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; 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; 2026Q1: 416,806 shares 416,806 $26.7M 13.96% +2,612 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319,235 shares; 2025Q2: 319,235 shares; 2025Q3: 319,235 shares; 2025Q4: 319,235 shares; 2026Q1: 319,235 shares 319,235 $25.1M 13.12% 0 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; 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; 2026Q1: 287,848 shares 287,848 $20.6M 10.79% +8,148 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; 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; 2026Q1: 241,477 shares 241,477 $18.6M 9.73% +48,937 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 162,116 shares 162,116 $16.8M 8.76% +60,202 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; 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; 2026Q1: 80,119 shares 80,119 $16.5M 8.62% +34,909 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; 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; 2026Q1: 252,184 shares 252,184 $13.6M 7.12% -5,703 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; 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; 2026Q1: 83,666 shares 83,666 $11.6M 6.05% +79,425 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,758 shares; 2025Q2: 201,393 shares; 2025Q3: 180,439 shares; 2025Q4: 173,448 shares; 2026Q1: 92,675 shares 92,675 $10.4M 5.44% -80,773 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; 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; 2026Q1: 22,133 shares 22,133 $6.61M 3.46% -399 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 235,330 shares 235,330 $5.92M 3.09% 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; 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; 2026Q1: 69,636 shares 69,636 $4.15M 2.17% +15,040 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; 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; 2026Q1: 32,984 shares 32,984 $2.43M 1.27% -4,499 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; 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; 2026Q1: 30,546 shares 30,546 $2.32M 1.21% 0 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; 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; 2026Q1: 3,751 shares 3,751 $2.24M 1.17% -67 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 107,988 shares 107,988 $1.98M 1.03% -36,924 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; 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; 2026Q1: 22,004 shares 22,004 $1.95M 1.02% +1,739 Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,784 shares 54,784 $1.43M 0.75% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,420 shares 15,420 $971K 0.51% -4,837 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,511 shares 7,511 $637K 0.33% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,965 shares 6,965 $470K 0.25% +15 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares; 2025Q4: 6,814 shares; 2026Q1: 6,814 shares 6,814 $289K 0.15% 0 Timeline