AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129,161 shares; 2024Q4: 2,953,780 shares; 2025Q1: 2,953,780 shares; 2025Q2: 5,022,980 shares; 2025Q3: 9,126,963 shares; 2025Q4: 8,726,963 shares 8,726,963 $872M 55.17% -400,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,950 shares; 2024Q4: 203,358 shares; 2025Q1: 302,535 shares; 2025Q2: 199,703 shares; 2025Q3: 193,459 shares; 2025Q4: 247,379 shares 247,379 $155M 9.82% +53,920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127,975 shares; 2024Q4: 1,122,297 shares; 2025Q1: 1,188,515 shares; 2025Q2: 1,171,715 shares; 2025Q3: 1,100,299 shares; 2025Q4: 1,690,359 shares 1,690,359 $124M 7.87% +590,060 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,495 shares; 2024Q4: 2,154,495 shares; 2025Q1: 2,421,191 shares; 2025Q2: 2,421,191 shares; 2025Q3: 2,421,191 shares; 2025Q4: 2,421,191 shares 2,421,191 $115M 7.26% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,559,006 shares 3,559,006 $91.6M 5.8% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,175 shares; 2024Q4: 211,676 shares; 2025Q1: 215,991 shares; 2025Q2: 215,563 shares; 2025Q3: 212,854 shares; 2025Q4: 336,132 shares 336,132 $48.2M 3.05% +123,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,607 shares; 2024Q4: 149,282 shares; 2025Q1: 195,936 shares; 2025Q2: 149,179 shares; 2025Q3: 154,921 shares; 2025Q4: 224,143 shares 224,143 $46.9M 2.97% +69,222 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490,400 shares; 2025Q4: 490,400 shares 490,400 $25.1M 1.59% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,050 shares; 2024Q4: 164,513 shares; 2025Q1: 328,708 shares; 2025Q2: 180,202 shares; 2025Q3: 198,326 shares; 2025Q4: 211,964 shares 211,964 $16M 1.01% +13,638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,020 shares; 2024Q4: 179,413 shares; 2025Q1: 358,826 shares; 2025Q2: 178,422 shares; 2025Q3: 176,225 shares; 2025Q4: 173,961 shares 173,961 $14.6M 0.92% -2,264 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,805 shares; 2024Q4: 185,943 shares; 2025Q1: 371,886 shares; 2025Q2: 221,429 shares; 2025Q3: 183,685 shares; 2025Q4: 182,553 shares 182,553 $14.6M 0.92% -1,132 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,413 shares; 2024Q4: 189,350 shares; 2025Q1: 378,700 shares; 2025Q2: 189,350 shares; 2025Q3: 192,843 shares; 2025Q4: 190,699 shares 190,699 $14.5M 0.92% -2,144 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,456 shares; 2024Q4: 129,456 shares; 2025Q1: 258,912 shares; 2025Q2: 129,456 shares; 2025Q3: 183,490 shares; 2025Q4: 193,850 shares 193,850 $14.4M 0.91% +10,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,047 shares; 2024Q4: 241,217 shares; 2025Q1: 353,348 shares; 2025Q2: 16,661 shares; 2025Q3: 143,018 shares; 2025Q4: 143,018 shares 143,018 $11.3M 0.71% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,956 shares; 2024Q4: 47,166 shares; 2025Q1: 94,332 shares; 2025Q2: 47,166 shares; 2025Q3: 62,798 shares; 2025Q4: 59,749 shares 59,749 $7.36M 0.47% -3,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,608 shares; 2024Q4: 19,408 shares; 2025Q1: 18,400 shares; 2025Q2: 17,310 shares; 2025Q3: 14,323 shares; 2025Q4: 13,014 shares 13,014 $4.36M 0.28% -1,309 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 20,201 shares; 2025Q1: 42,978 shares; 2025Q2: 24,230 shares; 2025Q3: 26,955 shares; 2025Q4: 26,956 shares 26,956 $2.96M 0.19% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 12,214 shares; 2025Q1: 11,222 shares; 2025Q2: 10,867 shares; 2025Q3: 9,177 shares; 2025Q4: 8,426 shares 8,426 $1.85M 0.12% -751 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,743 shares; 2024Q4: 302,743 shares; 2025Q1: 302,743 shares; 2025Q2: 302,743 shares; 2025Q3: 302,743 shares; 2025Q4: 302,743 shares 302,743 $409K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 757 shares 757 $161K 0.01% +624 Timeline