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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,252 shares; 2025Q3: 49,379 shares; 2025Q4: 50,884 shares; 2026Q1: 50,858 shares 50,858 $16.3M 13.33% -26 Timeline IGIB 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: not loaded; 2025Q1: not loaded; 2025Q2: 177,329 shares; 2025Q3: 181,983 shares; 2025Q4: 190,211 shares; 2026Q1: 204,709 shares 204,709 $10.9M 8.9% +14,498 Timeline DFAU 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 loaded; 2025Q1: not loaded; 2025Q2: 139,558 shares; 2025Q3: 149,583 shares; 2025Q4: 177,295 shares; 2026Q1: 186,953 shares 186,953 $8.44M 6.89% +9,658 Timeline IGSB 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: not loaded; 2025Q1: not loaded; 2025Q2: 126,976 shares; 2025Q3: 130,837 shares; 2025Q4: 139,459 shares; 2026Q1: 148,628 shares 148,628 $7.81M 6.38% +9,169 Timeline DFUS 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 loaded; 2025Q1: not loaded; 2025Q2: 101,090 shares; 2025Q3: 101,087 shares; 2025Q4: 100,185 shares; 2026Q1: 102,477 shares 102,477 $7.27M 5.94% +2,292 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 109,569 shares; 2025Q3: 108,564 shares; 2025Q4: 114,437 shares; 2026Q1: 112,577 shares 112,577 $7.21M 5.89% -1,860 Timeline IEI 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: not loaded; 2025Q1: not loaded; 2025Q2: 38,464 shares; 2025Q3: 39,503 shares; 2025Q4: 41,474 shares; 2026Q1: 45,303 shares 45,303 $5.37M 4.39% +3,829 Timeline SHY 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: not loaded; 2025Q1: not loaded; 2025Q2: 54,341 shares; 2025Q3: 55,017 shares; 2025Q4: 58,792 shares; 2026Q1: 64,431 shares 64,431 $5.32M 4.35% +5,639 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: not loaded; 2025Q1: not loaded; 2025Q2: 41,614 shares; 2025Q3: 42,778 shares; 2025Q4: 45,519 shares; 2026Q1: 49,874 shares 49,874 $5.16M 4.22% +4,355 Timeline ICSH 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: not loaded; 2025Q1: not loaded; 2025Q2: 84,034 shares; 2025Q3: 81,507 shares; 2025Q4: 86,690 shares; 2026Q1: 93,568 shares 93,568 $4.74M 3.87% +6,878 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,709 shares; 2025Q3: 6,613 shares; 2025Q4: 6,761 shares; 2026Q1: 6,678 shares 6,678 $4.34M 3.55% -83 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,063 shares; 2025Q3: 49,157 shares; 2025Q4: 53,091 shares; 2026Q1: 53,250 shares 53,250 $4.08M 3.33% +159 Timeline DFAI 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 loaded; 2025Q1: not loaded; 2025Q2: 64,016 shares; 2025Q3: 66,060 shares; 2025Q4: 72,562 shares; 2026Q1: 77,180 shares 77,180 $3.01M 2.46% +4,618 Timeline IEF 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: not loaded; 2025Q1: not loaded; 2025Q2: 22,971 shares; 2025Q3: 23,515 shares; 2025Q4: 24,567 shares; 2026Q1: 27,073 shares 27,073 $2.58M 2.11% +2,506 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 37,168 shares; 2025Q3: 37,604 shares; 2025Q4: 41,487 shares; 2026Q1: 42,215 shares 42,215 $2.5M 2.04% +728 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 45,776 shares; 2025Q3: 46,213 shares; 2025Q4: 48,313 shares; 2026Q1: 47,766 shares 47,766 $2.31M 1.89% -547 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 81,432 shares; 2025Q3: 82,625 shares; 2025Q4: 87,718 shares; 2026Q1: 97,435 shares 97,435 $1.9M 1.55% +9,717 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 80,055 shares; 2025Q3: 81,380 shares; 2025Q4: 87,288 shares; 2026Q1: 96,909 shares 96,909 $1.9M 1.55% +9,621 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 84,803 shares; 2025Q3: 86,802 shares; 2025Q4: 92,571 shares; 2026Q1: 101,095 shares 101,095 $1.89M 1.54% +8,524 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 74,630 shares; 2025Q3: 76,129 shares; 2025Q4: 81,957 shares; 2026Q1: 90,334 shares 90,334 $1.84M 1.51% +8,377 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 89,654 shares; 2025Q4: 96,815 shares; 2026Q1: 108,645 shares 108,645 $1.82M 1.48% +11,830 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,033 shares; 2025Q3: 22,352 shares; 2025Q4: 23,453 shares; 2026Q1: 23,736 shares 23,736 $1.78M 1.46% +283 Timeline 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,419 shares; 2025Q3: 21,315 shares; 2025Q4: 21,305 shares; 2026Q1: 21,720 shares 21,720 $1.72M 1.4% +415 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,617 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,523 shares 2,523 $1.56M 1.27% -65 Timeline DFAS 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 loaded; 2025Q1: not loaded; 2025Q2: 13,323 shares; 2025Q3: 13,557 shares; 2025Q4: 15,084 shares; 2026Q1: 15,699 shares 15,699 $1.12M 0.91% +615 Timeline IWB 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: not loaded; 2025Q1: not loaded; 2025Q2: 3,186 shares; 2025Q3: 3,097 shares; 2025Q4: 2,982 shares; 2026Q1: 2,897 shares 2,897 $1.03M 0.84% -85 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,717 shares; 2025Q3: 1,767 shares; 2025Q4: 1,956 shares; 2026Q1: 1,754 shares 1,754 $1.01M 0.83% -202 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,090 shares; 2026Q1: 6,090 shares 6,090 $889K 0.73% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 30,370 shares; 2025Q4: 32,752 shares; 2026Q1: 36,432 shares 36,432 $844K 0.69% +3,680 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: not loaded; 2025Q1: not loaded; 2025Q2: 10,644 shares; 2025Q3: 10,805 shares; 2025Q4: 10,811 shares; 2026Q1: 10,814 shares 10,814 $834K 0.68% +3 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,980 shares; 2025Q3: 16,839 shares; 2025Q4: 19,691 shares; 2026Q1: 21,763 shares 21,763 $739K 0.6% +2,072 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,386 shares; 2025Q3: 2,156 shares; 2025Q4: 2,113 shares; 2026Q1: 1,978 shares 1,978 $502K 0.41% -135 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $445K 0.36% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares 2,797 $414K 0.34% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,477 shares; 2026Q1: 1,438 shares 1,438 $413K 0.34% -39 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares 1,630 $354K 0.29% 0 Timeline ESGU 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: not loaded; 2025Q1: not loaded; 2025Q2: 2,625 shares; 2025Q3: 2,544 shares; 2025Q4: 2,409 shares; 2026Q1: 2,196 shares 2,196 $311K 0.25% -213 Timeline EFA 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: not loaded; 2025Q1: not loaded; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $310K 0.25% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 977 shares; 2025Q3: 1,371 shares; 2025Q4: 1,387 shares; 2026Q1: 1,332 shares 1,332 $277K 0.23% -55 Timeline SLQD 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: not loaded; 2025Q1: not loaded; 2025Q2: 5,573 shares; 2025Q3: 5,573 shares; 2025Q4: 4,941 shares; 2026Q1: 4,941 shares 4,941 $249K 0.2% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,881 shares; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 3,097 shares 3,097 $236K 0.19% +217 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: not loaded; 2025Q1: not loaded; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares 4,171 $225K 0.18% 0 Timeline DFAE 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 loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,339 shares; 2026Q1: 6,339 shares 6,339 $215K 0.18% 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: not loaded; 2025Q1: not loaded; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,515 shares; 2026Q1: 3,515 shares 3,515 $209K 0.17% 0 Timeline