AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,726,030 shares; 2026Q2: 10,271,333 shares 10,271,333 $1.02B 82% +3,545,303 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; 2024Q3: 208,950 shares; 2024Q4: 203,358 shares; 2025Q1: 302,535 shares; 2025Q2: 199,703 shares; 2025Q3: 193,459 shares; 2025Q4: 247,379 shares; 2026Q1: 94,300 shares; 2026Q2: 92,692 shares 92,692 $63.7M 5.14% -1,608 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490,400 shares; 2025Q4: 490,400 shares; 2026Q1: 490,400 shares; 2026Q2: 490,400 shares 490,400 $24.8M 2% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,334 shares 27,334 $20.5M 1.65% new 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; 2024Q3: 173,050 shares; 2024Q4: 164,513 shares; 2025Q1: 328,708 shares; 2025Q2: 180,202 shares; 2025Q3: 198,326 shares; 2025Q4: 211,964 shares; 2026Q1: 242,510 shares; 2026Q2: 221,656 shares 221,656 $18.9M 1.53% -20,854 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; 2024Q3: 257,047 shares; 2024Q4: 241,217 shares; 2025Q1: 353,348 shares; 2025Q2: 16,661 shares; 2025Q3: 143,018 shares; 2025Q4: 143,018 shares; 2026Q1: 143,018 shares; 2026Q2: 217,799 shares 217,799 $17M 1.37% +74,781 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; 2024Q3: 129,456 shares; 2024Q4: 129,456 shares; 2025Q1: 258,912 shares; 2025Q2: 129,456 shares; 2025Q3: 183,490 shares; 2025Q4: 193,850 shares; 2026Q1: 174,088 shares; 2026Q2: 185,855 shares 185,855 $13.6M 1.1% +11,767 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; 2024Q3: 186,413 shares; 2024Q4: 189,350 shares; 2025Q1: 378,700 shares; 2025Q2: 189,350 shares; 2025Q3: 192,843 shares; 2025Q4: 190,699 shares; 2026Q1: 176,839 shares; 2026Q2: 180,653 shares 180,653 $13.6M 1.1% +3,814 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; 2024Q3: 178,020 shares; 2024Q4: 179,413 shares; 2025Q1: 358,826 shares; 2025Q2: 178,422 shares; 2025Q3: 176,225 shares; 2025Q4: 173,961 shares; 2026Q1: 160,545 shares; 2026Q2: 162,657 shares 162,657 $13.4M 1.08% +2,112 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; 2024Q3: 185,805 shares; 2024Q4: 185,943 shares; 2025Q1: 371,886 shares; 2025Q2: 221,429 shares; 2025Q3: 183,685 shares; 2025Q4: 182,553 shares; 2026Q1: 168,364 shares; 2026Q2: 170,023 shares 170,023 $13.4M 1.08% +1,659 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; 2024Q3: 154,607 shares; 2024Q4: 149,282 shares; 2025Q1: 195,936 shares; 2025Q2: 149,179 shares; 2025Q3: 154,921 shares; 2025Q4: 224,143 shares; 2026Q1: 50,963 shares; 2026Q2: 48,761 shares 48,761 $12M 0.97% -2,202 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,956 shares; 2024Q4: 47,166 shares; 2025Q1: 94,332 shares; 2025Q2: 47,166 shares; 2025Q3: 62,798 shares; 2025Q4: 59,749 shares; 2026Q1: 39,275 shares; 2026Q2: 52,602 shares 52,602 $7.23M 0.58% +13,327 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,621 shares; 2024Q4: 20,201 shares; 2025Q1: 42,978 shares; 2025Q2: 24,230 shares; 2025Q3: 26,955 shares; 2025Q4: 26,956 shares; 2026Q1: 33,485 shares; 2026Q2: 37,288 shares 37,288 $4.08M 0.33% +3,803 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 757 shares; 2026Q1: 757 shares; 2026Q2: 2,373 shares 2,373 $539K 0.04% +1,616 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; 2024Q3: 302,743 shares; 2024Q4: 302,743 shares; 2025Q1: 302,743 shares; 2025Q2: 302,743 shares; 2025Q3: 302,743 shares; 2025Q4: 302,743 shares; 2026Q1: 302,743 shares; 2026Q2: 302,743 shares 302,743 $230K 0.02% 0 Timeline