VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,673 shares; 2024Q4: 772,138 shares; 2025Q1: 815,892 shares; 2025Q2: 834,042 shares; 2025Q3: 829,853 shares; 2025Q4: 816,906 shares; 2026Q1: 799,373 shares; 2026Q2: 785,493 shares 785,493 $56M 20.47% -13,880 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631,417 shares; 2024Q4: 793,778 shares; 2025Q1: 849,597 shares; 2025Q2: 940,536 shares; 2025Q3: 955,840 shares; 2025Q4: 945,085 shares; 2026Q1: 969,768 shares; 2026Q2: 974,952 shares 974,952 $43.2M 15.81% +5,184 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,927 shares; 2024Q4: 67,769 shares; 2025Q1: 65,300 shares; 2025Q2: 66,095 shares; 2025Q3: 65,206 shares; 2025Q4: 64,453 shares; 2026Q1: 65,839 shares; 2026Q2: 386,251 shares 386,251 $33.3M 12.17% +320,412 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,697 shares; 2024Q4: 134,092 shares; 2025Q1: 130,781 shares; 2025Q2: 133,424 shares; 2025Q3: 133,787 shares; 2025Q4: 134,090 shares; 2026Q1: 134,312 shares; 2026Q2: 132,585 shares 132,585 $28.9M 10.57% -1,727 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,893 shares; 2024Q4: 303,120 shares; 2025Q1: 319,203 shares; 2025Q2: 329,155 shares; 2025Q3: 328,613 shares; 2025Q4: 326,263 shares; 2026Q1: 324,182 shares; 2026Q2: 321,406 shares 321,406 $19.2M 7.01% -2,776 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,755 shares; 2024Q4: 303,001 shares; 2025Q1: 318,556 shares; 2025Q2: 332,773 shares; 2025Q3: 334,463 shares; 2025Q4: 344,302 shares; 2026Q1: 385,008 shares; 2026Q2: 390,210 shares 390,210 $18.9M 6.91% +5,202 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,167 shares; 2024Q4: 130,227 shares; 2025Q1: 136,234 shares; 2025Q2: 140,306 shares; 2025Q3: 137,961 shares; 2025Q4: 139,999 shares; 2026Q1: 152,228 shares; 2026Q2: 152,001 shares 152,001 $11.8M 4.33% -227 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,779 shares; 2024Q4: 125,018 shares; 2025Q1: 139,497 shares; 2025Q2: 152,668 shares; 2025Q3: 154,899 shares; 2025Q4: 159,127 shares; 2026Q1: 174,578 shares; 2026Q2: 184,346 shares 184,346 $7.78M 2.84% +9,768 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,329 shares; 2024Q4: 73,970 shares; 2025Q1: 80,013 shares; 2025Q2: 88,802 shares; 2025Q3: 90,248 shares; 2025Q4: 90,469 shares; 2026Q1: 93,203 shares; 2026Q2: 94,250 shares 94,250 $7.76M 2.84% +1,047 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,437 shares; 2024Q4: 83,179 shares; 2025Q1: 88,395 shares; 2025Q2: 92,235 shares; 2025Q3: 92,073 shares; 2025Q4: 93,123 shares; 2026Q1: 99,088 shares; 2026Q2: 99,771 shares 99,771 $7.65M 2.8% +683 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,988 shares; 2024Q4: 110,247 shares; 2025Q1: 120,489 shares; 2025Q2: 132,101 shares; 2025Q3: 136,346 shares; 2025Q4: 138,629 shares; 2026Q1: 148,752 shares; 2026Q2: 156,510 shares 156,510 $7.46M 2.73% +7,758 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,518 shares; 2024Q4: 85,651 shares; 2025Q1: 91,771 shares; 2025Q2: 96,568 shares; 2025Q3: 96,996 shares; 2025Q4: 98,105 shares; 2026Q1: 105,656 shares; 2026Q2: 105,916 shares 105,916 $7.3M 2.67% +260 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,817 shares; 2024Q4: 116,512 shares; 2025Q1: 121,022 shares; 2025Q2: 125,107 shares; 2025Q3: 123,807 shares; 2025Q4: 124,824 shares; 2026Q1: 131,690 shares; 2026Q2: 131,299 shares 131,299 $6.15M 2.25% -391 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,462 shares; 2024Q4: 13,015 shares; 2025Q1: 11,806 shares; 2025Q2: 10,985 shares; 2025Q3: 10,754 shares; 2025Q4: 10,828 shares; 2026Q1: 11,009 shares; 2026Q2: 10,409 shares 10,409 $3.16M 1.15% -600 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 3,726 shares; 2025Q1: 3,762 shares; 2025Q2: 4,121 shares; 2025Q3: 3,920 shares; 2025Q4: 3,911 shares; 2026Q1: 5,585 shares; 2026Q2: 5,581 shares 5,581 $1.62M 0.59% -4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,765 shares; 2024Q4: 6,863 shares; 2025Q1: 5,300 shares; 2025Q2: 4,996 shares; 2025Q3: 4,756 shares; 2025Q4: 4,682 shares; 2026Q1: 4,425 shares; 2026Q2: 4,379 shares 4,379 $1.32M 0.48% -46 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,293 shares; 2025Q1: 3,297 shares; 2025Q2: 3,269 shares; 2025Q3: 2,938 shares; 2025Q4: 2,940 shares; 2026Q1: 3,129 shares; 2026Q2: 3,109 shares 3,109 $1.16M 0.42% -20 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 4,783 shares; 2025Q1: 4,809 shares; 2025Q2: 4,783 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,743 shares; 2026Q2: 4,343 shares 4,343 $1.04M 0.38% -400 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 2,619 shares; 2025Q1: 2,185 shares; 2025Q2: 2,045 shares; 2025Q3: 1,999 shares; 2025Q4: 1,982 shares; 2026Q1: 1,917 shares; 2026Q2: 7,668 shares 7,668 $952K 0.35% +5,751 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,685 shares; 2024Q4: 11,953 shares; 2025Q1: 9,293 shares; 2025Q2: 8,289 shares; 2025Q3: 8,187 shares; 2025Q4: 8,104 shares; 2026Q1: 7,647 shares; 2026Q2: 7,767 shares 7,767 $912K 0.33% +120 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,417 shares; 2025Q4: 1,622 shares; 2026Q1: 1,040 shares; 2026Q2: 1,026 shares 1,026 $769K 0.28% -14 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,897 shares; 2024Q4: 14,796 shares; 2025Q1: 11,198 shares; 2025Q2: 9,748 shares; 2025Q3: 9,442 shares; 2025Q4: 9,286 shares; 2026Q1: 8,678 shares; 2026Q2: 8,644 shares 8,644 $724K 0.26% -34 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,173 shares; 2024Q4: 10,977 shares; 2025Q1: 8,365 shares; 2025Q2: 7,330 shares; 2025Q3: 7,106 shares; 2025Q4: 7,047 shares; 2026Q1: 6,624 shares; 2026Q2: 6,624 shares 6,624 $619K 0.23% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 1,806 shares; 2025Q1: 1,662 shares; 2025Q2: 1,603 shares; 2025Q3: 1,569 shares; 2025Q4: 1,535 shares; 2026Q1: 1,554 shares; 2026Q2: 1,502 shares 1,502 $567K 0.21% -52 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $552K 0.2% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,353 shares; 2025Q1: 1,705 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 721 shares 721 $538K 0.2% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 6,015 shares; 2025Q1: 4,524 shares; 2025Q2: 4,476 shares; 2025Q3: 4,367 shares; 2025Q4: 4,337 shares; 2026Q1: 4,102 shares; 2026Q2: 4,102 shares 4,102 $449K 0.16% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,492 shares; 2024Q4: 10,500 shares; 2025Q1: 7,669 shares; 2025Q2: 6,678 shares; 2025Q3: 6,429 shares; 2025Q4: 6,328 shares; 2026Q1: 5,917 shares; 2026Q2: 5,917 shares 5,917 $448K 0.16% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $421K 0.15% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,072 shares; 2026Q2: 3,011 shares 3,011 $408K 0.15% -61 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: 2,385 shares; 2025Q2: 2,386 shares; 2025Q3: 2,388 shares; 2025Q4: 2,185 shares; 2026Q1: 2,186 shares; 2026Q2: 2,186 shares 2,186 $404K 0.15% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 4,944 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,751 shares; 2025Q4: 4,215 shares; 2026Q1: 3,806 shares; 2026Q2: 3,845 shares 3,845 $393K 0.14% +39 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,841 shares; 2026Q2: 3,813 shares 3,813 $384K 0.14% -1,028 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $335K 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,232 shares; 2024Q4: 5,626 shares; 2025Q1: 4,146 shares; 2025Q2: 3,736 shares; 2025Q3: 3,671 shares; 2025Q4: 3,664 shares; 2026Q1: 3,469 shares; 2026Q2: 3,469 shares 3,469 $335K 0.12% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,169 shares; 2025Q1: 1,200 shares; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,160 shares; 2026Q1: 1,153 shares; 2026Q2: 1,143 shares 1,143 $311K 0.11% -10 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares; 2026Q2: 209 shares 209 $251K 0.09% -10 Timeline