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: 66,990 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 1,074,650 shares; 2025Q4: 1,087,893 shares; 2026Q1: 1,153,860 shares 1,153,860 $504M 4.27% +65,967 Timeline SCHG 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: 16,029,106 shares; 2025Q4: 17,067,494 shares; 2026Q1: 17,067,494 shares 17,067,494 $497M 4.21% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 2,177,166 shares; 2025Q4: 2,136,773 shares; 2026Q1: 1,942,336 shares 1,942,336 $462M 3.91% -194,437 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 4,488,013 shares; 2025Q4: 4,440,041 shares; 2026Q1: 4,260,368 shares 4,260,368 $417M 3.53% -179,673 Timeline AGG 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: 2,449,918 shares; 2024Q4: 3,249,918 shares; 2025Q1: 3,699,718 shares; 2025Q2: 2,977,718 shares; 2025Q3: 4,588,871 shares; 2025Q4: 4,592,741 shares; 2026Q1: 3,905,414 shares 3,905,414 $388M 3.28% -687,327 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: 4,184,118 shares; 2025Q4: 4,460,584 shares; 2026Q1: 4,232,459 shares 4,232,459 $383M 3.25% -228,125 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: 2,246,744 shares; 2025Q4: 2,314,911 shares; 2026Q1: 2,229,005 shares 2,229,005 $330M 2.8% -85,906 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 531,340 shares; 2025Q4: 553,542 shares; 2026Q1: 471,293 shares 471,293 $329M 2.79% -82,249 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST 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: 8,231,070 shares; 2025Q4: 8,634,000 shares; 2026Q1: 8,634,000 shares 8,634,000 $324M 2.74% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 833,920 shares; 2025Q4: 875,123 shares; 2026Q1: 859,017 shares 859,017 $316M 2.67% -16,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,635,885 shares; 2025Q4: 4,562,001 shares; 2026Q1: 4,763,933 shares 4,763,933 $305M 2.59% +201,932 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 4,091,668 shares; 2025Q4: 4,091,668 shares; 2026Q1: 3,982,858 shares 3,982,858 $305M 2.58% -108,810 Timeline SPDW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,521,890 shares; 2025Q4: 6,326,017 shares; 2026Q1: 6,371,313 shares 6,371,313 $291M 2.46% +45,296 Timeline IEMG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,882,731 shares; 2025Q4: 4,047,517 shares; 2026Q1: 4,047,517 shares 4,047,517 $282M 2.39% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 2,619,913 shares; 2025Q4: 2,455,282 shares; 2026Q1: 2,413,072 shares 2,413,072 $271M 2.29% -42,210 Timeline IWP 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: 1,895,296 shares; 2025Q4: 1,993,095 shares; 2026Q1: 2,103,984 shares 2,103,984 $270M 2.28% +110,889 Timeline VOT 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: 936,577 shares; 2025Q4: 984,312 shares; 2026Q1: 1,042,640 shares 1,042,640 $268M 2.27% +58,328 Timeline SPHQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,347,138 shares; 2025Q4: 3,347,138 shares; 2026Q1: 3,321,664 shares 3,321,664 $250M 2.12% -25,474 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 2,269,216 shares; 2025Q4: 2,271,112 shares; 2026Q1: 2,160,662 shares 2,160,662 $248M 2.1% -110,450 Timeline AVDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,948,595 shares; 2025Q4: 2,909,857 shares; 2026Q1: 2,909,857 shares 2,909,857 $247M 2.09% 0 Timeline SCHV 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: 8,450,003 shares; 2025Q4: 8,516,803 shares; 2026Q1: 8,055,052 shares 8,055,052 $246M 2.08% -461,751 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 4,463,460 shares; 2025Q4: 4,463,460 shares; 2026Q1: 4,327,273 shares 4,327,273 $245M 2.07% -136,187 Timeline INTF 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: 6,432,520 shares; 2025Q4: 6,373,770 shares; 2026Q1: 6,283,167 shares 6,283,167 $245M 2.07% -90,603 Timeline IMCG 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: 3,117,331 shares; 2025Q4: 3,080,936 shares; 2026Q1: 3,006,105 shares 3,006,105 $237M 2.01% -74,831 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 5,598,074 shares; 2025Q4: 5,429,627 shares; 2026Q1: 5,429,627 shares 5,429,627 $234M 1.98% 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; 2024Q2: restricted; 2024Q3: 380,010 shares; 2024Q4: 166,970 shares; 2025Q1: 166,970 shares; 2025Q2: 524,120 shares; 2025Q3: 291,920 shares; 2025Q4: 289,946 shares; 2026Q1: 337,733 shares 337,733 $221M 1.87% +47,787 Timeline DGRO 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: 3,259,156 shares; 2025Q4: 3,185,104 shares; 2026Q1: 3,114,188 shares 3,114,188 $219M 1.85% -70,916 Timeline VIGI 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: 2,577,712 shares; 2025Q4: 2,488,653 shares; 2026Q1: 2,308,799 shares 2,308,799 $204M 1.73% -179,854 Timeline AVEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266,871 shares; 2025Q4: 2,345,197 shares; 2026Q1: 2,383,157 shares 2,383,157 $192M 1.63% +37,960 Timeline VV 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: 651,803 shares; 2025Q4: 651,803 shares; 2026Q1: 640,266 shares 640,266 $191M 1.62% -11,537 Timeline SCHX 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: 7,592,541 shares; 2025Q4: 7,592,541 shares; 2026Q1: 7,457,977 shares 7,457,977 $191M 1.62% -134,564 Timeline EMGF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014,701 shares; 2025Q4: 3,014,701 shares; 2026Q1: 3,014,701 shares 3,014,701 $182M 1.54% 0 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: 91,320 shares; 2024Q4: 55,020 shares; 2025Q1: 55,020 shares; 2025Q2: 37,720 shares; 2025Q3: 1,202,519 shares; 2025Q4: 1,117,089 shares; 2026Q1: 909,566 shares 909,566 $178M 1.51% -207,523 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307,320 shares; 2025Q2: 7,469,670 shares; 2025Q3: 7,564,670 shares; 2025Q4: 7,414,670 shares; 2026Q1: 7,610,670 shares 7,610,670 $177M 1.5% +196,000 Timeline TLT 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: 2,473,541 shares; 2024Q4: 2,101,441 shares; 2025Q1: 2,101,441 shares; 2025Q2: 2,094,441 shares; 2025Q3: 2,060,441 shares; 2025Q4: 2,054,556 shares; 2026Q1: 2,039,385 shares 2,039,385 $177M 1.5% -15,171 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,597,070 shares; 2025Q4: 1,562,689 shares; 2026Q1: 1,301,180 shares 1,301,180 $163M 1.38% -261,509 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 660,369 shares; 2025Q4: 660,369 shares; 2026Q1: 647,882 shares 647,882 $153M 1.3% -12,487 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 4,254,743 shares; 2025Q4: 3,403,453 shares; 2026Q1: 3,315,128 shares 3,315,128 $151M 1.28% -88,325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360,713 shares; 2025Q4: 2,260,091 shares; 2026Q1: 2,740,660 shares 2,740,660 $148M 1.25% +480,569 Timeline XMMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197,916 shares; 2025Q4: 1,088,140 shares; 2026Q1: 944,456 shares 944,456 $137M 1.16% -143,684 Timeline XMHQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506,189 shares; 2025Q4: 1,400,550 shares; 2026Q1: 1,280,545 shares 1,280,545 $132M 1.12% -120,005 Timeline VOE 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: 600,253 shares; 2025Q4: 623,341 shares; 2026Q1: 612,122 shares 612,122 $113M 0.96% -11,219 Timeline IWS 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: 753,343 shares; 2025Q4: 782,258 shares; 2026Q1: 770,873 shares 770,873 $112M 0.95% -11,385 Timeline SPEM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,741,148 shares; 2025Q4: 2,624,918 shares; 2026Q1: 2,376,441 shares 2,376,441 $111M 0.94% -248,477 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,039,953 shares; 2025Q4: 1,089,894 shares; 2026Q1: 1,055,090 shares 1,055,090 $108M 0.91% -34,804 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 838,797 shares; 2025Q4: 760,620 shares; 2026Q1: 733,157 shares 733,157 $106M 0.9% -27,463 Timeline IMCV 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: 978,800 shares; 2025Q4: 1,008,321 shares; 2026Q1: 965,232 shares 965,232 $81.8M 0.69% -43,089 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 517,325 shares; 2025Q4: 540,584 shares; 2026Q1: 535,439 shares 535,439 $68.7M 0.58% -5,145 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 506,824 shares; 2025Q4: 519,849 shares; 2026Q1: 499,160 shares 499,160 $67.2M 0.57% -20,689 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST 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: 1,413,202 shares; 2025Q4: 1,308,832 shares; 2026Q1: 1,287,969 shares 1,287,969 $62.2M 0.53% -20,863 Timeline SCHA 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: 2,092,621 shares; 2025Q4: 2,161,373 shares; 2026Q1: 2,027,244 shares 2,027,244 $59M 0.5% -134,129 Timeline VB 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: 225,590 shares; 2025Q4: 213,898 shares; 2026Q1: 210,237 shares 210,237 $55.1M 0.47% -3,661 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST 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: 1,404,752 shares; 2025Q4: 1,404,752 shares; 2026Q1: 1,404,752 shares 1,404,752 $53.4M 0.45% 0 Timeline SMLF 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: 667,125 shares; 2025Q4: 667,125 shares; 2026Q1: 667,125 shares 667,125 $50.4M 0.43% 0 Timeline FNDA 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: 1,566,243 shares; 2025Q4: 1,566,243 shares; 2026Q1: 1,444,411 shares 1,444,411 $46.8M 0.4% -121,832 Timeline