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: 68,335 shares; 2024Q4: 68,452 shares; 2025Q1: 72,780 shares; 2025Q2: 75,697 shares; 2025Q3: 79,551 shares; 2025Q4: 93,676 shares; 2026Q1: 99,412 shares 99,412 $59.4M 23.34% +5,736 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: 154,676 shares; 2024Q4: 149,818 shares; 2025Q1: 162,972 shares; 2025Q2: 334,522 shares; 2025Q3: 177,230 shares; 2025Q4: 228,681 shares; 2026Q1: 251,213 shares 251,213 $51.7M 20.31% +22,532 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: 274,025 shares; 2024Q4: 280,635 shares; 2025Q1: 325,427 shares; 2025Q2: 658,588 shares; 2025Q3: 348,772 shares; 2025Q4: 502,297 shares; 2026Q1: 566,090 shares 566,090 $43.7M 17.15% +63,793 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: 292,708 shares; 2024Q4: 298,465 shares; 2025Q1: 336,150 shares; 2025Q2: 308,340 shares; 2025Q3: 318,211 shares; 2025Q4: 430,069 shares; 2026Q1: 480,853 shares 480,853 $35.4M 13.91% +50,784 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: 231,747 shares; 2024Q4: 227,131 shares; 2025Q1: 221,866 shares; 2025Q2: 225,083 shares; 2025Q3: 223,790 shares; 2025Q4: 207,832 shares; 2026Q1: 205,679 shares 205,679 $13.2M 5.18% -2,153 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; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,779 shares; 2025Q1: 24,600 shares; 2025Q2: 25,010 shares; 2025Q3: 24,609 shares; 2025Q4: 21,781 shares; 2026Q1: 26,751 shares 26,751 $8.58M 3.37% +4,970 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: 3,330 shares; 2024Q4: 12,997 shares; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 11,673 shares; 2025Q4: 14,392 shares; 2026Q1: 15,058 shares 15,058 $3.82M 1.5% +666 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: 123,416 shares; 2024Q4: 160,917 shares; 2025Q1: 170,927 shares; 2025Q2: 172,934 shares; 2025Q3: 192,137 shares; 2025Q4: 175,486 shares; 2026Q1: 194,906 shares 194,906 $3.81M 1.5% +19,420 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: 45,557 shares; 2024Q4: 110,018 shares; 2025Q1: 131,177 shares; 2025Q2: 137,728 shares; 2025Q3: 151,722 shares; 2025Q4: 159,595 shares; 2026Q1: 178,875 shares 178,875 $3.51M 1.38% +19,280 Timeline ITOT 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: 22,540 shares; 2024Q4: 22,540 shares; 2025Q1: 22,540 shares; 2025Q2: 22,540 shares; 2025Q3: 22,540 shares; 2025Q4: 22,540 shares; 2026Q1: 22,540 shares 22,540 $3.21M 1.26% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,317 shares; 2026Q1: 2,331 shares 2,331 $2.14M 0.84% +14 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 reported; 2024Q4: not reported; 2025Q1: 12,426 shares; 2025Q2: 23,205 shares; 2025Q3: 30,541 shares; 2025Q4: 77,675 shares; 2026Q1: 97,203 shares 97,203 $1.99M 0.78% +19,528 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: 4,465 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,165 shares; 2025Q4: 7,880 shares; 2026Q1: 8,244 shares 8,244 $1.72M 0.67% +364 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,761 shares; 2026Q1: 4,137 shares 4,137 $1.53M 0.6% +376 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares 3,355 $1.4M 0.55% 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 reported; 2024Q4: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 22,655 shares; 2025Q4: 22,655 shares; 2026Q1: 22,655 shares 22,655 $1.35M 0.53% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,844 shares 5,844 $1.14M 0.45% 0 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; 2024Q2: restricted; 2024Q3: 16,959 shares; 2024Q4: 17,646 shares; 2025Q1: 21,646 shares; 2025Q2: 21,646 shares; 2025Q3: 21,646 shares; 2025Q4: 21,763 shares; 2026Q1: 21,763 shares 21,763 $1.09M 0.43% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 3,705 shares; 2026Q1: 6,014 shares 6,014 $1.05M 0.41% +2,309 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; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 5,029 shares; 2025Q3: 2,513 shares; 2025Q4: 2,256 shares; 2026Q1: 2,232 shares 2,232 $975K 0.38% -24 Timeline AVUV 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: 4,765 shares; 2024Q4: 6,737 shares; 2025Q1: 7,803 shares; 2025Q2: 8,147 shares; 2025Q3: 8,178 shares; 2025Q4: 8,203 shares; 2026Q1: 8,221 shares 8,221 $908K 0.36% +18 Timeline IVV 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: 1,240 shares; 2024Q4: 1,243 shares; 2025Q1: 1,245 shares; 2025Q2: 1,252 shares; 2025Q3: 1,246 shares; 2025Q4: 1,641 shares; 2026Q1: 1,325 shares 1,325 $866K 0.34% -316 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; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,581 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,598 shares 3,598 $691K 0.27% 0 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: 762 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 787 shares; 2025Q3: 788 shares; 2025Q4: 805 shares; 2026Q1: 1,129 shares 1,129 $651K 0.26% +324 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; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 2,510 shares; 2025Q2: 2,516 shares; 2025Q3: 2,510 shares; 2025Q4: 3,107 shares; 2026Q1: 3,277 shares 3,277 $643K 0.25% +170 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: 11,162 shares; 2024Q4: 10,475 shares; 2025Q1: 10,480 shares; 2025Q2: 20,971 shares; 2025Q3: 10,511 shares; 2025Q4: 10,854 shares; 2026Q1: 11,171 shares 11,171 $604K 0.24% +317 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,524 shares 3,524 $598K 0.23% +108 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,492 shares 1,492 $511K 0.2% -157 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 765 shares; 2026Q1: 814 shares 814 $466K 0.18% +49 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; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 15,121 shares; 2025Q1: 15,126 shares; 2025Q2: 15,132 shares; 2025Q3: 15,161 shares; 2025Q4: 14,907 shares; 2026Q1: 14,907 shares 14,907 $457K 0.18% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,788 shares; 2025Q1: 7,208 shares; 2025Q2: 7,208 shares; 2025Q3: 7,208 shares; 2025Q4: 10,812 shares; 2026Q1: 10,812 shares 10,812 $438K 0.17% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,507 shares 1,507 $433K 0.17% +327 Timeline IXUS 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: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares 4,925 $427K 0.17% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares 891 $422K 0.17% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,498 shares 8,498 $408K 0.16% new Timeline IWM 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: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $400K 0.16% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $378K 0.15% 0 Timeline DFAC 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: 8,666 shares; 2024Q4: 8,666 shares; 2025Q1: 8,666 shares; 2025Q2: 8,666 shares; 2025Q3: 8,666 shares; 2025Q4: 9,566 shares; 2026Q1: 9,566 shares 9,566 $372K 0.15% 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; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 966 shares 966 $344K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares; 2026Q1: 521 shares 521 $339K 0.13% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $311K 0.12% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,930 shares; 2025Q2: 15,930 shares; 2025Q3: 15,930 shares; 2025Q4: 15,930 shares; 2026Q1: 15,930 shares 15,930 $309K 0.12% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: 905 shares 905 $260K 0.1% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,033 shares 4,033 $259K 0.1% +33 Timeline IJR 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: 2,761 shares; 2024Q4: 2,034 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $255K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,887 shares 1,887 $251K 0.1% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,608 shares; 2026Q1: 5,117 shares 5,117 $250K 0.1% +509 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,705 shares 1,705 $249K 0.1% +5 Timeline BSV 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: 3,003 shares; 2024Q4: 3,039 shares; 2025Q1: 3,058 shares; 2025Q2: 3,087 shares; 2025Q3: 3,117 shares; 2025Q4: 3,158 shares; 2026Q1: 3,176 shares 3,176 $249K 0.1% +18 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845 $243K 0.1% new 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: 4,391 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,448 shares; 2025Q3: 4,449 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares 3,002 $236K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $236K 0.09% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 534 shares 534 $227K 0.09% -394 Timeline IEFA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,412 shares 2,412 $218K 0.09% new Timeline