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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 473,715 shares; 2025Q1: 459,109 shares; 2025Q2: 448,792 shares; 2025Q3: 440,591 shares 440,591 $26.4M 14.51% -8,201 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319,235 shares; 2025Q2: 319,235 shares; 2025Q3: 319,235 shares 319,235 $21.6M 11.85% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,758 shares; 2025Q2: 201,393 shares; 2025Q3: 180,439 shares 180,439 $21.4M 11.75% -20,954 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216,414 shares; 2025Q1: 216,522 shares; 2025Q2: 260,500 shares; 2025Q3: 289,930 shares 289,930 $20.1M 11.05% +29,430 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,463 shares; 2025Q1: 197,045 shares; 2025Q2: 87,251 shares; 2025Q3: 159,870 shares 159,870 $16.5M 9.08% +72,619 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,435 shares; 2025Q1: 37,803 shares; 2025Q2: 81,527 shares; 2025Q3: 198,754 shares 198,754 $14.6M 8.03% +117,227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264,087 shares; 2025Q1: 264,098 shares; 2025Q2: 264,129 shares; 2025Q3: 267,665 shares 267,665 $14.5M 7.97% +3,536 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,917 shares; 2025Q1: 44,497 shares; 2025Q2: 44,497 shares; 2025Q3: 38,939 shares 38,939 $12M 6.59% -5,558 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,485 shares; 2025Q1: 48,485 shares; 2025Q2: 48,485 shares; 2025Q3: 48,485 shares 48,485 $10.1M 5.58% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,330 shares; 2025Q1: 319,330 shares; 2025Q2: 235,330 shares; 2025Q3: 235,330 shares 235,330 $6.02M 3.31% 0 Timeline BND 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389,421 shares; 2025Q1: 389,421 shares; 2025Q2: 389,421 shares; 2025Q3: 49,504 shares 49,504 $3.68M 2.02% -339,917 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,362 shares; 2025Q2: 5,478 shares; 2025Q3: 5,304 shares 5,304 $3.25M 1.79% -174 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,982 shares; 2025Q1: 17,982 shares; 2025Q2: 67,129 shares; 2025Q3: 49,621 shares 49,621 $2.98M 1.64% -17,508 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,000 shares; 2025Q1: 158,000 shares; 2025Q2: 158,544 shares; 2025Q3: 158,544 shares 158,544 $2.45M 1.35% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,479 shares; 2025Q1: 30,479 shares; 2025Q2: 30,509 shares; 2025Q3: 30,509 shares 30,509 $2.12M 1.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,213 shares; 2025Q1: 20,227 shares; 2025Q2: 20,240 shares; 2025Q3: 20,253 shares 20,253 $1.85M 1.02% +13 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,257 shares; 2025Q1: 20,257 shares; 2025Q2: 20,257 shares; 2025Q3: 20,257 shares 20,257 $994K 0.55% 0 Timeline VT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 973,809 shares; 2025Q1: 973,809 shares; 2025Q2: 957,705 shares; 2025Q3: 4,236 shares 4,236 $584K 0.32% -953,469 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,488 shares; 2025Q1: 7,509 shares; 2025Q2: 7,532 shares; 2025Q3: 8,056 shares 8,056 $526K 0.29% +524 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares 6,814 $279K 0.15% 0 Timeline