MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 152,145 shares 152,145 $55.7M 12.82% +151,395 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,435 shares 316,435 $41.5M 9.55% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,036 shares; 2024Q4: 744,601 shares; 2025Q1: 747,180 shares; 2025Q2: 324,536 shares 324,536 $35.7M 8.22% -422,644 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,610 shares; 2024Q4: 588,456 shares; 2025Q1: 601,222 shares; 2025Q2: 595,170 shares 595,170 $33.9M 7.81% -6,052 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,981 shares; 2024Q4: 338,495 shares; 2025Q1: 348,366 shares; 2025Q2: 136,860 shares 136,860 $26.7M 6.15% -211,506 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,050 shares; 2024Q4: 98,114 shares; 2025Q1: 97,533 shares; 2025Q2: 82,059 shares 82,059 $23.3M 5.37% -15,474 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,207 shares 88,207 $19.8M 4.57% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,064 shares; 2024Q4: 135,870 shares; 2025Q1: 135,671 shares; 2025Q2: 104,907 shares 104,907 $17.3M 3.97% -30,764 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,194 shares; 2024Q4: 67,547 shares; 2025Q1: 68,414 shares; 2025Q2: 57,938 shares 57,938 $16.2M 3.73% -10,476 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,251 shares; 2024Q4: 307,024 shares; 2025Q1: 316,863 shares; 2025Q2: 324,224 shares 324,224 $16M 3.69% +7,361 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,584 shares; 2024Q4: 16,776 shares; 2025Q1: 17,724 shares; 2025Q2: 21,851 shares 21,851 $14.5M 3.34% +4,127 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,022 shares; 2024Q4: 40,976 shares; 2025Q1: 40,991 shares; 2025Q2: 48,562 shares 48,562 $13.4M 3.09% +7,571 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,546 shares; 2024Q4: 58,929 shares; 2025Q1: 58,616 shares; 2025Q2: 56,161 shares 56,161 $11M 2.52% -2,455 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: 33,507 shares; 2025Q1: 34,503 shares; 2025Q2: 41,381 shares 41,381 $9.81M 2.26% +6,878 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 38,348 shares; 2025Q1: 34,517 shares; 2025Q2: 42,782 shares 42,782 $7.32M 1.68% +8,265 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,941 shares; 2024Q4: 244,645 shares; 2025Q1: 246,667 shares; 2025Q2: 244,449 shares 244,449 $6.2M 1.43% -2,218 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,399 shares; 2024Q4: 238,511 shares; 2025Q1: 239,142 shares; 2025Q2: 242,261 shares 242,261 $6.16M 1.42% +3,119 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,713 shares; 2024Q4: 233,962 shares; 2025Q1: 236,902 shares; 2025Q2: 237,175 shares 237,175 $6.08M 1.4% +273 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,653 shares; 2024Q4: 214,903 shares; 2025Q1: 231,955 shares; 2025Q2: 239,310 shares 239,310 $5.81M 1.34% +7,355 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,336 shares; 2024Q4: 201,436 shares; 2025Q1: 220,136 shares; 2025Q2: 227,219 shares 227,219 $5.78M 1.33% +7,083 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,165 shares; 2024Q4: 216,002 shares; 2025Q1: 232,174 shares; 2025Q2: 238,140 shares 238,140 $5.77M 1.33% +5,966 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,348 shares; 2024Q4: 200,486 shares; 2025Q1: 226,663 shares; 2025Q2: 236,828 shares 236,828 $5.53M 1.27% +10,165 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,862 shares; 2024Q4: 184,036 shares; 2025Q1: 233,507 shares; 2025Q2: 247,334 shares 247,334 $5.44M 1.25% +13,827 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,268 shares; 2024Q4: 153,688 shares; 2025Q1: 167,865 shares; 2025Q2: 173,871 shares 173,871 $4.69M 1.08% +6,006 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,475 shares; 2025Q1: 148,695 shares; 2025Q2: 211,570 shares 211,570 $4.45M 1.02% +62,875 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,131 shares; 2024Q4: 193,932 shares; 2025Q1: 172,743 shares; 2025Q2: 156,257 shares 156,257 $4.18M 0.96% -16,486 SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,415 shares; 2024Q4: 54,690 shares; 2025Q1: 54,567 shares; 2025Q2: 54,450 shares 54,450 $4.08M 0.94% -117 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,651 shares; 2024Q4: 189,717 shares; 2025Q1: 169,107 shares; 2025Q2: 154,843 shares 154,843 $3.9M 0.9% -14,264 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 17,303 shares; 2025Q1: 17,303 shares; 2025Q2: 17,147 shares 17,147 $3.52M 0.81% -156 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,696 shares; 2025Q1: 14,065 shares; 2025Q2: 13,987 shares 13,987 $3.47M 0.8% -78 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 34,138 shares; 2025Q1: 36,510 shares; 2025Q2: 28,979 shares 28,979 $3.45M 0.79% -7,531 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,528 shares; 2025Q1: 97,572 shares; 2025Q2: 113,309 shares 113,309 $2.91M 0.67% +15,737 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,424 shares; 2024Q4: 21,833 shares; 2025Q1: 21,940 shares; 2025Q2: 22,199 shares 22,199 $2.83M 0.65% +259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,756 shares; 2025Q1: 27,812 shares; 2025Q2: 30,521 shares 30,521 $2.72M 0.63% +2,709 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,558 shares 19,558 $1.48M 0.34% new Timeline VSS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,809 shares; 2025Q1: 8,689 shares; 2025Q2: 10,213 shares 10,213 $1.37M 0.32% +1,524 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 36,711 shares; 2025Q1: 36,711 shares; 2025Q2: 37,079 shares 37,079 $906K 0.21% +368 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,352 shares 17,352 $748K 0.17% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,644 shares; 2025Q1: 10,644 shares; 2025Q2: 15,180 shares 15,180 $443K 0.1% +4,536 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,145 shares; 2025Q1: 11,073 shares; 2025Q2: 11,605 shares 11,605 $326K 0.07% +532 Timeline