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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 148,188 shares; 2023Q1: 189,939 shares; 2023Q2: 210,238 shares; 2023Q3: 196,711 shares; 2023Q4: 198,627 shares; 2024Q1: 188,339 shares 188,339 $17.5M 10.94% -10,288 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 68,078 shares; 2023Q1: 91,698 shares; 2023Q2: 97,917 shares; 2023Q3: 111,528 shares; 2023Q4: 130,119 shares; 2024Q1: 132,856 shares 132,856 $9.86M 6.18% +2,737 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 86 shares; 2023Q1: 13 shares; 2023Q2: 264,984 shares; 2023Q3: 195,194 shares; 2023Q4: 179,957 shares; 2024Q1: 181,632 shares 181,632 $8.28M 5.18% +1,675 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,567 shares; 2023Q1: 33,667 shares; 2023Q2: 39,650 shares; 2023Q3: 40,048 shares; 2023Q4: 44,774 shares; 2024Q1: 50,141 shares 50,141 $8.24M 5.16% +5,367 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 84,605 shares; 2023Q1: 78,704 shares; 2023Q2: 78,638 shares; 2023Q3: 77,059 shares; 2023Q4: 75,810 shares; 2024Q1: 75,230 shares 75,230 $6.35M 3.98% -580 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 27,231 shares; 2023Q2: 37,247 shares; 2023Q3: 48,417 shares; 2023Q4: 52,616 shares; 2024Q1: 54,433 shares 54,433 $5.8M 3.63% +1,817 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 55,760 shares; 2023Q1: 59,396 shares; 2023Q2: 59,375 shares; 2023Q3: 58,851 shares; 2023Q4: 57,928 shares; 2024Q1: 57,774 shares 57,774 $4.61M 2.89% -154 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 91,741 shares; 2023Q1: 78,564 shares; 2023Q2: 92,996 shares; 2023Q3: 90,884 shares; 2023Q4: 72,020 shares; 2024Q1: 76,020 shares 76,020 $4.41M 2.76% +4,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 170,829 shares; 2023Q1: 174,650 shares; 2023Q2: 96,059 shares; 2023Q3: 69,436 shares; 2023Q4: 75,349 shares; 2024Q1: 80,925 shares 80,925 $4.08M 2.56% +5,576 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,679 shares; 2023Q1: 21,221 shares; 2023Q2: 21,413 shares; 2023Q3: 20,866 shares; 2023Q4: 19,882 shares; 2024Q1: 19,506 shares 19,506 $3.64M 2.28% -376 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,738 shares; 2023Q1: 15,516 shares; 2023Q2: 21,416 shares; 2023Q3: 21,025 shares; 2023Q4: 21,373 shares; 2024Q1: 21,146 shares 21,146 $3.63M 2.27% -227 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,227 shares; 2023Q1: 19,900 shares; 2023Q2: 20,879 shares; 2023Q3: 28,851 shares; 2023Q4: 32,536 shares; 2024Q1: 32,956 shares 32,956 $3.59M 2.25% +420 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 14,286 shares; 2024Q1: 57,729 shares 57,729 $3.03M 1.9% +43,443 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,362 shares; 2023Q1: 10,256 shares; 2023Q2: 10,066 shares; 2023Q3: 9,603 shares; 2023Q4: 9,329 shares; 2024Q1: 9,295 shares 9,295 $2.79M 1.75% -34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 876 shares; 2023Q1: 5,825 shares; 2023Q2: 5,708 shares; 2023Q3: 5,632 shares; 2023Q4: 5,621 shares; 2024Q1: 5,574 shares 5,574 $2.48M 1.55% -47 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,900 shares; 2023Q1: 3,919 shares; 2023Q2: 5,090 shares; 2023Q3: 5,069 shares; 2023Q4: 5,164 shares; 2024Q1: 5,195 shares 5,195 $2.19M 1.37% +31 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,223 shares; 2023Q1: 24,463 shares; 2023Q2: 29,381 shares; 2023Q3: 23,191 shares; 2023Q4: 27,092 shares; 2024Q1: 23,251 shares 23,251 $2.15M 1.35% -3,841 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 581 shares; 2023Q1: 1,335 shares; 2023Q2: 1,120 shares; 2023Q3: 5,724 shares; 2023Q4: 6,516 shares; 2024Q1: 10,558 shares 10,558 $1.94M 1.22% +4,042 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,722 shares; 2023Q1: 19,290 shares; 2023Q2: 15,647 shares; 2023Q3: 16,304 shares; 2023Q4: 22,914 shares; 2024Q1: 18,528 shares 18,528 $1.75M 1.1% -4,386 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,365 shares; 2023Q1: 3,330 shares; 2023Q2: 3,356 shares; 2023Q3: 3,349 shares; 2023Q4: 3,329 shares; 2024Q1: 3,317 shares 3,317 $1.74M 1.09% -12 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,811 shares; 2023Q1: 6,372 shares; 2023Q2: 4,486 shares; 2023Q3: 25,743 shares; 2023Q4: 36,266 shares; 2024Q1: 35,796 shares 35,796 $1.73M 1.08% -470 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 30,231 shares; 2023Q1: 27,037 shares; 2023Q2: 23,247 shares; 2023Q3: 14,743 shares; 2023Q4: 14,391 shares; 2024Q1: 13,927 shares 13,927 $1.61M 1.01% -464 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,144 shares; 2023Q1: 3,031 shares; 2023Q2: 3,014 shares; 2023Q3: 3,013 shares; 2023Q4: 3,040 shares; 2024Q1: 3,036 shares 3,036 $1.6M 1% -4 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,356 shares; 2023Q2: 10,573 shares; 2023Q3: 11,094 shares; 2023Q4: 10,748 shares; 2024Q1: 10,663 shares 10,663 $1.55M 0.97% -85 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,685 shares; 2023Q1: 4,000 shares; 2023Q2: 3,840 shares; 2023Q3: 5,921 shares; 2023Q4: 5,756 shares; 2024Q1: 10,040 shares 10,040 $1.48M 0.93% +4,284 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 4,515 shares; 2023Q2: 4,115 shares; 2023Q3: 4,334 shares; 2023Q4: 4,052 shares; 2024Q1: 7,078 shares 7,078 $1.47M 0.92% +3,026 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,500 shares; 2024Q1: 9,500 shares 9,500 $1.45M 0.91% +1,000 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,402 shares; 2023Q1: 10,347 shares; 2023Q2: 10,347 shares; 2023Q3: 10,347 shares; 2023Q4: 10,346 shares; 2024Q1: 10,346 shares 10,346 $1.38M 0.87% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,204 shares; 2023Q1: 29,516 shares; 2023Q2: 42,435 shares; 2023Q3: 46,295 shares; 2023Q4: 33,970 shares; 2024Q1: 23,823 shares 23,823 $1.38M 0.86% -10,147 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 28,873 shares; 2023Q1: 30,885 shares; 2023Q2: 30,343 shares; 2023Q3: 23,430 shares; 2023Q4: 23,363 shares; 2024Q1: 23,428 shares 23,428 $1.36M 0.85% +65 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 97,442 shares; 2023Q1: 115,954 shares; 2023Q2: 87,394 shares; 2023Q3: 48,428 shares; 2023Q4: 25,051 shares; 2024Q1: 24,489 shares 24,489 $1.29M 0.81% -562 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,431 shares; 2023Q1: 2,767 shares; 2023Q2: 7,934 shares; 2023Q3: 8,488 shares; 2023Q4: 6,842 shares; 2024Q1: 10,197 shares 10,197 $1.28M 0.8% +3,355 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30,135 shares; 2023Q3: 32,757 shares; 2023Q4: 43,862 shares; 2024Q1: 36,932 shares 36,932 $1.25M 0.78% -6,930 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,144 shares; 2023Q1: 8,071 shares; 2023Q2: 6,081 shares; 2023Q3: 13,252 shares; 2023Q4: 26,314 shares; 2024Q1: 24,079 shares 24,079 $1.22M 0.77% -2,235 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 63,921 shares; 2023Q1: 67,704 shares; 2023Q2: 64,176 shares; 2023Q3: 46,649 shares; 2023Q4: 21,046 shares; 2024Q1: 15,755 shares 15,755 $1.2M 0.75% -5,291 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 365 shares; 2023Q1: 5,173 shares; 2023Q2: 9,397 shares; 2023Q3: 26,941 shares; 2023Q4: 19,876 shares; 2024Q1: 23,105 shares 23,105 $1.18M 0.74% +3,229 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 29 shares; 2023Q1: 382 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 11,022 shares; 2024Q1: 8,836 shares 8,836 $1.16M 0.73% -2,186 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,093 shares; 2024Q1: 15,784 shares 15,784 $1.13M 0.71% +5,691 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,915 shares; 2024Q1: 7,849 shares 7,849 $1.1M 0.69% -66 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 104,656 shares; 2023Q1: 100,276 shares; 2023Q2: 98,377 shares; 2023Q3: 93,836 shares; 2023Q4: 93,688 shares; 2024Q1: 90,852 shares 90,852 $1.04M 0.65% -2,836 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,856 shares; 2023Q1: 16,856 shares; 2023Q2: 16,856 shares; 2023Q3: 16,856 shares; 2023Q4: 16,856 shares; 2024Q1: 16,856 shares 16,856 $975K 0.61% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,510 shares; 2023Q2: 3,104 shares; 2023Q3: 2,824 shares; 2023Q4: 3,026 shares; 2024Q1: 5,199 shares 5,199 $938K 0.59% +2,173 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 6,612 shares; 2023Q2: 6,612 shares; 2023Q3: 6,612 shares; 2023Q4: 6,304 shares; 2024Q1: 6,304 shares 6,304 $937K 0.59% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,278 shares; 2023Q1: 2,279 shares; 2023Q2: 2,279 shares; 2023Q3: 2,279 shares; 2023Q4: 2,319 shares; 2024Q1: 2,334 shares 2,334 $895K 0.56% +15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,255 shares; 2023Q3: 4,255 shares; 2023Q4: 4,244 shares; 2024Q1: 4,244 shares 4,244 $870K 0.55% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 40,878 shares; 2023Q1: 28,700 shares; 2023Q2: 30,200 shares; 2023Q3: 27,760 shares; 2023Q4: 26,260 shares; 2024Q1: 23,500 shares 23,500 $860K 0.54% -2,760 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 25,282 shares; 2024Q1: 31,842 shares 31,842 $855K 0.54% +6,560 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,681 shares; 2023Q1: 4,652 shares; 2023Q2: 4,639 shares; 2023Q3: 4,626 shares; 2023Q4: 4,522 shares; 2024Q1: 4,389 shares 4,389 $847K 0.53% -133 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,680 shares; 2024Q1: 39,876 shares 39,876 $816K 0.51% -804 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,267 shares; 2023Q2: 11,262 shares; 2023Q3: 9,667 shares; 2023Q4: 7,937 shares; 2024Q1: 7,732 shares 7,732 $814K 0.51% -205 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,324 shares; 2023Q1: 5,525 shares; 2023Q2: 6,552 shares; 2023Q3: 15,854 shares; 2023Q4: 10,681 shares; 2024Q1: 11,823 shares 11,823 $796K 0.5% +1,142 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,726 shares; 2023Q1: 4,683 shares; 2023Q2: 4,742 shares; 2023Q3: 4,743 shares; 2023Q4: 5,165 shares; 2024Q1: 5,190 shares 5,190 $790K 0.49% +25 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 41,406 shares; 2023Q1: 40,915 shares; 2023Q2: 40,915 shares; 2023Q3: 40,683 shares; 2023Q4: 40,220 shares; 2024Q1: 19,720 shares 19,720 $706K 0.44% -20,500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 33,946 shares; 2023Q1: 23,949 shares; 2023Q2: 10,165 shares; 2023Q3: 4,673 shares; 2023Q4: 4,166 shares; 2024Q1: 14,570 shares 14,570 $703K 0.44% +10,404 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,086 shares; 2023Q3: 11,269 shares; 2023Q4: 7,463 shares; 2024Q1: 5,655 shares 5,655 $684K 0.43% -1,808 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,719 shares; 2023Q2: 5,502 shares; 2023Q3: 3,448 shares; 2023Q4: 26,982 shares; 2024Q1: 26,469 shares 26,469 $680K 0.43% -513 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,376 shares; 2023Q1: 13,360 shares; 2023Q2: 12,968 shares; 2023Q3: 12,586 shares; 2023Q4: 12,472 shares; 2024Q1: 12,370 shares 12,370 $654K 0.41% -102 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,121 shares; 2023Q3: 24,684 shares; 2023Q4: 15,425 shares; 2024Q1: 14,693 shares 14,693 $638K 0.4% -732 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,600 shares; 2023Q3: 5,600 shares; 2023Q4: 5,600 shares; 2024Q1: 5,600 shares 5,600 $614K 0.38% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,757 shares; 2023Q1: 12,008 shares; 2023Q2: 18,443 shares; 2023Q3: 7,462 shares; 2023Q4: 12,927 shares; 2024Q1: 12,912 shares 12,912 $600K 0.38% -15 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,572 shares; 2023Q1: 7,905 shares; 2023Q2: 7,568 shares; 2023Q3: 9,260 shares; 2023Q4: 5,786 shares; 2024Q1: 6,098 shares 6,098 $597K 0.37% +312 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,366 shares; 2023Q1: 5,305 shares; 2023Q2: 5,390 shares; 2023Q3: 5,021 shares; 2023Q4: 5,030 shares; 2024Q1: 5,023 shares 5,023 $584K 0.37% -7 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,379 shares; 2023Q1: 6,253 shares; 2023Q2: 5,933 shares; 2023Q3: not reported; 2023Q4: 15,294 shares; 2024Q1: 14,513 shares 14,513 $576K 0.36% -781 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,414 shares 23,414 $568K 0.36% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 50 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,304 shares; 2023Q4: 10,309 shares; 2024Q1: 10,331 shares 10,331 $552K 0.35% +22 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,150 shares; 2023Q1: 2,150 shares; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares 2,150 $548K 0.34% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,062 shares; 2023Q1: 14,056 shares; 2023Q2: 13,690 shares; 2023Q3: 12,624 shares; 2023Q4: 7,326 shares; 2024Q1: 7,326 shares 7,326 $529K 0.33% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,853 shares; 2023Q1: 3,814 shares; 2023Q2: 3,879 shares; 2023Q3: 3,672 shares; 2023Q4: 3,468 shares; 2024Q1: 3,254 shares 3,254 $515K 0.32% -214 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,959 shares; 2023Q1: 2,246 shares; 2023Q2: 2,004 shares; 2023Q3: 1,974 shares; 2023Q4: 5,987 shares; 2024Q1: 5,141 shares 5,141 $486K 0.3% -846 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,466 shares; 2023Q3: 7,466 shares; 2023Q4: 7,466 shares; 2024Q1: 7,466 shares 7,466 $482K 0.3% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,543 shares 8,543 $433K 0.27% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16 shares; 2023Q1: 12,662 shares; 2023Q2: 6,999 shares; 2023Q3: 4,717 shares; 2023Q4: 2,329 shares; 2024Q1: 2,275 shares 2,275 $426K 0.27% -54 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 32,188 shares; 2023Q1: 31,223 shares; 2023Q2: 24,556 shares; 2023Q3: 22,365 shares; 2023Q4: 22,961 shares; 2024Q1: 21,304 shares 21,304 $419K 0.26% -1,657 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 893 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 833 shares; 2023Q4: 833 shares; 2024Q1: 833 shares 833 $400K 0.25% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,483 shares; 2023Q1: 27,055 shares; 2023Q2: 18,598 shares; 2023Q3: 12,159 shares; 2023Q4: 8,516 shares; 2024Q1: 7,677 shares 7,677 $396K 0.25% -839 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 442 shares; 2024Q1: 432 shares 432 $390K 0.24% -10 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,644 shares; 2023Q1: 9,577 shares; 2023Q2: 17,399 shares; 2023Q3: 3,695 shares; 2023Q4: 5,341 shares; 2024Q1: 4,926 shares 4,926 $383K 0.24% -415 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,678 shares; 2023Q1: 1,678 shares; 2023Q2: 1,678 shares; 2023Q3: 1,657 shares; 2023Q4: 1,502 shares; 2024Q1: 1,502 shares 1,502 $372K 0.23% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 758 shares; 2023Q1: 750 shares; 2023Q2: 749 shares; 2023Q3: 749 shares; 2023Q4: 840 shares; 2024Q1: 874 shares 874 $368K 0.23% +34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,280 shares; 2023Q1: 4,280 shares; 2023Q2: 4,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares; 2024Q1: 4,280 shares 4,280 $364K 0.23% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,585 shares; 2023Q1: not reported; 2023Q2: 1,510 shares; 2023Q3: 1,510 shares; 2023Q4: 1,710 shares; 2024Q1: 1,749 shares 1,749 $350K 0.22% +39 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,128 shares; 2023Q1: 1,125 shares; 2023Q2: 1,126 shares; 2023Q3: 1,167 shares; 2023Q4: 1,148 shares; 2024Q1: 5,732 shares 5,732 $348K 0.22% +4,584 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,149 shares; 2023Q2: 2,149 shares; 2023Q3: 1,589 shares; 2023Q4: 11,224 shares; 2024Q1: 7,693 shares 7,693 $342K 0.21% -3,531 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,994 shares; 2023Q1: 1,879 shares; 2023Q2: 1,879 shares; 2023Q3: 1,793 shares; 2023Q4: 1,793 shares; 2024Q1: 5,432 shares 5,432 $327K 0.2% +3,639 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,168 shares; 2023Q1: 7,961 shares; 2023Q2: 6,998 shares; 2023Q3: 5,944 shares; 2023Q4: 7,415 shares; 2024Q1: 7,605 shares 7,605 $320K 0.2% +190 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,907 shares; 2023Q1: 1,811 shares; 2023Q2: 1,736 shares; 2023Q3: 1,736 shares; 2023Q4: 1,732 shares; 2024Q1: 1,735 shares 1,735 $317K 0.2% +3 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,292 shares; 2023Q1: 1,131 shares; 2023Q2: 10,135 shares; 2023Q3: 9,458 shares; 2023Q4: 6,365 shares; 2024Q1: 9,501 shares 9,501 $306K 0.19% +3,136 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,684 shares; 2023Q3: 7,798 shares; 2023Q4: 7,919 shares; 2024Q1: 8,044 shares 8,044 $292K 0.18% +125 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 47,420 shares; 2023Q2: 20,003 shares; 2023Q3: 17,932 shares; 2023Q4: 10,643 shares; 2024Q1: 9,226 shares 9,226 $284K 0.18% -1,417 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,910 shares; 2023Q1: 8,526 shares; 2023Q2: 7,055 shares; 2023Q3: 7,000 shares; 2023Q4: 13,774 shares; 2024Q1: 9,435 shares 9,435 $281K 0.18% -4,339 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,500 shares 7,500 $271K 0.17% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,517 shares; 2023Q1: 5,282 shares; 2023Q2: 3,610 shares; 2023Q3: 3,386 shares; 2023Q4: 1,916 shares; 2024Q1: 1,809 shares 1,809 $267K 0.17% -107 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 5,872 shares; 2023Q2: 8,410 shares; 2023Q3: 8,310 shares; 2023Q4: 5,459 shares; 2024Q1: 5,210 shares 5,210 $266K 0.17% -249 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,625 shares; 2023Q3: 1,625 shares; 2023Q4: 1,625 shares; 2024Q1: 1,625 shares 1,625 $250K 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,652 shares; 2023Q1: 3,652 shares; 2023Q2: 3,652 shares; 2023Q3: 3,652 shares; 2023Q4: 3,402 shares; 2024Q1: 3,402 shares 3,402 $244K 0.15% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 8,171 shares; 2023Q2: 6,106 shares; 2023Q3: 11,789 shares; 2023Q4: 5,789 shares; 2024Q1: 4,457 shares 4,457 $233K 0.15% -1,332 Timeline 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,402 shares; 2023Q1: 1,402 shares; 2023Q2: 1,402 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 969 shares 969 $221K 0.14% new Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,134 shares; 2023Q1: 1,166 shares; 2023Q2: 1,164 shares; 2023Q3: 1,090 shares; 2023Q4: 1,274 shares; 2024Q1: 1,275 shares 1,275 $214K 0.13% +1 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,453 shares; 2024Q1: 2,903 shares 2,903 $211K 0.13% -550 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,519 shares; 2023Q1: 40,784 shares; 2023Q2: 17,939 shares; 2023Q3: 14,906 shares; 2023Q4: 5,947 shares; 2024Q1: 5,947 shares 5,947 $207K 0.13% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 488 shares; 2023Q1: 492 shares; 2023Q2: 244 shares; 2023Q3: 242 shares; 2023Q4: 218 shares; 2024Q1: 152 shares 152 $201K 0.13% -66 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,905 shares; 2023Q1: 4,868 shares; 2023Q2: 2,685 shares; 2023Q3: 882 shares; 2023Q4: 115 shares; 2024Q1: 2,112 shares 2,112 $200K 0.13% +1,997 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 27,340 shares; 2023Q1: 27,340 shares; 2023Q2: 27,340 shares; 2023Q3: 27,340 shares; 2023Q4: 27,340 shares; 2024Q1: 27,340 shares 27,340 $197K 0.12% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: 2,286 shares; 2023Q2: 1,809 shares; 2023Q3: 1,869 shares; 2023Q4: 1,903 shares; 2024Q1: 2,020 shares 2,020 $191K 0.12% +117 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,804 shares; 2023Q1: 12,533 shares; 2023Q2: 7,494 shares; 2023Q3: 5,054 shares; 2023Q4: 4,008 shares; 2024Q1: 3,847 shares 3,847 $190K 0.12% -161 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,286 shares; 2023Q1: 5,277 shares; 2023Q2: 9,603 shares; 2023Q3: 16,607 shares; 2023Q4: 7,599 shares; 2024Q1: 2,020 shares 2,020 $181K 0.11% -5,579 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,161 shares; 2024Q1: 2,000 shares 2,000 $180K 0.11% -161 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,629 shares; 2023Q1: 1,208 shares; 2023Q2: 1,222 shares; 2023Q3: 671 shares; 2023Q4: 642 shares; 2024Q1: 2,895 shares 2,895 $179K 0.11% +2,253 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,443 shares; 2023Q4: 6,926 shares; 2024Q1: 953 shares 953 $161K 0.1% -5,973 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 1,387 shares; 2023Q2: 1,263 shares; 2023Q3: 1,278 shares; 2023Q4: 1,274 shares; 2024Q1: 1,339 shares 1,339 $148K 0.09% +65 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 19,107 shares; 2023Q2: 24,031 shares; 2023Q3: 11,381 shares; 2023Q4: 6,164 shares; 2024Q1: 5,897 shares 5,897 $145K 0.09% -267 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 161 shares; 2023Q1: 242 shares; 2023Q2: 287 shares; 2023Q3: 290 shares; 2023Q4: 748 shares; 2024Q1: 848 shares 848 $128K 0.08% +100 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,975 shares; 2024Q1: 3,961 shares 3,961 $126K 0.08% -14 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 337 shares; 2023Q3: 6,446 shares; 2023Q4: 1,677 shares; 2024Q1: 1,004 shares 1,004 $116K 0.07% -673 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,981 shares; 2023Q1: 1,916 shares; 2023Q2: 1,284 shares; 2023Q3: 776 shares; 2023Q4: 3,163 shares; 2024Q1: 2,316 shares 2,316 $114K 0.07% -847 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 10,785 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,627 shares; 2024Q1: 4,877 shares 4,877 $98.3K 0.06% -2,750 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,285 shares; 2023Q1: 2,203 shares; 2023Q2: 1,087 shares; 2023Q3: 832 shares; 2023Q4: 832 shares; 2024Q1: 832 shares 832 $79.6K 0.05% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,194 shares; 2023Q1: 559 shares; 2023Q2: 509 shares; 2023Q3: 561 shares; 2023Q4: 2,909 shares; 2024Q1: 2,799 shares 2,799 $78.9K 0.05% -110 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,492 shares; 2023Q1: 911 shares; 2023Q2: 908 shares; 2023Q3: 663 shares; 2023Q4: 523 shares; 2024Q1: 523 shares 523 $70.6K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 322 shares; 2023Q1: 297 shares; 2023Q2: 252 shares; 2023Q3: 252 shares; 2023Q4: 252 shares; 2024Q1: 252 shares 252 $68.2K 0.04% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 812 shares; 2023Q1: 777 shares; 2023Q2: 892 shares; 2023Q3: 778 shares; 2023Q4: 778 shares; 2024Q1: 775 shares 775 $67K 0.04% -3 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 496 shares 496 $65.4K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,400 shares; 2023Q1: 10,400 shares; 2023Q2: 10,400 shares; 2023Q3: 10,400 shares; 2023Q4: 10,400 shares; 2024Q1: 10,400 shares 10,400 $62.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,840 shares; 2023Q1: 5,798 shares; 2023Q2: 5,464 shares; 2023Q3: 2,350 shares; 2023Q4: 597 shares; 2024Q1: 605 shares 605 $57.6K 0.04% +8 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,006 shares; 2023Q1: 5,333 shares; 2023Q2: 5,073 shares; 2023Q3: 3,604 shares; 2023Q4: 2,918 shares; 2024Q1: 2,199 shares 2,199 $55.5K 0.03% -719 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,686 shares; 2023Q1: 1,881 shares; 2023Q2: 1,524 shares; 2023Q3: 1,486 shares; 2023Q4: 1,347 shares; 2024Q1: 886 shares 886 $53.3K 0.03% -461 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,500 shares 16,500 $53.1K 0.03% new EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,937 shares; 2023Q1: 5,794 shares; 2023Q2: 4,391 shares; 2023Q3: 3,461 shares; 2023Q4: 3,037 shares; 2024Q1: 1,181 shares 1,181 $48.5K 0.03% -1,856 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,219 shares; 2024Q1: 1,519 shares 1,519 $48K 0.03% +300 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 782 shares; 2023Q2: 788 shares; 2023Q3: 794 shares; 2023Q4: 802 shares; 2024Q1: 1,006 shares 1,006 $47.4K 0.03% +204 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 924 shares; 2023Q1: 867 shares; 2023Q2: 687 shares; 2023Q3: 742 shares; 2023Q4: 726 shares; 2024Q1: 698 shares 698 $41.8K 0.03% -28 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 754 shares 754 $39.8K 0.02% +4 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 595 shares; 2023Q1: 711 shares; 2023Q2: 645 shares; 2023Q3: 45 shares; 2023Q4: 861 shares; 2024Q1: 861 shares 861 $39.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 1,991 shares; 2023Q1: 2,566 shares; 2023Q2: 2,670 shares; 2023Q3: 2,086 shares; 2023Q4: 2,092 shares; 2024Q1: 791 shares 791 $38.9K 0.02% -1,301 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 380 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 338 shares; 2023Q4: 308 shares; 2024Q1: 308 shares 308 $35.4K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 1,459 shares; 2023Q2: 1,102 shares; 2023Q3: 1,045 shares; 2023Q4: 320 shares; 2024Q1: 320 shares 320 $34.7K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $34.1K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 9,613 shares; 2023Q1: 7,468 shares; 2023Q2: 1,478 shares; 2023Q3: 1,455 shares; 2023Q4: 361 shares; 2024Q1: 337 shares 337 $31.3K 0.02% -24 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 768 shares; 2023Q1: 912 shares; 2023Q2: 679 shares; 2023Q3: 555 shares; 2023Q4: 717 shares; 2024Q1: 770 shares 770 $28.2K 0.02% +53 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 133 shares 133 $28K 0.02% +118 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 565 shares; 2024Q1: 645 shares 645 $27.7K 0.02% +80 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 370 shares; 2024Q1: 371 shares 371 $27.1K 0.02% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 649 shares; 2023Q2: 712 shares; 2023Q3: 688 shares; 2023Q4: 151 shares; 2024Q1: 151 shares 151 $27K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 451 shares; 2023Q1: 451 shares; 2023Q2: 451 shares; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares 451 $26.8K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 10,105 shares; 2023Q1: 4,423 shares; 2023Q2: 1,978 shares; 2023Q3: 564 shares; 2023Q4: 488 shares; 2024Q1: 386 shares 386 $26.2K 0.02% -102 Timeline JIRE 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares 400 $25K 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 152 shares; 2023Q1: 178 shares; 2023Q2: 178 shares; 2023Q3: 430 shares; 2023Q4: 196 shares; 2024Q1: 196 shares 196 $24.6K 0.02% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 663 shares; 2023Q1: 663 shares; 2023Q2: 663 shares; 2023Q3: 859 shares; 2023Q4: 859 shares; 2024Q1: 859 shares 859 $24.2K 0.02% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,166 shares; 2023Q3: 3,594 shares; 2023Q4: 458 shares; 2024Q1: 456 shares 456 $20.3K 0.01% -2 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 253 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares 180 $19.8K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 435 shares; 2023Q4: 435 shares; 2024Q1: 435 shares 435 $16K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 35 shares; 2023Q1: 45 shares; 2023Q2: 104 shares; 2023Q3: 78 shares; 2023Q4: 132 shares; 2024Q1: 151 shares 151 $15.9K 0.01% +19 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,857 shares; 2023Q1: 52,691 shares; 2023Q2: 12,487 shares; 2023Q3: 2,055 shares; 2023Q4: 622 shares; 2024Q1: 612 shares 612 $13.9K 0.01% -10 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 15,550 shares; 2023Q2: 16,734 shares; 2023Q3: 3,937 shares; 2023Q4: 429 shares; 2024Q1: 340 shares 340 $12.3K 0.01% -89 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares 500 $12K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 183 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 184 shares; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $10.4K 0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 130 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 138 shares; 2023Q4: 136 shares; 2024Q1: 175 shares 175 $9.35K 0.01% +39 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,716 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 57 shares 57 $9.28K 0.01% +50 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 159 shares; 2023Q4: 177 shares; 2024Q1: 185 shares 185 $8.54K 0.01% +8 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 617 shares; 2023Q4: 33 shares; 2024Q1: 173 shares 173 $8.36K 0.01% +140 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 179 shares; 2024Q1: 116 shares 116 $7.98K <0.01% -63 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,098 shares; 2023Q1: 2,253 shares; 2023Q2: 2,253 shares; 2023Q3: 124 shares; 2023Q4: 88 shares; 2024Q1: 88 shares 88 $7.36K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,807 shares; 2023Q1: 2,738 shares; 2023Q2: 1,001 shares; 2023Q3: not reported; 2023Q4: 229 shares; 2024Q1: 229 shares 229 $6.4K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 88 shares; 2023Q1: 88 shares; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: 65 shares; 2024Q1: 65 shares 65 $6.01K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11,902 shares; 2023Q1: 2,430 shares; 2023Q2: 1,527 shares; 2023Q3: 1,421 shares; 2023Q4: 89 shares; 2024Q1: 50 shares 50 $5.53K <0.01% -39 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 60 shares; 2023Q3: 60 shares; 2023Q4: 60 shares; 2024Q1: 60 shares 60 $5.47K <0.01% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 797 shares; 2023Q1: 905 shares; 2023Q2: 477 shares; 2023Q3: 362 shares; 2023Q4: 162 shares; 2024Q1: 107 shares 107 $4.99K <0.01% -55 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21 shares; 2024Q1: 63 shares 63 $4.18K <0.01% +42 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 266 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: 25 shares; 2024Q1: 25 shares 25 $3.43K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 2,409 shares; 2023Q1: 3,498 shares; 2023Q2: 3,644 shares; 2023Q3: 1,582 shares; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $3.34K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: 44 shares; 2024Q1: 44 shares 44 $3.12K <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,762 shares; 2023Q1: 1,131 shares; 2023Q2: 535 shares; 2023Q3: 276 shares; 2023Q4: 63 shares; 2024Q1: 37 shares 37 $3.03K <0.01% -26 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares 12 $2.83K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares 18 $2.81K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 31 shares; 2024Q1: 31 shares 31 $2.51K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares 26 $2.35K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 567 shares; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 6 shares 6 $2.06K <0.01% +3 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 179 shares; 2023Q3: 25 shares; 2023Q4: 1 shares; 2024Q1: 7 shares 7 $1.6K <0.01% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 13 shares; 2024Q1: 13 shares 13 $993 <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 354 shares; 2024Q1: 20 shares 20 $861 <0.01% -334 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 13 shares 13 $818 <0.01% -76 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares 11 $735 <0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares 20 $510 <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: 8 shares 8 $451 <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,470 shares; 2023Q1: 3,450 shares; 2023Q2: 3,450 shares; 2023Q3: 3,450 shares; 2023Q4: 3,470 shares; 2024Q1: 20 shares 20 $280 <0.01% -3,450 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 6 shares 6 $271 <0.01% -10 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares 4 $195 <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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 17,053 shares; 2023Q1: 157 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 0 shares; 2024Q1: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,245 shares; 2023Q1: 4,245 shares; 2023Q2: 4,245 shares; 2023Q3: 4,245 shares; 2023Q4: 55 shares; 2024Q1: 0 shares 0 $0 0% -55 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 375 shares; 2024Q1: 0 shares 0 $0 0% -375 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline