IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,139,503 shares; 2025Q1: 3,131,092 shares; 2025Q2: 3,104,863 shares; 2025Q3: 3,152,382 shares 3,152,382 $275M 14.62% +47,519 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,235,849 shares; 2025Q1: 1,271,722 shares; 2025Q2: 1,289,595 shares; 2025Q3: 1,312,135 shares 1,312,135 $267M 14.19% +22,540 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434,784 shares; 2025Q1: 3,488,624 shares; 2025Q2: 3,491,725 shares; 2025Q3: 3,523,665 shares 3,523,665 $232M 12.33% +31,940 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,020,376 shares; 2025Q1: 2,042,984 shares; 2025Q2: 1,972,835 shares; 2025Q3: 2,042,815 shares 2,042,815 $205M 10.88% +69,980 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388,847 shares; 2025Q1: 391,092 shares; 2025Q2: 428,014 shares; 2025Q3: 423,606 shares 423,606 $198M 10.54% -4,408 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,771 shares; 2025Q1: 240,149 shares; 2025Q2: 241,631 shares; 2025Q3: 241,631 shares 241,631 $162M 8.59% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,980,475 shares; 2025Q1: 2,043,204 shares; 2025Q2: 2,102,885 shares; 2025Q3: 2,151,095 shares 2,151,095 $160M 8.5% +48,210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,101,604 shares; 2025Q1: 1,104,763 shares; 2025Q2: 1,099,745 shares; 2025Q3: 1,098,623 shares 1,098,623 $87.7M 4.66% -1,122 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283,814 shares; 2025Q1: 292,989 shares; 2025Q2: 327,375 shares; 2025Q3: 327,132 shares 327,132 $79.2M 4.2% -243 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839,262 shares; 2025Q1: 852,439 shares; 2025Q2: 849,678 shares; 2025Q3: 848,374 shares 848,374 $42.9M 2.28% -1,304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,200 shares; 2025Q1: 248,120 shares; 2025Q2: 246,932 shares; 2025Q3: 246,047 shares 246,047 $34.2M 1.82% -885 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314,845 shares; 2025Q1: 314,475 shares; 2025Q2: 308,105 shares; 2025Q3: 304,735 shares 304,735 $28.5M 1.51% -3,370 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 307,948 shares; 2025Q1: 311,614 shares; 2025Q2: 311,088 shares; 2025Q3: 324,745 shares 324,745 $26.4M 1.4% +13,657 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,508 shares; 2025Q1: 65,068 shares; 2025Q2: 63,144 shares; 2025Q3: 62,244 shares 62,244 $23.6M 1.25% -900 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,951 shares; 2025Q1: 231,323 shares; 2025Q2: 230,761 shares; 2025Q3: 240,731 shares 240,731 $22.9M 1.22% +9,970 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,479 shares; 2025Q1: 156,069 shares; 2025Q2: 158,373 shares; 2025Q3: 150,213 shares 150,213 $16M 0.85% -8,160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,457 shares; 2025Q1: 318,407 shares; 2025Q2: 333,868 shares; 2025Q3: 314,281 shares 314,281 $15.7M 0.84% -19,587 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,785 shares; 2025Q1: 10,725 shares; 2025Q2: 10,000 shares; 2025Q3: 9,855 shares 9,855 $6.57M 0.35% -145 Timeline