VT 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; 2024Q3: 312,161 shares; 2024Q4: 383,971 shares; 2025Q1: 470,604 shares; 2025Q2: 509,308 shares; 2025Q3: 810,395 shares; 2025Q4: 898,109 shares; 2026Q1: 912,923 shares; 2026Q2: 954,731 shares 954,731 $150M 50.59% +41,808 Timeline VGSH 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: 584,904 shares; 2024Q4: 713,086 shares; 2025Q1: 680,428 shares; 2025Q2: 663,193 shares; 2025Q3: 544,563 shares; 2025Q4: 488,196 shares; 2026Q1: 475,011 shares; 2026Q2: 746,524 shares 746,524 $43.4M 14.67% +271,513 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; 2024Q3: 33,507 shares; 2024Q4: 34,566 shares; 2025Q1: 33,826 shares; 2025Q2: 33,136 shares; 2025Q3: 72,809 shares; 2025Q4: 75,916 shares; 2026Q1: 76,862 shares; 2026Q2: 78,259 shares 78,259 $29M 9.78% +1,397 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; 2024Q3: 161,392 shares; 2024Q4: 178,627 shares; 2025Q1: 183,547 shares; 2025Q2: 206,917 shares; 2025Q3: 205,240 shares; 2025Q4: 202,320 shares; 2026Q1: 230,881 shares; 2026Q2: 272,570 shares 272,570 $16.1M 5.43% +41,689 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,503 shares; 2024Q4: 155,433 shares; 2025Q1: 169,362 shares; 2025Q2: 223,010 shares; 2025Q3: 224,602 shares; 2025Q4: 260,022 shares; 2026Q1: 297,658 shares; 2026Q2: 356,136 shares 356,136 $15.5M 5.23% +58,478 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,867 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 58,352 shares; 2025Q3: 65,877 shares; 2025Q4: 63,237 shares; 2026Q1: 61,001 shares; 2026Q2: 93,669 shares 93,669 $10.3M 3.49% +32,668 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: 42,167 shares; 2024Q4: 45,672 shares; 2025Q1: 44,862 shares; 2025Q2: 44,202 shares; 2025Q3: 101,788 shares; 2025Q4: 113,010 shares; 2026Q1: 113,067 shares; 2026Q2: 115,083 shares 115,083 $9.84M 3.32% +2,016 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,629 shares; 2025Q3: 84,629 shares; 2025Q4: 84,629 shares; 2026Q1: 129,807 shares; 2026Q2: 129,807 shares 129,807 $9.8M 3.31% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,163 shares; 2024Q4: 80,497 shares; 2025Q1: 100,923 shares; 2025Q2: 90,275 shares; 2025Q3: 87,445 shares; 2025Q4: 28,384 shares; 2026Q1: 23,009 shares; 2026Q2: 23,009 shares 23,009 $2.28M 0.77% 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; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $2.24M 0.76% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,023 shares; 2026Q1: 27,023 shares; 2026Q2: 27,023 shares 27,023 $1.61M 0.54% 0 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; 2024Q3: 16,602 shares; 2024Q4: 49,806 shares; 2025Q1: 49,806 shares; 2025Q2: 49,806 shares; 2025Q3: 49,806 shares; 2025Q4: 49,806 shares; 2026Q1: 49,806 shares; 2026Q2: 49,806 shares 49,806 $1.47M 0.49% 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; 2024Q3: 1,860 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 1,844 shares 1,844 $1.38M 0.47% 0 Timeline VNQ 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: 13,805 shares; 2024Q4: 13,805 shares; 2025Q1: 13,805 shares; 2025Q2: 13,805 shares; 2025Q3: 13,805 shares; 2025Q4: 13,805 shares; 2026Q1: 13,805 shares; 2026Q2: 13,805 shares 13,805 $1.33M 0.45% 0 Timeline SPGM 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; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,435 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 6,435 shares; 2026Q1: 6,435 shares; 2026Q2: 6,435 shares 6,435 $551K 0.19% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,310 shares; 2024Q4: 12,620 shares; 2025Q1: 12,620 shares; 2025Q2: 12,620 shares; 2025Q3: 12,620 shares; 2025Q4: 12,620 shares; 2026Q1: 12,639 shares; 2026Q2: 12,639 shares 12,639 $350K 0.12% 0 Timeline IJH 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: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320 $333K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $284K 0.1% 0 Timeline IDV 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: 6,845 shares; 2025Q4: 6,845 shares; 2026Q1: 6,845 shares; 2026Q2: 6,845 shares 6,845 $284K 0.1% 0 Timeline IJR 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: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $283K 0.1% 0 Timeline