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; 2024Q3: 8,353,812 shares; 2024Q4: 24,865,286 shares; 2025Q1: 25,345,106 shares; 2025Q2: 24,810,353 shares; 2025Q3: 25,009,642 shares; 2025Q4: 23,836,476 shares; 2026Q1: 23,108,501 shares; 2026Q2: 23,002,052 shares 23,002,052 $677M 37.5% -106,449 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257,398 shares; 2024Q4: 1,279,555 shares; 2025Q1: 1,321,033 shares; 2025Q2: 1,323,658 shares; 2025Q3: 1,374,471 shares; 2025Q4: 1,412,434 shares; 2026Q1: 1,454,616 shares; 2026Q2: 1,488,196 shares 1,488,196 $115M 6.36% +33,580 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,022 shares; 2024Q4: 514,462 shares; 2025Q1: 570,963 shares; 2025Q2: 551,124 shares; 2025Q3: 579,621 shares; 2025Q4: 592,334 shares; 2026Q1: 606,023 shares; 2026Q2: 622,538 shares 622,538 $92.3M 5.11% +16,515 Timeline RSP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,187 shares; 2026Q1: 370,387 shares; 2026Q2: 407,650 shares 407,650 $86.7M 4.8% +37,263 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: 234,535 shares; 2024Q4: 302,821 shares; 2025Q1: 683,460 shares; 2025Q2: 706,750 shares; 2025Q3: 761,237 shares; 2025Q4: 807,812 shares; 2026Q1: 1,244,435 shares; 2026Q2: 1,306,682 shares 1,306,682 $78M 4.32% +62,247 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: 350,195 shares; 2024Q4: 342,935 shares; 2025Q1: 354,706 shares; 2025Q2: 358,853 shares; 2025Q3: 359,325 shares; 2025Q4: 353,213 shares; 2026Q1: 353,628 shares; 2026Q2: 349,814 shares 349,814 $76.2M 4.22% -3,814 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: 160,865 shares; 2024Q4: 154,703 shares; 2025Q1: 156,187 shares; 2025Q2: 151,378 shares; 2025Q3: 148,664 shares; 2025Q4: 144,167 shares; 2026Q1: 139,571 shares; 2026Q2: 817,902 shares 817,902 $70.5M 3.9% +678,331 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: 490,514 shares; 2024Q4: 529,697 shares; 2025Q1: 606,927 shares; 2025Q2: 620,182 shares; 2025Q3: 621,621 shares; 2025Q4: 664,829 shares; 2026Q1: 724,907 shares; 2026Q2: 752,152 shares 752,152 $63M 3.49% +27,245 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; 2024Q3: 58,827 shares; 2024Q4: 60,761 shares; 2025Q1: 60,832 shares; 2025Q2: 81,923 shares; 2025Q3: 81,911 shares; 2025Q4: 81,607 shares; 2026Q1: 81,521 shares; 2026Q2: 81,282 shares 81,282 $55.8M 3.09% -239 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; 2024Q3: 276,182 shares; 2024Q4: 831,800 shares; 2025Q1: 968,327 shares; 2025Q2: 950,167 shares; 2025Q3: 961,762 shares; 2025Q4: 974,044 shares; 2026Q1: 984,403 shares; 2026Q2: 1,005,202 shares 1,005,202 $37.1M 2.05% +20,799 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; 2024Q3: 112,182 shares; 2024Q4: 111,573 shares; 2025Q1: 112,015 shares; 2025Q2: 114,287 shares; 2025Q3: 113,538 shares; 2025Q4: 110,598 shares; 2026Q1: 107,501 shares; 2026Q2: 106,130 shares 106,130 $36.5M 2.02% -1,371 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: 132,793 shares; 2024Q4: 162,018 shares; 2025Q1: 194,788 shares; 2025Q2: 209,201 shares; 2025Q3: 237,954 shares; 2025Q4: 259,358 shares; 2026Q1: 289,964 shares; 2026Q2: 305,846 shares 305,846 $29.5M 1.63% +15,882 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,545 shares; 2024Q4: 794,055 shares; 2025Q1: 784,094 shares; 2025Q2: 775,264 shares; 2025Q3: 778,972 shares; 2025Q4: 781,637 shares; 2026Q1: 772,170 shares; 2026Q2: 776,729 shares 776,729 $27M 1.5% +4,559 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,620 shares; 2024Q4: 664,526 shares; 2025Q1: 681,411 shares; 2025Q2: 690,750 shares; 2025Q3: 697,967 shares; 2025Q4: 694,510 shares; 2026Q1: 704,058 shares; 2026Q2: 711,360 shares 711,360 $25.7M 1.42% +7,302 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: 977 shares; 2024Q4: 977 shares; 2025Q1: 947 shares; 2025Q2: not reported; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 907 shares; 2026Q2: 87,236 shares 87,236 $25.2M 1.4% +86,329 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; 2024Q3: 61,650 shares; 2024Q4: 61,650 shares; 2025Q1: 63,375 shares; 2025Q2: 63,854 shares; 2025Q3: 64,348 shares; 2025Q4: 64,663 shares; 2026Q1: 64,479 shares; 2026Q2: 64,985 shares 64,985 $23.8M 1.32% +506 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; 2024Q3: 33,834 shares; 2024Q4: 35,070 shares; 2025Q1: 36,192 shares; 2025Q2: 57,299 shares; 2025Q3: 59,799 shares; 2025Q4: 60,688 shares; 2026Q1: 63,826 shares; 2026Q2: 262,271 shares 262,271 $21.1M 1.17% +198,445 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; 2024Q3: 108,148 shares; 2024Q4: 107,297 shares; 2025Q1: 106,770 shares; 2025Q2: 104,478 shares; 2025Q3: 103,501 shares; 2025Q4: 103,863 shares; 2026Q1: 104,091 shares; 2026Q2: 103,488 shares 103,488 $20.4M 1.13% -603 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,171 shares; 2024Q4: 510,612 shares; 2025Q1: 558,699 shares; 2025Q2: 596,547 shares; 2025Q3: 617,450 shares; 2025Q4: 618,792 shares; 2026Q1: 623,971 shares; 2026Q2: 656,690 shares 656,690 $17.4M 0.96% +32,719 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; 2024Q3: 136,017 shares; 2024Q4: 514,879 shares; 2025Q1: 501,828 shares; 2025Q2: 546,092 shares; 2025Q3: 542,144 shares; 2025Q4: 517,410 shares; 2026Q1: 502,007 shares; 2026Q2: 495,236 shares 495,236 $16.8M 0.93% -6,771 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,314 shares; 2024Q4: 155,721 shares; 2025Q1: 156,344 shares; 2025Q2: 157,831 shares; 2025Q3: 158,520 shares; 2025Q4: 160,090 shares; 2026Q1: 159,064 shares; 2026Q2: 152,819 shares 152,819 $16.7M 0.92% -6,245 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: 21,308 shares; 2024Q4: 22,036 shares; 2025Q1: 23,656 shares; 2025Q2: 51,377 shares; 2025Q3: 52,352 shares; 2025Q4: 53,169 shares; 2026Q1: 53,701 shares; 2026Q2: 53,537 shares 53,537 $16.2M 0.9% -164 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: 29,211 shares; 2024Q4: 29,426 shares; 2025Q1: 29,346 shares; 2025Q2: 29,307 shares; 2025Q3: 29,222 shares; 2025Q4: 28,947 shares; 2026Q1: 29,794 shares; 2026Q2: 118,651 shares 118,651 $14.7M 0.82% +88,857 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,197 shares; 2024Q4: 10,213 shares; 2025Q1: 10,484 shares; 2025Q2: 6,521 shares; 2025Q3: 7,228 shares; 2025Q4: 7,666 shares; 2026Q1: 122,865 shares; 2026Q2: 159,308 shares 159,308 $13.2M 0.73% +36,443 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; 2024Q3: 34,705 shares; 2024Q4: 34,334 shares; 2025Q1: 34,532 shares; 2025Q2: 34,937 shares; 2025Q3: 35,612 shares; 2025Q4: 36,290 shares; 2026Q1: 37,115 shares; 2026Q2: 37,754 shares 37,754 $11.6M 0.64% +639 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; 2024Q3: 42,288 shares; 2024Q4: 42,878 shares; 2025Q1: 44,966 shares; 2025Q2: 45,779 shares; 2025Q3: 46,268 shares; 2025Q4: 46,643 shares; 2026Q1: 46,757 shares; 2026Q2: 46,304 shares 46,304 $11.3M 0.62% -453 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,345 shares; 2024Q4: 122,611 shares; 2025Q1: 115,704 shares; 2025Q2: 107,745 shares; 2025Q3: 113,126 shares; 2025Q4: 116,991 shares; 2026Q1: 119,136 shares; 2026Q2: 128,052 shares 128,052 $8.53M 0.47% +8,916 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,207 shares; 2024Q4: 103,105 shares; 2025Q1: 89,124 shares; 2025Q2: 87,891 shares; 2025Q3: 94,336 shares; 2025Q4: 99,598 shares; 2026Q1: 98,757 shares; 2026Q2: 102,415 shares 102,415 $7.79M 0.43% +3,658 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,111 shares; 2024Q4: 77,429 shares; 2025Q1: 76,374 shares; 2025Q2: 76,149 shares; 2025Q3: 73,320 shares; 2025Q4: 73,545 shares; 2026Q1: 73,323 shares; 2026Q2: 73,395 shares 73,395 $6.96M 0.39% +72 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: 5,923 shares; 2024Q4: 6,308 shares; 2025Q1: 6,346 shares; 2025Q2: 6,504 shares; 2025Q3: 6,630 shares; 2025Q4: 6,607 shares; 2026Q1: 7,795 shares; 2026Q2: 7,804 shares 7,804 $5.84M 0.32% +9 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: 6,791 shares; 2024Q4: 6,279 shares; 2025Q1: 6,888 shares; 2025Q2: 6,174 shares; 2025Q3: 6,118 shares; 2025Q4: 6,128 shares; 2026Q1: 6,086 shares; 2026Q2: 6,967 shares 6,967 $5.2M 0.29% +881 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,110 shares; 2024Q4: 41,045 shares; 2025Q1: 41,981 shares; 2025Q2: 42,290 shares; 2025Q3: 42,518 shares; 2025Q4: 43,261 shares; 2026Q1: 42,482 shares; 2026Q2: 43,398 shares 43,398 $4.63M 0.26% +916 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,426 shares; 2024Q4: 23,378 shares; 2025Q1: 23,311 shares; 2025Q2: 18,648 shares; 2025Q3: 18,663 shares; 2025Q4: 18,534 shares; 2026Q1: 18,547 shares; 2026Q2: 18,535 shares 18,535 $4.49M 0.25% -12 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,546 shares; 2024Q4: 49,271 shares; 2025Q1: 40,298 shares; 2025Q2: 40,883 shares; 2025Q3: 46,396 shares; 2025Q4: 47,932 shares; 2026Q1: 48,846 shares; 2026Q2: 51,564 shares 51,564 $3.95M 0.22% +2,718 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,923 shares; 2024Q4: 25,563 shares; 2025Q1: 25,430 shares; 2025Q2: 24,760 shares; 2025Q3: 24,728 shares; 2025Q4: 23,963 shares; 2026Q1: 23,963 shares; 2026Q2: 23,453 shares 23,453 $3.86M 0.21% -510 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,893 shares; 2024Q4: 25,204 shares; 2025Q1: 25,533 shares; 2025Q2: 26,789 shares; 2025Q3: 26,968 shares; 2025Q4: 29,827 shares; 2026Q1: 31,127 shares; 2026Q2: 32,224 shares 32,224 $3.84M 0.21% +1,097 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares; 2026Q2: 14,297 shares 14,297 $3.63M 0.2% +12,499 Timeline VTI 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: 16,603 shares; 2024Q4: 19,025 shares; 2025Q1: 18,384 shares; 2025Q2: 18,207 shares; 2025Q3: 12,748 shares; 2025Q4: 9,219 shares; 2026Q1: 9,191 shares; 2026Q2: 9,291 shares 9,291 $3.44M 0.19% +100 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: 30,331 shares; 2024Q4: 37,880 shares; 2025Q1: 28,387 shares; 2025Q2: 27,779 shares; 2025Q3: 27,414 shares; 2025Q4: 27,414 shares; 2026Q1: 28,161 shares; 2026Q2: 28,375 shares 28,375 $3.11M 0.17% +214 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,518 shares; 2024Q4: 41,025 shares; 2025Q1: 43,322 shares; 2025Q2: 44,708 shares; 2025Q3: 48,232 shares; 2025Q4: 41,330 shares; 2026Q1: 47,511 shares; 2026Q2: 61,003 shares 61,003 $3.08M 0.17% +13,492 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,296 shares; 2024Q4: 18,915 shares; 2025Q1: 18,525 shares; 2025Q2: 18,521 shares; 2025Q3: 18,921 shares; 2025Q4: 18,112 shares; 2026Q1: 18,108 shares; 2026Q2: 18,108 shares 18,108 $2.97M 0.16% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 7,367 shares; 2025Q2: 7,292 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 7,163 shares; 2026Q2: 7,083 shares 7,083 $2.9M 0.16% -80 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,395 shares; 2024Q4: 44,628 shares; 2025Q1: 45,134 shares; 2025Q2: 45,855 shares; 2025Q3: 46,103 shares; 2025Q4: 45,733 shares; 2026Q1: 45,152 shares; 2026Q2: 46,334 shares 46,334 $2.59M 0.14% +1,182 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,711 shares; 2024Q4: 20,887 shares; 2025Q1: 18,842 shares; 2025Q2: 18,459 shares; 2025Q3: 18,865 shares; 2025Q4: 19,060 shares; 2026Q1: 20,486 shares; 2026Q2: 20,716 shares 20,716 $2.32M 0.13% +230 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,356 shares; 2025Q1: 3,358 shares; 2025Q2: 18,262 shares; 2025Q3: 20,083 shares; 2025Q4: 18,080 shares; 2026Q1: 20,379 shares; 2026Q2: 20,315 shares 20,315 $2.19M 0.12% -64 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,428 shares; 2024Q4: 20,529 shares; 2025Q1: 20,529 shares; 2025Q2: 20,530 shares; 2025Q3: 20,574 shares; 2025Q4: 20,576 shares; 2026Q1: 20,576 shares; 2026Q2: 20,577 shares 20,577 $1.96M 0.11% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,684 shares; 2024Q4: 16,259 shares; 2025Q1: 15,935 shares; 2025Q2: 12,420 shares; 2025Q3: 12,420 shares; 2025Q4: 12,327 shares; 2026Q1: 12,234 shares; 2026Q2: 12,170 shares 12,170 $1.78M 0.1% -64 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 1,667 shares 1,667 $1.78M 0.1% +1,267 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,273 shares; 2024Q4: 26,906 shares; 2025Q1: 27,656 shares; 2025Q2: 30,014 shares; 2025Q3: 30,368 shares; 2025Q4: 30,972 shares; 2026Q1: 31,562 shares; 2026Q2: 33,606 shares 33,606 $1.75M 0.1% +2,044 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,096 shares; 2024Q4: 13,112 shares; 2025Q1: 13,056 shares; 2025Q2: 12,731 shares; 2025Q3: 12,732 shares; 2025Q4: 12,421 shares; 2026Q1: 12,152 shares; 2026Q2: 12,156 shares 12,156 $1.73M 0.1% +4 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 15,350 shares; 2025Q1: 15,764 shares; 2025Q2: 15,681 shares; 2025Q3: 15,732 shares; 2025Q4: 15,678 shares; 2026Q1: 26,055 shares; 2026Q2: 26,784 shares 26,784 $1.46M 0.08% +729 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,921 shares; 2024Q4: 13,106 shares; 2025Q1: 13,106 shares; 2025Q2: 20,996 shares; 2025Q3: 20,626 shares; 2025Q4: 20,947 shares; 2026Q1: 20,677 shares; 2026Q2: 20,677 shares 20,677 $1.44M 0.08% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,913 shares; 2024Q4: 11,808 shares; 2025Q1: 16,811 shares; 2025Q2: 23,237 shares; 2025Q3: 23,251 shares; 2025Q4: 24,113 shares; 2026Q1: 35,263 shares; 2026Q2: 37,870 shares 37,870 $1.37M 0.08% +2,607 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,881 shares; 2024Q4: 6,666 shares; 2025Q1: 7,351 shares; 2025Q2: 7,155 shares; 2025Q3: 8,986 shares; 2025Q4: 8,936 shares; 2026Q1: 9,161 shares; 2026Q2: 10,982 shares 10,982 $1.37M 0.08% +1,821 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,242 shares; 2024Q4: 12,926 shares; 2025Q1: 15,040 shares; 2025Q2: 19,977 shares; 2025Q3: 23,076 shares; 2025Q4: 24,990 shares; 2026Q1: 26,048 shares; 2026Q2: 24,282 shares 24,282 $1.24M 0.07% -1,766 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,778 shares; 2024Q4: 16,478 shares; 2025Q1: 16,686 shares; 2025Q2: 8,667 shares; 2025Q3: 8,921 shares; 2025Q4: 9,011 shares; 2026Q1: 12,200 shares; 2026Q2: 12,484 shares 12,484 $1.24M 0.07% +284 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,326 shares; 2024Q4: 36,675 shares; 2025Q1: 36,735 shares; 2025Q2: 36,225 shares; 2025Q3: 36,808 shares; 2025Q4: 36,808 shares; 2026Q1: 36,808 shares; 2026Q2: 36,808 shares 36,808 $1.14M 0.06% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,021 shares; 2024Q4: 8,021 shares; 2025Q1: 8,021 shares; 2025Q2: 8,021 shares; 2025Q3: 8,021 shares; 2025Q4: 8,021 shares; 2026Q1: 8,021 shares; 2026Q2: 40,106 shares 40,106 $1.1M 0.06% +32,085 Timeline CWI 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; 2024Q3: 25,771 shares; 2024Q4: 25,771 shares; 2025Q1: 25,771 shares; 2025Q2: 25,771 shares; 2025Q3: 25,771 shares; 2025Q4: 25,771 shares; 2026Q1: 25,812 shares; 2026Q2: 25,978 shares 25,978 $1.06M 0.06% +166 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,579 shares; 2024Q4: 11,079 shares; 2025Q1: 8,749 shares; 2025Q2: 8,674 shares; 2025Q3: 8,802 shares; 2025Q4: 8,803 shares; 2026Q1: 10,034 shares; 2026Q2: 10,014 shares 10,014 $1.02M 0.06% -20 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: 1,393 shares; 2024Q4: 1,376 shares; 2025Q1: 1,754 shares; 2025Q2: 1,313 shares; 2025Q3: 1,332 shares; 2025Q4: 1,364 shares; 2026Q1: 1,249 shares; 2026Q2: 1,311 shares 1,311 $966K 0.05% +62 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,089 shares; 2024Q4: 11,380 shares; 2025Q1: 13,973 shares; 2025Q2: 10,525 shares; 2025Q3: 10,664 shares; 2025Q4: 10,207 shares; 2026Q1: 32,654 shares; 2026Q2: 33,602 shares 33,602 $931K 0.05% +948 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,092 shares; 2024Q4: 29,979 shares; 2025Q1: 27,708 shares; 2025Q2: 27,724 shares; 2025Q3: 29,560 shares; 2025Q4: 27,705 shares; 2026Q1: 27,521 shares; 2026Q2: 27,792 shares 27,792 $881K 0.05% +271 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,118 shares; 2024Q4: 17,247 shares; 2025Q1: 17,075 shares; 2025Q2: 17,077 shares; 2025Q3: 17,077 shares; 2025Q4: 16,637 shares; 2026Q1: 16,670 shares; 2026Q2: 16,680 shares 16,680 $834K 0.05% +10 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 7,554 shares; 2025Q1: 7,559 shares; 2025Q2: 7,559 shares; 2025Q3: 7,444 shares; 2025Q4: 7,424 shares; 2026Q1: 6,656 shares; 2026Q2: 6,656 shares 6,656 $779K 0.04% 0 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,471 shares; 2026Q1: 7,471 shares; 2026Q2: 9,339 shares 9,339 $772K 0.04% +1,868 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: 5,043 shares; 2025Q1: 5,169 shares; 2025Q2: 5,169 shares; 2025Q3: 5,397 shares; 2025Q4: 5,526 shares; 2026Q1: 5,526 shares; 2026Q2: 5,526 shares 5,526 $755K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,425 shares; 2024Q4: 39,589 shares; 2025Q1: 29,996 shares; 2025Q2: 25,178 shares; 2025Q3: 24,417 shares; 2025Q4: 25,187 shares; 2026Q1: 13,679 shares; 2026Q2: 13,679 shares 13,679 $717K 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,292 shares; 2024Q4: 6,411 shares; 2025Q1: 6,599 shares; 2025Q2: 6,591 shares; 2025Q3: 6,828 shares; 2025Q4: 6,477 shares; 2026Q1: 6,774 shares; 2026Q2: 6,911 shares 6,911 $711K 0.04% +137 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 4,353 shares; 2025Q1: 4,372 shares; 2025Q2: 4,375 shares; 2025Q3: 4,379 shares; 2025Q4: 4,382 shares; 2026Q1: 4,386 shares; 2026Q2: 4,389 shares 4,389 $677K 0.04% +3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,562 shares; 2024Q4: 5,562 shares; 2025Q1: 5,562 shares; 2025Q2: 5,562 shares; 2025Q3: 5,636 shares; 2025Q4: 5,111 shares; 2026Q1: 5,111 shares; 2026Q2: 4,886 shares 4,886 $672K 0.04% -225 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; 2024Q3: 7,091 shares; 2024Q4: 7,912 shares; 2025Q1: 7,637 shares; 2025Q2: 7,291 shares; 2025Q3: 7,287 shares; 2025Q4: 7,063 shares; 2026Q1: 7,783 shares; 2026Q2: 7,798 shares 7,798 $667K 0.04% +15 Timeline VYM 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: not reported; 2024Q4: not reported; 2025Q1: 3,488 shares; 2025Q2: 3,508 shares; 2025Q3: 3,580 shares; 2025Q4: 3,654 shares; 2026Q1: 3,701 shares; 2026Q2: 4,144 shares 4,144 $655K 0.04% +443 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 5,345 shares; 2025Q1: 5,290 shares; 2025Q2: 5,279 shares; 2025Q3: 5,279 shares; 2025Q4: 5,200 shares; 2026Q1: 6,020 shares; 2026Q2: 6,023 shares 6,023 $626K 0.03% +3 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,778 shares; 2025Q1: 2,978 shares; 2025Q2: 3,204 shares; 2025Q3: 3,221 shares; 2025Q4: 4,809 shares; 2026Q1: 5,911 shares; 2026Q2: 5,911 shares 5,911 $604K 0.03% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,211 shares; 2025Q2: 6,780 shares; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares; 2026Q1: 6,362 shares; 2026Q2: 6,207 shares 6,207 $567K 0.03% -155 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $565K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,001 shares; 2025Q1: 3,108 shares; 2025Q2: 2,858 shares; 2025Q3: 2,858 shares; 2025Q4: 2,574 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $557K 0.03% 0 Timeline SHV 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: 3,200 shares; 2025Q3: 3,290 shares; 2025Q4: 5,425 shares; 2026Q1: 5,457 shares; 2026Q2: 5,007 shares 5,007 $553K 0.03% -450 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,363 shares; 2024Q4: 18,214 shares; 2025Q1: 24,060 shares; 2025Q2: 17,782 shares; 2025Q3: 17,891 shares; 2025Q4: 17,649 shares; 2026Q1: 17,730 shares; 2026Q2: 17,828 shares 17,828 $516K 0.03% +98 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST 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: 60,150 shares; 2026Q1: 48,703 shares; 2026Q2: 22,324 shares 22,324 $511K 0.03% -26,379 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: 2,303 shares; 2024Q4: 1,734 shares; 2025Q1: 2,119 shares; 2025Q2: 1,688 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,649 shares; 2026Q2: 1,626 shares 1,626 $489K 0.03% -23 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,072 shares; 2024Q4: 3,348 shares; 2025Q1: 3,329 shares; 2025Q2: 3,314 shares; 2025Q3: 3,320 shares; 2025Q4: 3,329 shares; 2026Q1: 3,288 shares; 2026Q2: 3,193 shares 3,193 $472K 0.03% -95 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $466K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,598 shares; 2024Q4: 4,598 shares; 2025Q1: 4,405 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $452K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,853 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,882 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,853 shares 1,853 $438K 0.02% -9 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,058 shares; 2024Q4: 179,631 shares; 2025Q1: 91,647 shares; 2025Q2: 71,107 shares; 2025Q3: 62,731 shares; 2025Q4: 263,584 shares; 2026Q1: 40,364 shares; 2026Q2: 21,252 shares 21,252 $433K 0.02% -19,112 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; 2024Q3: 8,858 shares; 2024Q4: 8,858 shares; 2025Q1: 8,858 shares; 2025Q2: 5,458 shares; 2025Q3: 5,458 shares; 2025Q4: 5,458 shares; 2026Q1: 5,458 shares; 2026Q2: 5,458 shares 5,458 $413K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares; 2026Q2: 6,248 shares 6,248 $410K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,730 shares; 2025Q1: 3,334 shares; 2025Q2: 911 shares; 2025Q3: 985 shares; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 1,090 shares 1,090 $401K 0.02% +77 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,094 shares; 2025Q1: 33,522 shares; 2025Q2: 14,023 shares; 2025Q3: 14,031 shares; 2025Q4: 14,077 shares; 2026Q1: 15,652 shares; 2026Q2: 15,753 shares 15,753 $394K 0.02% +101 Timeline AOK 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: not reported; 2025Q3: not reported; 2025Q4: 9,495 shares; 2026Q1: 9,495 shares; 2026Q2: 9,495 shares 9,495 $394K 0.02% 0 Timeline DFAX 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: 10,263 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares; 2026Q2: 10,263 shares 10,263 $378K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,049 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 2,949 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 2,971 shares 2,971 $349K 0.02% -50 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,126 shares; 2024Q4: 7,126 shares; 2025Q1: 7,126 shares; 2025Q2: 7,126 shares; 2025Q3: 7,126 shares; 2025Q4: 7,126 shares; 2026Q1: 7,126 shares; 2026Q2: 6,308 shares 6,308 $329K 0.02% -818 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,263 shares; 2025Q1: 1,266 shares; 2025Q2: 1,269 shares; 2025Q3: 1,289 shares; 2025Q4: 1,276 shares; 2026Q1: 1,279 shares; 2026Q2: 1,397 shares 1,397 $317K 0.02% +118 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,000 shares; 2025Q4: 1,950 shares; 2026Q1: 1,875 shares; 2026Q2: 1,850 shares 1,850 $303K 0.02% -25 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: not reported; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $301K 0.02% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,453 shares; 2024Q4: 5,516 shares; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares; 2026Q2: 5,766 shares 5,766 $279K 0.02% +250 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,004 shares; 2024Q4: not reported; 2025Q1: 13,517 shares; 2025Q2: 12,830 shares; 2025Q3: 12,830 shares; 2025Q4: 12,838 shares; 2026Q1: 12,813 shares; 2026Q2: 13,341 shares 13,341 $273K 0.02% +528 Timeline EWX 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; 2024Q3: 3,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: not reported; 2025Q4: 3,339 shares; 2026Q1: 3,339 shares; 2026Q2: 3,339 shares 3,339 $248K 0.01% 0 Timeline BNDW 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: 5,877 shares; 2024Q4: 6,707 shares; 2025Q1: 6,798 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,342 shares; 2026Q1: 3,774 shares; 2026Q2: 3,545 shares 3,545 $243K 0.01% -229 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: 5,545 shares; 2025Q2: 5,610 shares; 2025Q3: 5,872 shares; 2025Q4: 6,382 shares; 2026Q1: 4,740 shares; 2026Q2: 4,892 shares 4,892 $232K 0.01% +152 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 2,180 shares; 2026Q1: not reported; 2026Q2: 2,180 shares 2,180 $225K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 3,296 shares; 2025Q1: 3,297 shares; 2025Q2: 2,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,265 shares 2,265 $223K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,161 shares; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $217K 0.01% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 3,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,758 shares 2,758 $216K 0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES 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: 1,841 shares; 2026Q1: 1,843 shares; 2026Q2: 1,731 shares 1,731 $209K 0.01% -112 Timeline MSML 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,685 shares 2,685 $203K 0.01% new Timeline IJT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $201K 0.01% new Timeline