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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 117,423 shares; 2023Q1: 118,243 shares; 2023Q2: 117,899 shares; 2023Q3: 112,841 shares 112,841 $7.98M 6.07% -5,058 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 94,811 shares; 2023Q1: 96,364 shares; 2023Q2: 96,070 shares; 2023Q3: 97,804 shares 97,804 $7.87M 5.99% +1,734 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,440 shares; 2023Q1: 36,385 shares; 2023Q2: 86,110 shares; 2023Q3: 90,584 shares 90,584 $6.87M 5.22% +4,474 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 164,258 shares; 2023Q1: 171,587 shares; 2023Q2: 182,776 shares; 2023Q3: 212,850 shares 212,850 $6.74M 5.13% +30,074 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35,857 shares; 2023Q1: 41,117 shares; 2023Q2: 41,545 shares; 2023Q3: 42,526 shares 42,526 $6.54M 4.97% +981 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,068 shares; 2023Q1: 100,710 shares; 2023Q2: 100,649 shares; 2023Q3: 100,273 shares 100,273 $5.98M 4.55% -376 Timeline XSVM 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86,266 shares; 2023Q1: 84,623 shares; 2023Q2: 112,610 shares; 2023Q3: 116,040 shares 116,040 $5.59M 4.25% +3,430 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 142,532 shares; 2023Q1: 136,772 shares; 2023Q2: 133,510 shares; 2023Q3: 133,613 shares 133,613 $5.18M 3.94% +103 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 96,421 shares; 2023Q1: 96,037 shares; 2023Q2: 96,487 shares; 2023Q3: 96,966 shares 96,966 $4.8M 3.65% +479 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50,615 shares; 2023Q1: 50,719 shares; 2023Q2: 51,429 shares; 2023Q3: 51,958 shares 51,958 $4.75M 3.61% +529 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,021 shares; 2023Q1: 66,676 shares; 2023Q2: 68,447 shares; 2023Q3: 87,317 shares 87,317 $4.39M 3.34% +18,870 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 25,975 shares; 2023Q1: 26,006 shares; 2023Q2: 26,360 shares; 2023Q3: 26,561 shares 26,561 $4.24M 3.22% +201 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 21,936 shares; 2023Q1: 21,453 shares; 2023Q2: 20,644 shares; 2023Q3: 20,282 shares 20,282 $3.47M 2.64% -362 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,716 shares; 2023Q1: 29,721 shares; 2023Q2: 29,156 shares; 2023Q3: 28,687 shares 28,687 $2.93M 2.23% -469 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 36,861 shares; 2023Q1: 35,462 shares; 2023Q2: 35,557 shares; 2023Q3: 37,021 shares 37,021 $2.75M 2.09% +1,464 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,478 shares; 2023Q1: 23,131 shares; 2023Q2: 26,815 shares; 2023Q3: 39,848 shares 39,848 $2.23M 1.7% +13,033 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,947 shares; 2023Q1: 6,145 shares; 2023Q2: 29,243 shares; 2023Q3: 41,602 shares 41,602 $2.06M 1.56% +12,359 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,966 shares; 2023Q1: 10,974 shares; 2023Q2: 11,165 shares; 2023Q3: 11,199 shares 11,199 $1.7M 1.29% +34 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,015 shares; 2023Q1: 8,860 shares; 2023Q2: 8,846 shares; 2023Q3: 8,684 shares 8,684 $1.69M 1.29% -162 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,034 shares; 2023Q3: 4,141 shares 4,141 $1.63M 1.24% +3,107 Timeline XLG 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,013 shares; 2023Q1: 4,013 shares; 2023Q2: 4,051 shares; 2023Q3: 43,040 shares 43,040 $1.46M 1.11% +38,989 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,379 shares; 2023Q1: 13,327 shares; 2023Q2: 13,697 shares; 2023Q3: 9,469 shares 9,469 $1.25M 0.95% -4,228 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,989 shares; 2023Q1: 10,516 shares; 2023Q2: 10,517 shares; 2023Q3: 10,517 shares 10,517 $1.24M 0.94% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 23,559 shares; 2023Q1: 16,761 shares; 2023Q2: 17,553 shares; 2023Q3: 24,988 shares 24,988 $1.22M 0.93% +7,435 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,486 shares; 2023Q1: 5,559 shares; 2023Q2: 5,623 shares; 2023Q3: 5,625 shares 5,625 $1.2M 0.92% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,161 shares; 2023Q1: 9,490 shares; 2023Q2: 9,438 shares; 2023Q3: 9,054 shares 9,054 $1.19M 0.9% -384 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,904 shares; 2023Q1: 24,846 shares; 2023Q2: 30,941 shares; 2023Q3: 43,093 shares 43,093 $1.13M 0.86% +12,152 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 34,088 shares; 2023Q1: 31,052 shares; 2023Q2: 31,300 shares; 2023Q3: 34,329 shares 34,329 $1.03M 0.79% +3,029 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 2,346 shares; 2023Q2: 2,616 shares; 2023Q3: 3,689 shares 3,689 $1M 0.76% +1,073 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,007 shares; 2023Q1: 14,751 shares; 2023Q2: 18,332 shares; 2023Q3: 22,486 shares 22,486 $1M 0.76% +4,154 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,324 shares; 2023Q1: 13,147 shares; 2023Q2: 13,612 shares; 2023Q3: 11,586 shares 11,586 $1000K 0.76% -2,026 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,130 shares; 2023Q1: 3,178 shares; 2023Q2: 3,179 shares; 2023Q3: 3,056 shares 3,056 $965K 0.73% -123 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,603 shares; 2023Q1: 3,726 shares; 2023Q2: 3,730 shares; 2023Q3: 3,740 shares 3,740 $936K 0.71% +10 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,320 shares; 2023Q1: 4,420 shares; 2023Q2: 4,421 shares; 2023Q3: 4,400 shares 4,400 $916K 0.7% -21 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,228 shares; 2023Q1: 4,203 shares; 2023Q2: 4,337 shares; 2023Q3: 4,343 shares 4,343 $821K 0.62% +6 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,954 shares; 2023Q1: 14,076 shares; 2023Q2: 17,879 shares; 2023Q3: 24,176 shares 24,176 $777K 0.59% +6,297 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29,486 shares; 2023Q1: 10,299 shares; 2023Q2: 10,561 shares; 2023Q3: 8,180 shares 8,180 $768K 0.58% -2,381 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,365 shares; 2023Q1: 9,330 shares; 2023Q2: 9,330 shares; 2023Q3: 9,330 shares 9,330 $731K 0.56% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,393 shares; 2023Q1: 31,616 shares; 2023Q2: 35,794 shares; 2023Q3: 27,805 shares 27,805 $728K 0.55% -7,989 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,200 shares 16,200 $708K 0.54% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,732 shares 14,732 $705K 0.54% new 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,620 shares; 2023Q1: 5,642 shares; 2023Q2: 5,587 shares; 2023Q3: 5,507 shares 5,507 $700K 0.53% -80 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares 1,739 $635K 0.48% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,992 shares; 2023Q1: 14,792 shares; 2023Q2: 9,619 shares; 2023Q3: 8,468 shares 8,468 $613K 0.47% -1,151 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,238 shares; 2023Q1: 3,231 shares; 2023Q2: 3,028 shares; 2023Q3: 3,029 shares 3,029 $593K 0.45% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,010 shares; 2023Q1: 4,013 shares; 2023Q2: 4,020 shares; 2023Q3: 4,026 shares 4,026 $587K 0.45% +6 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 15,119 shares; 2023Q1: 16,886 shares; 2023Q2: 16,911 shares; 2023Q3: 16,914 shares 16,914 $568K 0.43% +3 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,476 shares; 2023Q1: 4,454 shares; 2023Q2: 5,452 shares; 2023Q3: 7,888 shares 7,888 $563K 0.43% +2,436 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,574 shares; 2023Q1: 8,244 shares; 2023Q2: 10,009 shares; 2023Q3: 11,158 shares 11,158 $541K 0.41% +1,149 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,326 shares; 2023Q1: 1,326 shares; 2023Q2: 1,281 shares; 2023Q3: 1,281 shares 1,281 $449K 0.34% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 14,447 shares; 2023Q2: 14,807 shares; 2023Q3: 9,427 shares 9,427 $449K 0.34% -5,380 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,390 shares; 2023Q1: 9,702 shares; 2023Q2: 10,045 shares; 2023Q3: 10,256 shares 10,256 $448K 0.34% +211 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,763 shares; 2023Q1: 15,032 shares; 2023Q2: 15,139 shares; 2023Q3: 10,683 shares 10,683 $443K 0.34% -4,456 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,340 shares; 2023Q1: 8,551 shares; 2023Q2: 8,551 shares; 2023Q3: 8,551 shares 8,551 $411K 0.31% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,094 shares; 2023Q1: 11,171 shares; 2023Q2: 11,171 shares; 2023Q3: 5,635 shares 5,635 $410K 0.31% -5,536 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,797 shares; 2023Q1: 3,797 shares; 2023Q2: 3,797 shares; 2023Q3: 3,797 shares 3,797 $392K 0.3% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,834 shares; 2023Q1: 7,883 shares; 2023Q2: 7,883 shares; 2023Q3: 7,318 shares 7,318 $388K 0.3% -565 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 711 shares; 2023Q1: 1,141 shares; 2023Q2: 1,281 shares; 2023Q3: 2,585 shares 2,585 $381K 0.29% +1,304 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,384 shares; 2023Q1: 1,384 shares; 2023Q2: 1,374 shares; 2023Q3: 1,374 shares 1,374 $369K 0.28% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,790 shares; 2023Q1: 6,574 shares; 2023Q2: 6,671 shares; 2023Q3: 3,487 shares 3,487 $366K 0.28% -3,184 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,450 shares; 2023Q1: 26,348 shares; 2023Q2: 26,348 shares; 2023Q3: 26,348 shares 26,348 $361K 0.27% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,131 shares; 2023Q1: 24,131 shares; 2023Q2: 24,057 shares; 2023Q3: 7,113 shares 7,113 $360K 0.27% -16,944 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,068 shares 8,068 $316K 0.24% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,687 shares; 2023Q1: 12,137 shares; 2023Q2: 13,687 shares; 2023Q3: 13,687 shares 13,687 $314K 0.24% 0 Timeline PFM 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,456 shares; 2023Q1: 8,472 shares; 2023Q2: 8,487 shares; 2023Q3: 8,504 shares 8,504 $311K 0.24% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,471 shares 4,471 $306K 0.23% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,532 shares; 2023Q1: 2,583 shares; 2023Q2: 2,343 shares; 2023Q3: 2,223 shares 2,223 $293K 0.22% -120 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 415 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 1,156 shares 1,156 $288K 0.22% +735 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 953 shares 953 $286K 0.22% -78 Timeline XSMO 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,949 shares; 2023Q1: 5,655 shares; 2023Q2: 5,672 shares; 2023Q3: 5,682 shares 5,682 $276K 0.21% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,543 shares; 2023Q1: 2,593 shares; 2023Q2: 2,593 shares; 2023Q3: 2,442 shares 2,442 $270K 0.21% -151 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,812 shares; 2023Q1: 5,847 shares; 2023Q2: 5,813 shares; 2023Q3: 5,677 shares 5,677 $269K 0.2% -136 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,640 shares; 2023Q1: 8,640 shares; 2023Q2: 8,640 shares; 2023Q3: 8,674 shares 8,674 $264K 0.2% +34 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,952 shares; 2023Q1: 1,952 shares; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares 2,002 $262K 0.2% 0 Timeline SPGP 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,327 shares; 2023Q1: 3,041 shares; 2023Q2: 2,849 shares; 2023Q3: 2,849 shares 2,849 $260K 0.2% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,089 shares; 2023Q1: 1,089 shares; 2023Q2: 1,089 shares; 2023Q3: 1,089 shares 1,089 $256K 0.19% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,042 shares; 2023Q1: 12,908 shares; 2023Q2: 13,129 shares; 2023Q3: 5,656 shares 5,656 $250K 0.19% -7,473 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,396 shares; 2023Q1: 6,359 shares; 2023Q2: 6,428 shares; 2023Q3: 6,428 shares 6,428 $249K 0.19% 0 Timeline XSLV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,857 shares; 2023Q1: 21,375 shares; 2023Q2: 6,254 shares; 2023Q3: 6,279 shares 6,279 $248K 0.19% +25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 648 shares; 2023Q2: 644 shares; 2023Q3: 644 shares 644 $243K 0.18% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,470 shares; 2023Q3: 6,517 shares 6,517 $240K 0.18% -953 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,350 shares; 2023Q1: 8,454 shares; 2023Q2: 8,568 shares; 2023Q3: 8,689 shares 8,689 $235K 0.18% +121 Timeline XMLV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24,211 shares; 2023Q1: 21,694 shares; 2023Q2: 4,730 shares; 2023Q3: 4,753 shares 4,753 $234K 0.18% +23 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 374 shares; 2023Q1: 1,209 shares; 2023Q2: 2,390 shares; 2023Q3: 2,880 shares 2,880 $232K 0.18% +490 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,347 shares 4,347 $221K 0.17% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,912 shares; 2023Q1: 3,939 shares; 2023Q2: 3,971 shares; 2023Q3: 4,005 shares 4,005 $217K 0.16% +34 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,397 shares; 2023Q1: 6,391 shares; 2023Q2: 6,361 shares; 2023Q3: 6,276 shares 6,276 $208K 0.16% -85 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,410 shares 1,410 $202K 0.15% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,461 shares; 2023Q1: 7,072 shares; 2023Q2: 8,262 shares; 2023Q3: 8,380 shares 8,380 $196K 0.15% +118 Timeline ACLC 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,251 shares; 2023Q1: 3,928 shares; 2023Q2: 3,992 shares; 2023Q3: 3,600 shares 3,600 $192K 0.15% -392 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,989 shares; 2023Q1: 3,339 shares; 2023Q2: 3,296 shares; 2023Q3: 3,296 shares 3,296 $188K 0.14% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,260 shares; 2023Q1: 6,042 shares; 2023Q2: 6,710 shares; 2023Q3: 6,761 shares 6,761 $174K 0.13% +51 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,241 shares; 2023Q1: 5,127 shares; 2023Q2: 6,623 shares; 2023Q3: 6,750 shares 6,750 $171K 0.13% +127 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 647 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 1,929 shares 1,929 $171K 0.13% +1,918 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,096 shares; 2023Q1: 2,096 shares; 2023Q2: 2,259 shares; 2023Q3: 2,259 shares 2,259 $163K 0.12% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,111 shares; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,111 shares 1,111 $153K 0.12% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27 shares; 2023Q1: 355 shares; 2023Q2: 355 shares; 2023Q3: 355 shares 355 $152K 0.12% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 12,325 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,055 shares 5,055 $152K 0.12% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 58 shares; 2023Q1: 2,312 shares; 2023Q2: 2,388 shares; 2023Q3: 1,678 shares 1,678 $149K 0.11% -710 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,238 shares; 2023Q1: 2,107 shares; 2023Q2: 2,503 shares; 2023Q3: 2,786 shares 2,786 $136K 0.1% +283 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,196 shares; 2023Q3: 3,050 shares 3,050 $120K 0.09% +854 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares 450 $120K 0.09% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,033 shares; 2023Q1: 1,033 shares; 2023Q2: 1,033 shares; 2023Q3: 1,154 shares 1,154 $117K 0.09% +121 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 631 shares; 2023Q1: 631 shares; 2023Q2: 631 shares; 2023Q3: 631 shares 631 $112K 0.08% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 569 shares; 2023Q1: 520 shares; 2023Q2: 522 shares; 2023Q3: 524 shares 524 $111K 0.08% +2 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 708 shares; 2023Q1: 1,303 shares; 2023Q2: 2,190 shares; 2023Q3: 2,425 shares 2,425 $97.9K 0.07% +235 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,112 shares; 2023Q3: 1,131 shares 1,131 $94.6K 0.07% +19 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,376 shares; 2023Q1: 1,753 shares; 2023Q2: 1,680 shares; 2023Q3: 1,781 shares 1,781 $92.1K 0.07% +101 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,046 shares; 2023Q1: 2,027 shares; 2023Q2: 2,029 shares; 2023Q3: 2,029 shares 2,029 $87.9K 0.07% 0 Timeline XMVM 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,863 shares; 2023Q1: 1,870 shares; 2023Q2: 1,877 shares; 2023Q3: 1,878 shares 1,878 $86.1K 0.07% +1 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 693 shares; 2023Q3: 693 shares 693 $83.6K 0.06% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 172 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 1,608 shares 1,608 $67.8K 0.05% +1,605 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,847 shares 2,847 $65.9K 0.05% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 443 shares; 2023Q1: 2,237 shares; 2023Q2: 2,622 shares; 2023Q3: 2,683 shares 2,683 $62.2K 0.05% +61 Timeline PRF 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 388 shares; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 1,940 shares 1,940 $61.7K 0.05% +1,552 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 453 shares; 2023Q1: 2,223 shares; 2023Q2: 2,505 shares; 2023Q3: 2,565 shares 2,565 $61K 0.05% +60 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 789 shares; 2023Q3: 1,224 shares 1,224 $59.3K 0.05% +435 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,507 shares; 2023Q1: 3,507 shares; 2023Q2: 3,528 shares; 2023Q3: 1,880 shares 1,880 $55.6K 0.04% -1,648 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 367 shares; 2023Q1: 2,261 shares; 2023Q2: 2,315 shares; 2023Q3: 2,363 shares 2,363 $55.1K 0.04% +48 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,351 shares; 2023Q1: 1,351 shares; 2023Q2: 1,351 shares; 2023Q3: 1,351 shares 1,351 $54K 0.04% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 201 shares; 2023Q3: 201 shares 201 $45.6K 0.03% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46,254 shares; 2023Q1: 32,105 shares; 2023Q2: 404 shares; 2023Q3: 404 shares 404 $41.8K 0.03% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,883 shares; 2023Q1: 1,517 shares; 2023Q2: 1,539 shares; 2023Q3: 1,539 shares 1,539 $39.8K 0.03% 0 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares 975 $38.7K 0.03% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 499 shares; 2023Q3: 470 shares 470 $36.6K 0.03% -29 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 198 shares; 2023Q1: 1,152 shares; 2023Q2: 1,401 shares; 2023Q3: 1,401 shares 1,401 $33.2K 0.03% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,334 shares; 2023Q1: 1,334 shares; 2023Q2: 1,334 shares; 2023Q3: 1,334 shares 1,334 $32.3K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,220 shares; 2023Q1: 467 shares; 2023Q2: 374 shares; 2023Q3: 350 shares 350 $31.8K 0.02% -24 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 237 shares; 2023Q1: 1,179 shares; 2023Q2: 1,394 shares; 2023Q3: 1,394 shares 1,394 $31.6K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares 490 $31.5K 0.02% 0 Timeline EQWL 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 391 shares; 2023Q1: 393 shares; 2023Q2: 395 shares; 2023Q3: 397 shares 397 $31.2K 0.02% +2 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 959 shares; 2023Q1: 959 shares; 2023Q2: 959 shares; 2023Q3: 959 shares 959 $30.3K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares 591 $29.6K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 867 shares; 2023Q1: 867 shares; 2023Q2: 328 shares; 2023Q3: 234 shares 234 $26.9K 0.02% -94 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 394 shares; 2023Q1: 394 shares; 2023Q2: 394 shares; 2023Q3: 394 shares 394 $26.7K 0.02% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 827 shares; 2023Q2: 1,105 shares; 2023Q3: 1,153 shares 1,153 $25.8K 0.02% +48 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 594 shares; 2023Q2: 547 shares; 2023Q3: 617 shares 617 $25.3K 0.02% +70 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 894 shares; 2023Q1: 164 shares; 2023Q2: 123 shares; 2023Q3: 161 shares 161 $22.4K 0.02% +38 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 497 shares; 2023Q3: 497 shares 497 $20.7K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares 260 $19.4K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares 205 $19.3K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,271 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 183 shares 183 $17.2K 0.01% -3 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,334 shares; 2023Q1: 10,756 shares; 2023Q2: 11,185 shares; 2023Q3: 756 shares 756 $16.7K 0.01% -10,429 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,054 shares; 2023Q1: 875 shares; 2023Q2: 662 shares; 2023Q3: 486 shares 486 $16.1K 0.01% -176 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares 229 $15.8K 0.01% 0 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 266 shares; 2023Q2: 266 shares; 2023Q3: 266 shares 266 $15.6K 0.01% 0 CNTX CONTEXT THERAPEUTICS INC More: the full row for CONTEXT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares 10,000 $15.1K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 125 shares; 2023Q1: 90 shares; 2023Q2: 89 shares; 2023Q3: 89 shares 89 $13.7K 0.01% 0 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 214 shares; 2023Q1: 111 shares; 2023Q2: 110 shares; 2023Q3: 109 shares 109 $12.8K 0.01% -1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 482 shares; 2023Q1: 245 shares; 2023Q2: 246 shares; 2023Q3: 248 shares 248 $12.4K 0.01% +2 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 530 shares; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares 238 $11.5K 0.01% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 193 shares; 2023Q1: 191 shares; 2023Q2: 192 shares; 2023Q3: 193 shares 193 $11.4K 0.01% +1 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 735 shares; 2023Q1: 347 shares; 2023Q2: 348 shares; 2023Q3: 350 shares 350 $11K 0.01% +2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 98 shares; 2023Q1: 97 shares; 2023Q2: 98 shares; 2023Q3: 99 shares 99 $10.1K 0.01% +1 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,620 shares; 2023Q1: 818 shares; 2023Q2: 859 shares; 2023Q3: 353 shares 353 $9.43K 0.01% -506 Timeline EELV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,961 shares; 2023Q1: 379 shares; 2023Q2: 379 shares; 2023Q3: 379 shares 379 $8.53K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares 55 $7.79K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 100 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 102 shares 102 $7.71K 0.01% +1 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,510 shares; 2023Q1: 8,286 shares; 2023Q2: 77 shares; 2023Q3: 77 shares 77 $7.64K 0.01% 0 Timeline PDP 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares 85 $6.54K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares 81 $5.61K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares 22 $5.43K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares 48 $5.17K <0.01% 0 Timeline PBE 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 89 shares 89 $5.08K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,007 shares; 2023Q1: 214 shares; 2023Q2: 231 shares; 2023Q3: 90 shares 90 $4.53K <0.01% -141 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,165 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares 40 $3.96K <0.01% 0 Timeline GRPM 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 42 shares; 2023Q3: 42 shares 42 $3.67K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares 38 $2.98K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,023 shares; 2023Q1: 1,145 shares; 2023Q2: 1,168 shares; 2023Q3: 28 shares 28 $2.75K <0.01% -1,140 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 255 shares; 2023Q1: 76 shares; 2023Q2: 74 shares; 2023Q3: 75 shares 75 $1.58K <0.01% +1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 18 shares; 2023Q2: 18 shares; 2023Q3: 18 shares 18 $1.3K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 17 shares; 2023Q3: 17 shares 17 $1.15K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares 11 $1.14K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $493 <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $416 <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares 11 $406 <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $329 <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 46 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 9 shares 9 $223 <0.01% -6 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $172 <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 112 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares 4 $161 <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares 1 $35 <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 0 shares; 2023Q2: 0 shares; 2023Q3: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline