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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 148,188 shares; 2023Q1: 189,939 shares; 2023Q2: 210,238 shares; 2023Q3: 196,711 shares; 2023Q4: 198,627 shares 198,627 $16.5M 11.03% +1,916 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68,078 shares; 2023Q1: 91,698 shares; 2023Q2: 97,917 shares; 2023Q3: 111,528 shares; 2023Q4: 130,119 shares 130,119 $9.15M 6.13% +18,591 Timeline JPIE 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 13 shares; 2023Q2: 264,984 shares; 2023Q3: 195,194 shares; 2023Q4: 179,957 shares 179,957 $8.21M 5.49% -15,237 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,567 shares; 2023Q1: 33,667 shares; 2023Q2: 39,650 shares; 2023Q3: 40,048 shares; 2023Q4: 44,774 shares 44,774 $6.59M 4.41% +4,726 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 84,605 shares; 2023Q1: 78,704 shares; 2023Q2: 78,638 shares; 2023Q3: 77,059 shares; 2023Q4: 75,810 shares 75,810 $5.69M 3.81% -1,249 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 27,231 shares; 2023Q2: 37,247 shares; 2023Q3: 48,417 shares; 2023Q4: 52,616 shares 52,616 $5.16M 3.45% +4,199 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,760 shares; 2023Q1: 59,396 shares; 2023Q2: 59,375 shares; 2023Q3: 58,851 shares; 2023Q4: 57,928 shares 57,928 $4.36M 2.92% -923 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,738 shares; 2023Q1: 15,516 shares; 2023Q2: 21,416 shares; 2023Q3: 21,025 shares; 2023Q4: 21,373 shares 21,373 $4.12M 2.75% +348 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91,741 shares; 2023Q1: 78,564 shares; 2023Q2: 92,996 shares; 2023Q3: 90,884 shares; 2023Q4: 72,020 shares 72,020 $3.88M 2.59% -18,864 Timeline JPST 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170,829 shares; 2023Q1: 174,650 shares; 2023Q2: 96,059 shares; 2023Q3: 69,436 shares; 2023Q4: 75,349 shares 75,349 $3.78M 2.53% +5,913 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,227 shares; 2023Q1: 19,900 shares; 2023Q2: 20,879 shares; 2023Q3: 28,851 shares; 2023Q4: 32,536 shares 32,536 $3.6M 2.41% +3,685 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,679 shares; 2023Q1: 21,221 shares; 2023Q2: 21,413 shares; 2023Q3: 20,866 shares; 2023Q4: 19,882 shares 19,882 $3.46M 2.31% -984 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,362 shares; 2023Q1: 10,256 shares; 2023Q2: 10,066 shares; 2023Q3: 9,603 shares; 2023Q4: 9,329 shares 9,329 $2.55M 1.71% -274 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,223 shares; 2023Q1: 24,463 shares; 2023Q2: 29,381 shares; 2023Q3: 23,191 shares; 2023Q4: 27,092 shares 27,092 $2.55M 1.71% +3,901 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 876 shares; 2023Q1: 5,825 shares; 2023Q2: 5,708 shares; 2023Q3: 5,632 shares; 2023Q4: 5,621 shares 5,621 $2.3M 1.54% -11 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,900 shares; 2023Q1: 3,919 shares; 2023Q2: 5,090 shares; 2023Q3: 5,069 shares; 2023Q4: 5,164 shares 5,164 $1.94M 1.3% +95 Timeline XLE 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,722 shares; 2023Q1: 19,290 shares; 2023Q2: 15,647 shares; 2023Q3: 16,304 shares; 2023Q4: 22,914 shares 22,914 $1.92M 1.29% +6,610 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,204 shares; 2023Q1: 29,516 shares; 2023Q2: 42,435 shares; 2023Q3: 46,295 shares; 2023Q4: 33,970 shares 33,970 $1.87M 1.25% -12,325 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,811 shares; 2023Q1: 6,372 shares; 2023Q2: 4,486 shares; 2023Q3: 25,743 shares; 2023Q4: 36,266 shares 36,266 $1.76M 1.18% +10,523 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,365 shares; 2023Q1: 3,330 shares; 2023Q2: 3,356 shares; 2023Q3: 3,349 shares; 2023Q4: 3,329 shares 3,329 $1.58M 1.06% -20 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,135 shares; 2023Q3: 32,757 shares; 2023Q4: 43,862 shares 43,862 $1.54M 1.03% +11,105 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,231 shares; 2023Q1: 27,037 shares; 2023Q2: 23,247 shares; 2023Q3: 14,743 shares; 2023Q4: 14,391 shares 14,391 $1.51M 1.01% -352 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,406 shares; 2023Q1: 40,915 shares; 2023Q2: 40,915 shares; 2023Q3: 40,683 shares; 2023Q4: 40,220 shares 40,220 $1.51M 1.01% -463 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,921 shares; 2023Q1: 67,704 shares; 2023Q2: 64,176 shares; 2023Q3: 46,649 shares; 2023Q4: 21,046 shares 21,046 $1.48M 0.99% -25,603 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,144 shares; 2023Q1: 3,031 shares; 2023Q2: 3,014 shares; 2023Q3: 3,013 shares; 2023Q4: 3,040 shares 3,040 $1.45M 0.97% +27 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,356 shares; 2023Q2: 10,573 shares; 2023Q3: 11,094 shares; 2023Q4: 10,748 shares 10,748 $1.43M 0.96% -346 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 382 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 11,022 shares 11,022 $1.38M 0.92% +10,592 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,144 shares; 2023Q1: 8,071 shares; 2023Q2: 6,081 shares; 2023Q3: 13,252 shares; 2023Q4: 26,314 shares 26,314 $1.35M 0.9% +13,062 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,402 shares; 2023Q1: 10,347 shares; 2023Q2: 10,347 shares; 2023Q3: 10,347 shares; 2023Q4: 10,346 shares 10,346 $1.31M 0.88% -1 Timeline JEPI 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,873 shares; 2023Q1: 30,885 shares; 2023Q2: 30,343 shares; 2023Q3: 23,430 shares; 2023Q4: 23,363 shares 23,363 $1.28M 0.86% -67 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,500 shares 8,500 $1.23M 0.82% new FEZ 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97,442 shares; 2023Q1: 115,954 shares; 2023Q2: 87,394 shares; 2023Q3: 48,428 shares; 2023Q4: 25,051 shares 25,051 $1.2M 0.8% -23,377 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,681 shares; 2023Q1: 4,652 shares; 2023Q2: 4,639 shares; 2023Q3: 4,626 shares; 2023Q4: 4,522 shares 4,522 $1.18M 0.79% -104 Timeline XLY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 581 shares; 2023Q1: 1,335 shares; 2023Q2: 1,120 shares; 2023Q3: 5,724 shares; 2023Q4: 6,516 shares 6,516 $1.17M 0.78% +792 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,443 shares; 2023Q4: 6,926 shares 6,926 $1.09M 0.73% -517 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,915 shares 7,915 $1.07M 0.72% new Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,656 shares; 2023Q1: 100,276 shares; 2023Q2: 98,377 shares; 2023Q3: 93,836 shares; 2023Q4: 93,688 shares 93,688 $1.06M 0.71% -148 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 5,173 shares; 2023Q2: 9,397 shares; 2023Q3: 26,941 shares; 2023Q4: 19,876 shares 19,876 $1.02M 0.68% -7,065 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,612 shares; 2023Q2: 6,612 shares; 2023Q3: 6,612 shares; 2023Q4: 6,304 shares 6,304 $991K 0.66% -308 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,878 shares; 2023Q1: 28,700 shares; 2023Q2: 30,200 shares; 2023Q3: 27,760 shares; 2023Q4: 26,260 shares 26,260 $955K 0.64% -1,500 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,856 shares; 2023Q1: 16,856 shares; 2023Q2: 16,856 shares; 2023Q3: 16,856 shares; 2023Q4: 16,856 shares 16,856 $942K 0.63% 0 Timeline PCY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,680 shares 40,680 $839K 0.56% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,086 shares; 2023Q3: 11,269 shares; 2023Q4: 7,463 shares 7,463 $833K 0.56% -3,806 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,278 shares; 2023Q1: 2,279 shares; 2023Q2: 2,279 shares; 2023Q3: 2,279 shares; 2023Q4: 2,319 shares 2,319 $804K 0.54% +40 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,267 shares; 2023Q2: 11,262 shares; 2023Q3: 9,667 shares; 2023Q4: 7,937 shares 7,937 $796K 0.53% -1,730 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,255 shares; 2023Q3: 4,255 shares; 2023Q4: 4,244 shares 4,244 $792K 0.53% -11 Timeline XLV 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,685 shares; 2023Q1: 4,000 shares; 2023Q2: 3,840 shares; 2023Q3: 5,921 shares; 2023Q4: 5,756 shares 5,756 $785K 0.53% -165 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 4,515 shares; 2023Q2: 4,115 shares; 2023Q3: 4,334 shares; 2023Q4: 4,052 shares 4,052 $780K 0.52% -282 Timeline XLI 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,431 shares; 2023Q1: 2,767 shares; 2023Q2: 7,934 shares; 2023Q3: 8,488 shares; 2023Q4: 6,842 shares 6,842 $780K 0.52% -1,646 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,286 shares 14,286 $747K 0.5% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,726 shares; 2023Q1: 4,683 shares; 2023Q2: 4,742 shares; 2023Q3: 4,743 shares; 2023Q4: 5,165 shares 5,165 $728K 0.49% +422 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,324 shares; 2023Q1: 5,525 shares; 2023Q2: 6,552 shares; 2023Q3: 15,854 shares; 2023Q4: 10,681 shares 10,681 $690K 0.46% -5,173 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,719 shares; 2023Q2: 5,502 shares; 2023Q3: 3,448 shares; 2023Q4: 26,982 shares 26,982 $683K 0.46% +23,534 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: 24,684 shares; 2023Q4: 15,425 shares 15,425 $683K 0.46% -9,259 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,286 shares; 2023Q1: 5,277 shares; 2023Q2: 9,603 shares; 2023Q3: 16,607 shares; 2023Q4: 7,599 shares 7,599 $677K 0.45% -9,008 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,282 shares 25,282 $667K 0.45% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,093 shares 10,093 $647K 0.43% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,757 shares; 2023Q1: 12,008 shares; 2023Q2: 18,443 shares; 2023Q3: 7,462 shares; 2023Q4: 12,927 shares 12,927 $608K 0.41% +5,465 Timeline JQUA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,376 shares; 2023Q1: 13,360 shares; 2023Q2: 12,968 shares; 2023Q3: 12,586 shares; 2023Q4: 12,472 shares 12,472 $597K 0.4% -114 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,959 shares; 2023Q1: 2,246 shares; 2023Q2: 2,004 shares; 2023Q3: 1,974 shares; 2023Q4: 5,987 shares 5,987 $592K 0.4% +4,013 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,600 shares; 2023Q3: 5,600 shares; 2023Q4: 5,600 shares 5,600 $580K 0.39% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,379 shares; 2023Q1: 6,253 shares; 2023Q2: 5,933 shares; 2023Q3: not reported; 2023Q4: 15,294 shares 15,294 $574K 0.38% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,572 shares; 2023Q1: 7,905 shares; 2023Q2: 7,568 shares; 2023Q3: 9,260 shares; 2023Q4: 5,786 shares 5,786 $574K 0.38% -3,474 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,853 shares; 2023Q1: 3,814 shares; 2023Q2: 3,879 shares; 2023Q3: 3,672 shares; 2023Q4: 3,468 shares 3,468 $544K 0.36% -204 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,304 shares; 2023Q4: 10,309 shares 10,309 $526K 0.35% +8,005 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares 2,150 $508K 0.34% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,366 shares; 2023Q1: 5,305 shares; 2023Q2: 5,390 shares; 2023Q3: 5,021 shares; 2023Q4: 5,030 shares 5,030 $503K 0.34% +9 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,062 shares; 2023Q1: 14,056 shares; 2023Q2: 13,690 shares; 2023Q3: 12,624 shares; 2023Q4: 7,326 shares 7,326 $486K 0.33% -5,298 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,149 shares; 2023Q2: 2,149 shares; 2023Q3: 1,589 shares; 2023Q4: 11,224 shares 11,224 $461K 0.31% +9,635 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,510 shares; 2023Q2: 3,104 shares; 2023Q3: 2,824 shares; 2023Q4: 3,026 shares 3,026 $460K 0.31% +202 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,188 shares; 2023Q1: 31,223 shares; 2023Q2: 24,556 shares; 2023Q3: 22,365 shares; 2023Q4: 22,961 shares 22,961 $445K 0.3% +596 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,466 shares; 2023Q4: 7,466 shares 7,466 $440K 0.29% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,483 shares; 2023Q1: 27,055 shares; 2023Q2: 18,598 shares; 2023Q3: 12,159 shares; 2023Q4: 8,516 shares 8,516 $431K 0.29% -3,643 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,644 shares; 2023Q1: 9,577 shares; 2023Q2: 17,399 shares; 2023Q3: 3,695 shares; 2023Q4: 5,341 shares 5,341 $413K 0.28% +1,646 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,910 shares; 2023Q1: 8,526 shares; 2023Q2: 7,055 shares; 2023Q3: 7,000 shares; 2023Q4: 13,774 shares 13,774 $410K 0.27% +6,774 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,678 shares; 2023Q1: 1,678 shares; 2023Q2: 1,678 shares; 2023Q3: 1,657 shares; 2023Q4: 1,502 shares 1,502 $366K 0.25% -155 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 12,662 shares; 2023Q2: 6,999 shares; 2023Q3: 4,717 shares; 2023Q4: 2,329 shares 2,329 $365K 0.24% -2,388 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 893 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 833 shares; 2023Q4: 833 shares 833 $364K 0.24% 0 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,280 shares; 2023Q1: 4,280 shares; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares 4,280 $361K 0.24% 0 FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 47,420 shares; 2023Q2: 20,003 shares; 2023Q3: 17,932 shares; 2023Q4: 10,643 shares 10,643 $326K 0.22% -7,289 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,128 shares; 2023Q1: 1,125 shares; 2023Q2: 1,126 shares; 2023Q3: 1,167 shares; 2023Q4: 1,148 shares 1,148 $318K 0.21% -19 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 758 shares; 2023Q1: 750 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 840 shares 840 $300K 0.2% +91 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8,171 shares; 2023Q2: 6,106 shares; 2023Q3: 11,789 shares; 2023Q4: 5,789 shares 5,789 $299K 0.2% -6,000 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,907 shares; 2023Q1: 1,811 shares; 2023Q2: 1,736 shares; 2023Q3: 1,736 shares; 2023Q4: 1,732 shares 1,732 $295K 0.2% -4 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,585 shares; 2023Q1: not reported; 2023Q2: 1,510 shares; 2023Q3: 1,510 shares; 2023Q4: 1,710 shares 1,710 $291K 0.19% +200 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,994 shares; 2023Q1: 1,879 shares; 2023Q2: 1,879 shares; 2023Q3: 1,793 shares; 2023Q4: 1,793 shares 1,793 $283K 0.19% 0 Timeline XLF 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,168 shares; 2023Q1: 7,961 shares; 2023Q2: 6,998 shares; 2023Q3: 5,944 shares; 2023Q4: 7,415 shares 7,415 $279K 0.19% +1,471 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,517 shares; 2023Q1: 5,282 shares; 2023Q2: 3,610 shares; 2023Q3: 3,386 shares; 2023Q4: 1,916 shares 1,916 $265K 0.18% -1,470 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,684 shares; 2023Q3: 7,798 shares; 2023Q4: 7,919 shares 7,919 $262K 0.18% +121 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,669 shares; 2023Q1: 25,729 shares; 2023Q2: 20,647 shares; 2023Q3: 6,205 shares; 2023Q4: 6,155 shares 6,155 $260K 0.17% -50 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,872 shares; 2023Q2: 8,410 shares; 2023Q3: 8,310 shares; 2023Q4: 5,459 shares 5,459 $259K 0.17% -2,851 Timeline FBT 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,625 shares; 2023Q4: 1,625 shares 1,625 $257K 0.17% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,030 shares; 2023Q4: 5,030 shares 5,030 $254K 0.17% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 488 shares; 2023Q1: 492 shares; 2023Q2: 244 shares; 2023Q3: 242 shares; 2023Q4: 218 shares 218 $243K 0.16% -24 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,652 shares; 2023Q1: 3,652 shares; 2023Q2: 3,652 shares; 2023Q3: 3,652 shares; 2023Q4: 3,402 shares 3,402 $239K 0.16% -250 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 593 shares; 2023Q2: 593 shares; 2023Q3: 565 shares; 2023Q4: 565 shares 565 $232K 0.16% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,453 shares 3,453 $232K 0.15% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 442 shares 442 $219K 0.15% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,643 shares; 2023Q1: 2,426 shares; 2023Q2: 2,553 shares; 2023Q3: 2,433 shares; 2023Q4: 1,862 shares 1,862 $203K 0.14% -571 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,134 shares; 2023Q1: 1,166 shares; 2023Q2: 1,164 shares; 2023Q3: 1,090 shares; 2023Q4: 1,274 shares 1,274 $203K 0.14% +184 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,292 shares; 2023Q1: 1,131 shares; 2023Q2: 10,135 shares; 2023Q3: 9,458 shares; 2023Q4: 6,365 shares 6,365 $199K 0.13% -3,093 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: 6,446 shares; 2023Q4: 1,677 shares 1,677 $196K 0.13% -4,769 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,340 shares; 2023Q1: 27,340 shares; 2023Q2: 27,340 shares; 2023Q3: 27,340 shares; 2023Q4: 27,340 shares 27,340 $193K 0.13% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,519 shares; 2023Q1: 40,784 shares; 2023Q2: 17,939 shares; 2023Q3: 14,906 shares; 2023Q4: 5,947 shares 5,947 $187K 0.13% -8,959 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,946 shares; 2023Q1: 23,949 shares; 2023Q2: 10,165 shares; 2023Q3: 4,673 shares; 2023Q4: 4,166 shares 4,166 $185K 0.12% -507 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,629 shares; 2023Q1: 1,208 shares; 2023Q2: 1,222 shares; 2023Q3: 671 shares; 2023Q4: 642 shares 642 $184K 0.12% -29 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,161 shares 2,161 $183K 0.12% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,804 shares; 2023Q1: 12,533 shares; 2023Q2: 7,494 shares; 2023Q3: 5,054 shares; 2023Q4: 4,008 shares 4,008 $177K 0.12% -1,046 Timeline BBUS 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,286 shares; 2023Q2: 1,809 shares; 2023Q3: 1,869 shares; 2023Q4: 1,903 shares 1,903 $163K 0.11% +34 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,981 shares; 2023Q1: 1,916 shares; 2023Q2: 1,284 shares; 2023Q3: 776 shares; 2023Q4: 3,163 shares 3,163 $157K 0.11% +2,387 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 19,107 shares; 2023Q2: 24,031 shares; 2023Q3: 11,381 shares; 2023Q4: 6,164 shares 6,164 $156K 0.1% -5,217 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10,785 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,627 shares 7,627 $148K 0.1% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 1,387 shares; 2023Q2: 1,263 shares; 2023Q3: 1,278 shares; 2023Q4: 1,274 shares 1,274 $138K 0.09% -4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,937 shares; 2023Q1: 5,794 shares; 2023Q2: 4,391 shares; 2023Q3: 3,461 shares; 2023Q4: 3,037 shares 3,037 $122K 0.08% -424 Timeline RSPH 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,975 shares 3,975 $118K 0.08% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 242 shares; 2023Q2: 287 shares; 2023Q3: 290 shares; 2023Q4: 748 shares 748 $104K 0.07% +458 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,991 shares; 2023Q1: 2,566 shares; 2023Q2: 2,670 shares; 2023Q3: 2,086 shares; 2023Q4: 2,092 shares 2,092 $98.8K 0.07% +6 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,194 shares; 2023Q1: 559 shares; 2023Q2: 509 shares; 2023Q3: 561 shares; 2023Q4: 2,909 shares 2,909 $83.1K 0.06% +2,348 Timeline BBIN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,686 shares; 2023Q1: 1,881 shares; 2023Q2: 1,524 shares; 2023Q3: 1,486 shares; 2023Q4: 1,347 shares 1,347 $76.7K 0.05% -139 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,006 shares; 2023Q1: 5,333 shares; 2023Q2: 5,073 shares; 2023Q3: 3,604 shares; 2023Q4: 2,918 shares 2,918 $72.3K 0.05% -686 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 2,203 shares; 2023Q2: 1,087 shares; 2023Q3: 832 shares; 2023Q4: 832 shares 832 $71.1K 0.05% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,025 shares; 2023Q1: 2,025 shares; 2023Q2: 1,975 shares; 2023Q3: 1,975 shares; 2023Q4: 1,975 shares 1,975 $70.6K 0.05% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 812 shares; 2023Q1: 777 shares; 2023Q2: 892 shares; 2023Q3: 778 shares; 2023Q4: 778 shares 778 $68.7K 0.05% 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,492 shares; 2023Q1: 911 shares; 2023Q2: 908 shares; 2023Q3: 663 shares; 2023Q4: 523 shares 523 $64.2K 0.04% -140 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 297 shares; 2023Q2: 252 shares; 2023Q3: 252 shares; 2023Q4: 252 shares 252 $63.6K 0.04% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,400 shares; 2023Q4: 10,400 shares 10,400 $63.2K 0.04% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,840 shares; 2023Q1: 5,798 shares; 2023Q2: 5,464 shares; 2023Q3: 2,350 shares; 2023Q4: 597 shares 597 $56.6K 0.04% -1,753 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,470 shares; 2023Q1: 3,450 shares; 2023Q2: 3,450 shares; 2023Q3: 3,450 shares; 2023Q4: 3,470 shares 3,470 $54K 0.04% +20 Timeline JAVA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 867 shares; 2023Q2: 687 shares; 2023Q3: 742 shares; 2023Q4: 726 shares 726 $40.4K 0.03% -16 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 595 shares; 2023Q1: 711 shares; 2023Q2: 645 shares; 2023Q3: 45 shares; 2023Q4: 861 shares 861 $39.7K 0.03% +816 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $39.1K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,219 shares 1,219 $37.8K 0.03% new Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 782 shares; 2023Q2: 788 shares; 2023Q3: 794 shares; 2023Q4: 802 shares 802 $37.5K 0.03% +8 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 975 shares 975 $33.6K 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,459 shares; 2023Q2: 1,102 shares; 2023Q3: 1,045 shares; 2023Q4: 320 shares 320 $32.4K 0.02% -725 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 380 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 338 shares; 2023Q4: 308 shares 308 $32.3K 0.02% -30 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,105 shares; 2023Q1: 4,423 shares; 2023Q2: 1,978 shares; 2023Q3: 564 shares; 2023Q4: 488 shares 488 $31.7K 0.02% -76 Timeline XLB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,613 shares; 2023Q1: 7,468 shares; 2023Q2: 1,478 shares; 2023Q3: 1,455 shares; 2023Q4: 361 shares 361 $30.9K 0.02% -1,094 Timeline BMVP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $30.4K 0.02% 0 Timeline JEMA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 912 shares; 2023Q2: 679 shares; 2023Q3: 555 shares; 2023Q4: 717 shares 717 $26K 0.02% +162 Timeline BBEU 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 451 shares; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares 451 $25.5K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 649 shares; 2023Q2: 712 shares; 2023Q3: 688 shares; 2023Q4: 151 shares 151 $25K 0.02% -537 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares 370 $24.1K 0.02% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 859 shares; 2023Q4: 859 shares 859 $22.8K 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 430 shares; 2023Q4: 196 shares 196 $22.4K 0.02% -234 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 565 shares 565 $22.1K 0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,166 shares; 2023Q3: 3,594 shares; 2023Q4: 458 shares 458 $20.6K 0.01% -3,136 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares 180 $18.3K 0.01% 0 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 375 shares 375 $16.5K 0.01% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,550 shares; 2023Q2: 16,734 shares; 2023Q3: 3,937 shares; 2023Q4: 429 shares 429 $15.8K 0.01% -3,508 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 354 shares 354 $14.9K 0.01% +334 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,857 shares; 2023Q1: 52,691 shares; 2023Q2: 12,487 shares; 2023Q3: 2,055 shares; 2023Q4: 622 shares 622 $14.3K 0.01% -1,433 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 45 shares; 2023Q2: 104 shares; 2023Q3: 78 shares; 2023Q4: 132 shares 132 $14.3K 0.01% +54 Timeline RPG 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 435 shares; 2023Q4: 435 shares 435 $14K 0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $12K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 179 shares 179 $11.9K 0.01% -8 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,905 shares; 2023Q1: 4,868 shares; 2023Q2: 2,685 shares; 2023Q3: 882 shares; 2023Q4: 115 shares 115 $11.1K 0.01% -767 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,902 shares; 2023Q1: 2,430 shares; 2023Q2: 1,527 shares; 2023Q3: 1,421 shares; 2023Q4: 89 shares 89 $9.8K 0.01% -1,332 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 183 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 184 shares; 2023Q4: 100 shares 100 $9.69K 0.01% -84 Timeline BBHY 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 159 shares; 2023Q4: 177 shares 177 $8.13K 0.01% +18 Timeline JCPB 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 797 shares; 2023Q1: 905 shares; 2023Q2: 477 shares; 2023Q3: 362 shares; 2023Q4: 162 shares 162 $7.63K 0.01% -200 Timeline JPEM 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 138 shares; 2023Q4: 136 shares 136 $7.11K <0.01% -2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,098 shares; 2023Q1: 2,253 shares; 2023Q2: 2,253 shares; 2023Q3: 124 shares; 2023Q4: 88 shares 88 $6.87K <0.01% -36 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,807 shares; 2023Q1: 2,738 shares; 2023Q2: 1,001 shares; 2023Q3: not reported; 2023Q4: 229 shares 229 $6.65K <0.01% new Timeline BBMC 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 65 shares 65 $5.51K <0.01% -2 Timeline BBSC 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89 shares; 2023Q4: 89 shares 89 $5.47K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,762 shares; 2023Q1: 1,131 shares; 2023Q2: 535 shares; 2023Q3: 276 shares; 2023Q4: 63 shares 63 $5.17K <0.01% -213 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares 60 $4.75K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21 shares 21 $3.76K <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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 25 shares 25 $3.4K <0.01% -11 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,409 shares; 2023Q1: 3,498 shares; 2023Q2: 3,644 shares; 2023Q3: 1,582 shares; 2023Q4: 31 shares 31 $3.36K <0.01% -1,551 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 44 shares 44 $3.05K <0.01% -6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15 shares 15 $3.01K <0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,245 shares; 2023Q1: 4,245 shares; 2023Q2: 4,245 shares; 2023Q3: 4,245 shares; 2023Q4: 55 shares 55 $2.71K <0.01% -4,190 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 31 shares 31 $2.35K <0.01% new Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 617 shares; 2023Q4: 33 shares 33 $1.6K <0.01% -584 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,716 shares; 2023Q3: 7 shares; 2023Q4: 7 shares 7 $1.05K <0.01% 0 Timeline XLP 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 13 shares 13 $936 <0.01% -46 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 567 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $933 <0.01% 0 Timeline BBCA 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares 11 $705 <0.01% 0 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16 shares 16 $705 <0.01% new Timeline JPIN 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares 8 $435 <0.01% new 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; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 179 shares; 2023Q3: 25 shares; 2023Q4: 1 shares 1 $213 <0.01% -24 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares 4 $184 <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,053 shares; 2023Q1: 157 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 0 shares 0 $7 <0.01% -38 Amount filed as zero, left out of ratios. Timeline