IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,740 shares 80,740 $20.3M 7.33% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 85,015 shares 85,015 $11.8M 4.26% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 69,615 shares 69,615 $9.11M 3.29% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 115,043 shares 115,043 $8.97M 3.24% Timeline PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 334,697 shares 334,697 $8.54M 3.08% AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,498 shares 49,498 $7.82M 2.82% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 82,654 shares 82,654 $7.56M 2.73% Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,640 shares 49,640 $7.29M 2.63% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 59,044 shares 59,044 $6.56M 2.37% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 86,034 shares 86,034 $4.73M 1.71% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,243 shares 26,243 $4.36M 1.57% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 47,007 shares 47,007 $4.21M 1.52% Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 364,502 shares 364,502 $3.75M 1.35% Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,210 shares 36,210 $3.55M 1.28% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,206 shares 27,206 $3.51M 1.27% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,827 shares 23,827 $3.19M 1.15% Timeline VGK 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 61,816 shares 61,816 $3.01M 1.08% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,173 shares 80,173 $2.98M 1.07% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,234 shares 23,234 $2.96M 1.07% Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 48,745 shares 48,745 $2.91M 1.05% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,683 shares 28,683 $2.91M 1.05% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 38,356 shares 38,356 $2.85M 1.03% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,066 shares 28,066 $2.76M 1% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,838 shares 45,838 $2.69M 0.97% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,548 shares 10,548 $2.63M 0.95% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,253 shares 37,253 $2.58M 0.93% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,419 shares 58,419 $2.55M 0.92% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,025 shares 23,025 $2.51M 0.91% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,590 shares 13,590 $2.34M 0.84% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,216 shares 12,216 $2.31M 0.83% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,836 shares 19,836 $2.16M 0.78% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,922 shares 26,922 $2.11M 0.76% Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 180,080 shares 180,080 $1.88M 0.68% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,727 shares 11,727 $1.81M 0.65% Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,448 shares 45,448 $1.77M 0.64% Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 74,854 shares 74,854 $1.77M 0.64% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,537 shares 58,537 $1.66M 0.6% Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,097 shares 15,097 $1.65M 0.6% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,783 shares 37,783 $1.64M 0.59% Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,064 shares 6,064 $1.58M 0.57% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 998 shares 998 $1.51M 0.54% Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,614 shares 16,614 $1.48M 0.53% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,907 shares 15,907 $1.47M 0.53% Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,733 shares 18,733 $1.43M 0.52% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,248 shares 8,248 $1.39M 0.5% Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,092 shares 35,092 $1.38M 0.5% Timeline FDN 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,732 shares 11,732 $1.37M 0.49% Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,491 shares 53,491 $1.35M 0.49% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,778 shares 5,778 $1.33M 0.48% Timeline RLJ RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 79,707 shares 79,707 $1.31M 0.47% Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 50,577 shares 50,577 $1.28M 0.46% ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,404 shares 49,404 $1.25M 0.45% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,136 shares 6,136 $1.25M 0.45% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,526 shares 32,526 $1.24M 0.45% Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,067 shares 6,067 $1.23M 0.45% Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,796 shares 12,796 $1.21M 0.44% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,933 shares 3,933 $1.19M 0.43% Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 151,021 shares 151,021 $1.16M 0.42% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 24,485 shares 24,485 $1.15M 0.42% Timeline ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 43,540 shares 43,540 $1.11M 0.4% BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,399 shares 3,399 $1.1M 0.4% Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 44,191 shares 44,191 $1.09M 0.39% DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 44,567 shares 44,567 $1.09M 0.39% Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,329 shares 23,329 $1.08M 0.39% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,783 shares 17,783 $1.06M 0.38% Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,830 shares 10,830 $1.06M 0.38% Timeline PEY 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 66,018 shares 66,018 $1.04M 0.38% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,253 shares 5,253 $1.02M 0.37% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 961 shares 961 $1M 0.36% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,162 shares 11,162 $996K 0.36% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,543 shares 14,543 $993K 0.36% Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,320 shares 7,320 $965K 0.35% Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,027 shares 37,027 $948K 0.34% BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,368 shares 37,368 $923K 0.33% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,760 shares 10,760 $923K 0.33% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 893 shares 893 $921K 0.33% Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 31,544 shares 31,544 $901K 0.33% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,887 shares 14,887 $899K 0.32% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,575 shares 19,575 $895K 0.32% Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,776 shares 36,776 $893K 0.32% DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,379 shares 8,379 $891K 0.32% Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,998 shares 28,998 $887K 0.32% Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,532 shares 35,532 $883K 0.32% FDL 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,023 shares 32,023 $872K 0.31% Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,969 shares 17,969 $855K 0.31% Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,507 shares 5,507 $843K 0.3% Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 22,022 shares 22,022 $821K 0.3% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,052 shares 28,052 $818K 0.3% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,527 shares 7,527 $810K 0.29% Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,323 shares 14,323 $805K 0.29% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,408 shares 12,408 $799K 0.29% Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,978 shares 7,978 $794K 0.29% Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,846 shares 6,846 $777K 0.28% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,341 shares 4,341 $773K 0.28% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,065 shares 11,065 $763K 0.28% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,265 shares 10,265 $761K 0.27% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,794 shares 5,794 $760K 0.27% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,007 shares 16,007 $749K 0.27% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,049 shares 3,049 $745K 0.27% Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,997 shares 18,997 $741K 0.27% Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,425 shares 9,425 $740K 0.27% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,176 shares 6,176 $683K 0.25% Timeline FXH 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,776 shares 9,776 $675K 0.24% Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,467 shares 9,467 $653K 0.24% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,674 shares 7,674 $644K 0.23% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,873 shares 6,873 $640K 0.23% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,723 shares 5,723 $639K 0.23% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,227 shares 13,227 $633K 0.23% Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,926 shares 8,926 $618K 0.22% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,245 shares 3,245 $612K 0.22% Timeline BRK-A 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2 shares 2 $612K 0.22% Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,611 shares 6,611 $604K 0.22% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,688 shares 2,688 $603K 0.22% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,253 shares 2,253 $601K 0.22% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,147 shares 3,147 $601K 0.22% Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,317 shares 8,317 $598K 0.22% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,780 shares 5,780 $585K 0.21% Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,614 shares 3,614 $567K 0.2% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,167 shares 6,167 $566K 0.2% Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,303 shares 5,303 $564K 0.2% LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,786 shares 4,786 $555K 0.2% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,474 shares 10,474 $544K 0.2% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,053 shares 4,053 $541K 0.2% Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 40,000 shares 40,000 $541K 0.2% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,618 shares 4,618 $530K 0.19% Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,694 shares 13,694 $527K 0.19% Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 100,192 shares 100,192 $520K 0.19% ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,158 shares 11,158 $504K 0.18% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,126 shares 6,126 $487K 0.18% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,581 shares 3,581 $481K 0.17% Timeline PWB 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,498 shares 11,498 $476K 0.17% Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 20,903 shares 20,903 $475K 0.17% Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,901 shares 5,901 $471K 0.17% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,421 shares 3,421 $451K 0.16% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,825 shares 2,825 $447K 0.16% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,468 shares 8,468 $447K 0.16% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,654 shares 5,654 $433K 0.16% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,732 shares 8,732 $429K 0.15% Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,809 shares 7,809 $421K 0.15% Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,833 shares 12,833 $419K 0.15% Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,605 shares 1,605 $415K 0.15% Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,987 shares 53,987 $411K 0.15% WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,990 shares 5,990 $409K 0.15% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,452 shares 8,452 $397K 0.14% Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,840 shares 2,840 $392K 0.14% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,939 shares 2,939 $388K 0.14% Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,443 shares 1,443 $379K 0.14% Timeline RWO 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,586 shares 8,586 $379K 0.14% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,900 shares 2,900 $369K 0.13% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,440 shares 3,440 $368K 0.13% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,757 shares 4,757 $362K 0.13% Timeline SPEU 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,925 shares 11,925 $349K 0.13% Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,692 shares 3,692 $341K 0.12% Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,881 shares 8,881 $341K 0.12% BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,217 shares 7,217 $340K 0.12% Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,291 shares 6,291 $336K 0.12% INVESCO ACTIVELY MANAGD ETF INVESCO ACTIVELY MANAGD ETF More: the full row for INVESCO ACTIVELY MANAGD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,748 shares 15,748 $333K 0.12% AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,461 shares 3,461 $331K 0.12% Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,726 shares 13,726 $331K 0.12% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,353 shares 3,353 $329K 0.12% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,578 shares 2,578 $328K 0.12% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,178 shares 2,178 $328K 0.12% Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,000 shares 1,000 $328K 0.12% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 911 shares 911 $321K 0.12% Timeline 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,586 shares 6,586 $310K 0.11% Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,000 shares 27,000 $305K 0.11% Timeline FXO 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,226 shares 11,226 $303K 0.11% Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,057 shares 1,057 $301K 0.11% Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,506 shares 2,506 $301K 0.11% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,346 shares 6,346 $300K 0.11% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,477 shares 2,477 $300K 0.11% Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,666 shares 2,666 $294K 0.11% Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,210 shares 3,210 $290K 0.1% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,987 shares 12,987 $286K 0.1% Timeline IMPMQ IMPAC MTG HLDGS INC COM STK NE More: the full row for IMPAC MTG HLDGS INC COM STK NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 75,300 shares 75,300 $286K 0.1% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,501 shares 2,501 $284K 0.1% Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,649 shares 5,649 $280K 0.1% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,335 shares 5,335 $279K 0.1% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,844 shares 3,844 $277K 0.1% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,497 shares 4,497 $276K 0.1% Timeline VNQI 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,236 shares 5,236 $274K 0.1% Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,711 shares 1,711 $270K 0.1% Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,000 shares 17,000 $270K 0.1% Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 21,000 shares 21,000 $270K 0.1% 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,971 shares 9,971 $264K 0.1% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,388 shares 2,388 $263K 0.09% Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,592 shares 5,592 $260K 0.09% Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,096 shares 4,096 $259K 0.09% Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 745 shares 745 $256K 0.09% Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,960 shares 5,960 $253K 0.09% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,875 shares 3,875 $252K 0.09% Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,500 shares 2,500 $249K 0.09% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,716 shares 1,716 $244K 0.09% Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,344 shares 2,344 $242K 0.09% Timeline FARM FARMER BROS CO More: the full row for FARMER BROS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,230 shares 10,230 $239K 0.09% Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,549 shares 11,549 $236K 0.09% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,941 shares 3,941 $235K 0.08% Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,869 shares 6,869 $233K 0.08% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,561 shares 2,561 $233K 0.08% Timeline FXD 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; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,292 shares 6,292 $231K 0.08% Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,716 shares 3,716 $230K 0.08% Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,720 shares 5,720 $228K 0.08% Timeline PROV PROVIDENT FINL HLDGS INC More: the full row for PROVIDENT FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,646 shares 14,646 $227K 0.08% Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,870 shares 7,870 $226K 0.08% Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,867 shares 3,867 $220K 0.08% Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,515 shares 3,515 $218K 0.08% Timeline FIAT CHRYSLER AUTOMOBILES N FIAT CHRYSLER AUTOMOBILES N More: the full row for FIAT CHRYSLER AUTOMOBILES N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,000 shares 15,000 $217K 0.08% SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,839 shares 4,839 $212K 0.08% Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,719 shares 3,719 $211K 0.08% Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,507 shares 1,507 $207K 0.07% Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,412 shares 4,412 $207K 0.07% Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,252 shares 7,252 $206K 0.07% Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,890 shares 3,890 $205K 0.07% Timeline TORTOISE MIDSTRM ENERGY FD I TORTOISE MIDSTRM ENERGY FD I More: the full row for TORTOISE MIDSTRM ENERGY FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,135 shares 16,135 $198K 0.07% LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 25,000 shares 25,000 $194K 0.07% Timeline OBSIDIAN ENERGY LTD OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 100,240 shares 100,240 $37K 0.01% ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,650 shares 15,650 $36K 0.01% Timeline HC2 HLDGS INC HC2 HLDGS INC More: the full row for HC2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,000 shares 10,000 $27K 0.01% NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 20,000 shares 20,000 $12K <0.01% Timeline PULMATRIX INC PULMATRIX INC More: the full row for PULMATRIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q1: restricted; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 34,000 shares 34,000 $8K <0.01%