IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,139,503 shares; 2025Q1: 3,131,092 shares; 2025Q2: 3,104,863 shares 3,104,863 $259M 14.7% -26,229 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,235,849 shares; 2025Q1: 1,271,722 shares; 2025Q2: 1,289,595 shares 1,289,595 $250M 14.21% +17,873 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434,784 shares; 2025Q1: 3,488,624 shares; 2025Q2: 3,491,725 shares 3,491,725 $210M 11.89% +3,101 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,020,376 shares; 2025Q1: 2,042,984 shares; 2025Q2: 1,972,835 shares 1,972,835 $196M 11.1% -70,149 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388,847 shares; 2025Q1: 391,092 shares; 2025Q2: 428,014 shares 428,014 $182M 10.31% +36,922 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,980,475 shares; 2025Q1: 2,043,204 shares; 2025Q2: 2,102,885 shares 2,102,885 $155M 8.78% +59,681 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,771 shares; 2025Q1: 240,149 shares; 2025Q2: 241,631 shares 241,631 $150M 8.51% +1,482 Timeline VGK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,101,604 shares; 2025Q1: 1,104,763 shares; 2025Q2: 1,099,745 shares 1,099,745 $85.2M 4.83% -5,018 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283,814 shares; 2025Q1: 292,989 shares; 2025Q2: 327,375 shares 327,375 $70.6M 4.01% +34,386 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839,262 shares; 2025Q1: 852,439 shares; 2025Q2: 849,678 shares 849,678 $39.3M 2.23% -2,761 Timeline GMF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,200 shares; 2025Q1: 248,120 shares; 2025Q2: 246,932 shares 246,932 $31.2M 1.77% -1,188 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314,845 shares; 2025Q1: 314,475 shares; 2025Q2: 308,105 shares 308,105 $27.5M 1.56% -6,370 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,948 shares; 2025Q1: 311,614 shares; 2025Q2: 311,088 shares 311,088 $25.1M 1.42% -526 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,508 shares; 2025Q1: 65,068 shares; 2025Q2: 63,144 shares 63,144 $22.2M 1.26% -1,924 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,951 shares; 2025Q1: 231,323 shares; 2025Q2: 230,761 shares 230,761 $21.4M 1.21% -562 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,479 shares; 2025Q1: 156,069 shares; 2025Q2: 158,373 shares 158,373 $16.5M 0.94% +2,304 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,457 shares; 2025Q1: 318,407 shares; 2025Q2: 333,868 shares 333,868 $16.4M 0.93% +15,461 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,785 shares; 2025Q1: 10,725 shares; 2025Q2: 10,000 shares 10,000 $6.18M 0.35% -725 Timeline