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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 473,715 shares; 2025Q1: 459,109 shares; 2025Q2: 448,792 shares; 2025Q3: 440,591 shares; 2025Q4: 414,194 shares 414,194 $25.9M 15.36% -26,397 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319,235 shares; 2025Q2: 319,235 shares; 2025Q3: 319,235 shares; 2025Q4: 319,235 shares 319,235 $23.2M 13.77% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,758 shares; 2025Q2: 201,393 shares; 2025Q3: 180,439 shares; 2025Q4: 173,448 shares 173,448 $21M 12.46% -6,991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216,414 shares; 2025Q1: 216,522 shares; 2025Q2: 260,500 shares; 2025Q3: 289,930 shares; 2025Q4: 279,700 shares 279,700 $20M 11.89% -10,230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,435 shares; 2025Q1: 37,803 shares; 2025Q2: 81,527 shares; 2025Q3: 198,754 shares; 2025Q4: 192,540 shares 192,540 $14.5M 8.62% -6,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264,087 shares; 2025Q1: 264,098 shares; 2025Q2: 264,129 shares; 2025Q3: 267,665 shares; 2025Q4: 257,887 shares 257,887 $13.9M 8.23% -9,778 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,463 shares; 2025Q1: 197,045 shares; 2025Q2: 87,251 shares; 2025Q3: 159,870 shares; 2025Q4: 101,914 shares 101,914 $10.4M 6.19% -57,956 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,485 shares; 2025Q1: 48,485 shares; 2025Q2: 48,485 shares; 2025Q3: 48,485 shares; 2025Q4: 45,210 shares 45,210 $9.45M 5.61% -3,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,917 shares; 2025Q1: 44,497 shares; 2025Q2: 44,497 shares; 2025Q3: 38,939 shares; 2025Q4: 22,532 shares 22,532 $7.09M 4.21% -16,407 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,330 shares; 2025Q1: 319,330 shares; 2025Q2: 235,330 shares; 2025Q3: 235,330 shares; 2025Q4: 235,330 shares 235,330 $5.87M 3.49% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,982 shares; 2025Q1: 17,982 shares; 2025Q2: 67,129 shares; 2025Q3: 49,621 shares; 2025Q4: 54,596 shares 54,596 $3.27M 1.94% +4,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389,421 shares; 2025Q1: 389,421 shares; 2025Q2: 389,421 shares; 2025Q3: 49,504 shares; 2025Q4: 37,483 shares 37,483 $2.78M 1.65% -12,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,362 shares; 2025Q2: 5,478 shares; 2025Q3: 5,304 shares; 2025Q4: 3,818 shares 3,818 $2.39M 1.42% -1,486 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,000 shares; 2025Q1: 158,000 shares; 2025Q2: 158,544 shares; 2025Q3: 158,544 shares; 2025Q4: 144,912 shares 144,912 $2.38M 1.41% -13,632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,479 shares; 2025Q1: 30,479 shares; 2025Q2: 30,509 shares; 2025Q3: 30,509 shares; 2025Q4: 30,546 shares 30,546 $2.13M 1.27% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,213 shares; 2025Q1: 20,227 shares; 2025Q2: 20,240 shares; 2025Q3: 20,253 shares; 2025Q4: 20,265 shares 20,265 $1.79M 1.06% +12 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,257 shares; 2025Q1: 20,257 shares; 2025Q2: 20,257 shares; 2025Q3: 20,257 shares; 2025Q4: 20,257 shares 20,257 $1.02M 0.6% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 973,809 shares; 2025Q1: 973,809 shares; 2025Q2: 957,705 shares; 2025Q3: 4,236 shares; 2025Q4: 4,241 shares 4,241 $598K 0.36% +5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,488 shares; 2025Q1: 7,509 shares; 2025Q2: 7,532 shares; 2025Q3: 8,056 shares; 2025Q4: 6,950 shares 6,950 $459K 0.27% -1,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares; 2025Q4: 6,814 shares 6,814 $292K 0.17% 0 Timeline