GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,509 shares; 2019Q1: 30,067 shares; 2019Q2: 284,711 shares; 2019Q3: 296,031 shares; 2019Q4: 304,648 shares; 2020Q1: 306,338 shares 306,338 $8.58M 4.65% +1,690 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 88,697 shares; 2019Q1: 92,284 shares; 2019Q2: 112,492 shares; 2019Q3: 113,306 shares; 2019Q4: 118,325 shares; 2020Q1: 119,299 shares 119,299 $6.71M 3.63% +974 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 49,075 shares; 2019Q1: 47,789 shares; 2019Q2: 45,772 shares; 2019Q3: 45,601 shares; 2019Q4: 44,991 shares; 2020Q1: 42,923 shares 42,923 $6.47M 3.5% -2,068 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 20,249 shares; 2019Q1: 31,749 shares; 2019Q2: 44,757 shares; 2019Q3: 49,215 shares; 2019Q4: 79,720 shares; 2020Q1: 90,531 shares 90,531 $6.39M 3.46% +10,811 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 37,885 shares; 2019Q1: 42,211 shares; 2019Q2: 71,874 shares; 2019Q3: 58,499 shares; 2019Q4: 53,651 shares; 2020Q1: 50,271 shares 50,271 $6.21M 3.36% -3,380 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,004 shares; 2019Q1: 13,931 shares; 2019Q2: 19,822 shares; 2019Q3: 19,560 shares; 2019Q4: 19,989 shares; 2020Q1: 21,539 shares 21,539 $5.57M 3.01% +1,550 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 271 shares; 2019Q1: 159,483 shares; 2019Q2: 168,343 shares; 2019Q3: 178,059 shares; 2019Q4: 176,693 shares; 2020Q1: 174,896 shares 174,896 $5.29M 2.87% -1,797 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 37,054 shares; 2019Q1: 35,349 shares; 2019Q2: 33,899 shares; 2019Q3: 33,078 shares; 2019Q4: 32,420 shares; 2020Q1: 33,232 shares 33,232 $5.21M 2.82% +812 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 146,301 shares; 2019Q1: 150,407 shares; 2019Q2: 154,207 shares; 2019Q3: 156,544 shares; 2019Q4: 157,032 shares; 2020Q1: 148,321 shares 148,321 $4.95M 2.68% -8,711 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 47,821 shares; 2019Q1: 84,342 shares; 2019Q2: 84,900 shares; 2019Q3: 88,684 shares; 2019Q4: 88,610 shares; 2020Q1: 87,948 shares 87,948 $4.39M 2.38% -662 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 39,547 shares; 2019Q1: 40,794 shares; 2019Q2: 43,388 shares; 2019Q3: 44,171 shares; 2019Q4: 44,993 shares; 2020Q1: 41,728 shares 41,728 $4.17M 2.26% -3,265 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 34,816 shares; 2019Q1: 36,043 shares; 2019Q2: 38,542 shares; 2019Q3: 40,017 shares; 2019Q4: 40,330 shares; 2020Q1: 44,288 shares 44,288 $3.93M 2.13% +3,958 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 40,725 shares; 2019Q1: 39,629 shares; 2019Q2: 39,399 shares; 2019Q3: 38,149 shares; 2019Q4: 37,161 shares; 2020Q1: 36,615 shares 36,615 $3.63M 1.97% -546 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 25,521 shares; 2019Q1: 26,805 shares; 2019Q2: 27,498 shares; 2019Q3: 27,720 shares; 2019Q4: 27,967 shares; 2020Q1: 25,814 shares 25,814 $3.56M 1.93% -2,153 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,724 shares; 2019Q1: 19,833 shares; 2019Q2: 20,260 shares; 2019Q3: 20,257 shares; 2019Q4: 20,494 shares; 2020Q1: 22,067 shares 22,067 $3.32M 1.8% +1,573 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,506 shares; 2019Q1: 19,617 shares; 2019Q2: 50,398 shares; 2019Q3: 55,951 shares; 2019Q4: 56,057 shares; 2020Q1: 55,068 shares 55,068 $3.02M 1.64% -989 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 289 shares; 2019Q1: 289 shares; 2019Q2: 289 shares; 2019Q3: 289 shares; 2019Q4: 35,806 shares; 2020Q1: 37,004 shares 37,004 $3M 1.62% +1,198 Timeline FVD 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 93,583 shares; 2019Q1: 103,652 shares; 2019Q2: 105,671 shares; 2019Q3: 104,180 shares; 2019Q4: 103,991 shares; 2020Q1: 103,787 shares 103,787 $2.87M 1.56% -204 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 40,682 shares; 2019Q1: 39,687 shares; 2019Q2: 40,817 shares; 2019Q3: 39,874 shares; 2019Q4: 40,438 shares; 2020Q1: 40,304 shares 40,304 $2.81M 1.52% -134 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,948 shares; 2019Q1: 44,458 shares; 2019Q2: 46,217 shares; 2019Q3: 69,177 shares; 2019Q4: 50,096 shares; 2020Q1: 51,515 shares 51,515 $2.78M 1.51% +1,419 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,180 shares; 2019Q2: 1,180 shares; 2019Q3: 1,180 shares; 2019Q4: 1,180 shares; 2020Q1: 46,538 shares 46,538 $2.67M 1.45% +45,358 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,962 shares; 2019Q1: 15,489 shares; 2019Q2: 13,645 shares; 2019Q3: 13,097 shares; 2019Q4: 11,918 shares; 2020Q1: 17,832 shares 17,832 $2.38M 1.29% +5,914 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,774 shares; 2019Q1: 28,615 shares; 2019Q2: 27,261 shares; 2019Q3: 27,157 shares; 2019Q4: 26,941 shares; 2020Q1: 26,518 shares 26,518 $2.36M 1.28% -423 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,562 shares; 2019Q1: 16,741 shares; 2019Q2: 15,958 shares; 2019Q3: 14,948 shares; 2019Q4: 14,794 shares; 2020Q1: 14,535 shares 14,535 $2.3M 1.24% -259 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,652 shares; 2019Q1: 2,447 shares; 2019Q2: 14,566 shares; 2019Q3: 30,472 shares; 2019Q4: 30,529 shares; 2020Q1: 20,798 shares 20,798 $2.3M 1.24% -9,731 Timeline SSGA ACTIVE ETF TR SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,155 shares; 2019Q1: 5,936 shares; 2019Q2: 21,076 shares; 2019Q3: 26,371 shares; 2019Q4: 27,268 shares; 2020Q1: 32,801 shares 32,801 $2.27M 1.23% +5,533 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,638 shares; 2019Q1: 18,408 shares; 2019Q2: 13,300 shares; 2019Q3: 12,234 shares; 2019Q4: 15,141 shares; 2020Q1: 18,527 shares 18,527 $2.25M 1.22% +3,386 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 57,586 shares; 2019Q1: 42,486 shares; 2019Q2: 37,182 shares; 2019Q3: 32,672 shares; 2019Q4: 29,966 shares; 2020Q1: 25,488 shares 25,488 $2.14M 1.16% -4,478 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 3,829 shares; 2019Q2: 79,601 shares; 2019Q3: 72,912 shares; 2019Q4: 42,084 shares; 2020Q1: 43,018 shares 43,018 $2.09M 1.13% +934 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,695 shares; 2019Q1: 1,627 shares; 2019Q2: 2,645 shares; 2019Q3: 10,149 shares; 2019Q4: 12,947 shares; 2020Q1: 11,373 shares 11,373 $1.88M 1.02% -1,574 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,169 shares; 2019Q1: 17,888 shares; 2019Q2: 17,647 shares; 2019Q3: 16,992 shares; 2019Q4: 16,937 shares; 2020Q1: 16,864 shares 16,864 $1.85M 1% -73 Timeline RSPM 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 357 shares; 2019Q1: 5,156 shares; 2019Q2: 14,424 shares; 2019Q3: 17,676 shares; 2019Q4: 19,737 shares; 2020Q1: 21,703 shares 21,703 $1.78M 0.96% +1,966 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,714 shares; 2019Q1: 6,714 shares; 2019Q2: 7,682 shares; 2019Q3: 8,258 shares; 2019Q4: 8,704 shares; 2020Q1: 9,178 shares 9,178 $1.75M 0.95% +474 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 83,136 shares; 2019Q1: 82,901 shares; 2019Q2: 82,767 shares; 2019Q3: 79,573 shares; 2019Q4: 77,184 shares; 2020Q1: 77,066 shares 77,066 $1.74M 0.94% -118 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,813 shares; 2019Q1: 18,464 shares; 2019Q2: 12,121 shares; 2019Q3: 12,903 shares; 2019Q4: 12,813 shares; 2020Q1: 9,340 shares 9,340 $1.7M 0.92% -3,473 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,088 shares; 2019Q1: 14,156 shares; 2019Q2: 13,424 shares; 2019Q3: 13,126 shares; 2019Q4: 12,816 shares; 2020Q1: 12,105 shares 12,105 $1.59M 0.86% -711 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 37,739 shares 37,739 $1.54M 0.83% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 21,484 shares; 2019Q3: 19,742 shares; 2019Q4: 17,766 shares; 2020Q1: 16,263 shares 16,263 $1.54M 0.83% -1,503 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,797 shares; 2019Q1: 6,121 shares; 2019Q2: 34,050 shares; 2019Q3: 42,585 shares; 2019Q4: 51,721 shares; 2020Q1: 58,913 shares 58,913 $1.49M 0.81% +7,192 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 18,204 shares; 2019Q1: 16,498 shares; 2019Q2: 15,687 shares; 2019Q3: 16,503 shares; 2019Q4: 18,197 shares; 2020Q1: 16,887 shares 16,887 $1.44M 0.78% -1,310 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 18,887 shares; 2019Q1: 18,308 shares; 2019Q2: 36,540 shares; 2019Q3: 47,860 shares; 2019Q4: 55,498 shares; 2020Q1: 59,211 shares 59,211 $1.43M 0.78% +3,713 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 30,408 shares; 2019Q1: 29,846 shares; 2019Q2: 28,049 shares; 2019Q3: 25,864 shares; 2019Q4: 30,139 shares; 2020Q1: 17,923 shares 17,923 $1.38M 0.75% -12,216 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 91,004 shares; 2019Q1: 99,937 shares; 2019Q2: 97,695 shares; 2019Q3: 90,742 shares; 2019Q4: 60,352 shares; 2020Q1: 37,818 shares 37,818 $1.19M 0.64% -22,534 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 41,667 shares; 2019Q1: 38,952 shares; 2019Q2: 39,184 shares; 2019Q3: 37,263 shares; 2019Q4: 34,221 shares; 2020Q1: 32,782 shares 32,782 $1.1M 0.6% -1,439 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 15,382 shares; 2019Q1: 14,440 shares; 2019Q2: 14,423 shares; 2019Q3: 13,670 shares; 2019Q4: 13,415 shares; 2020Q1: 13,354 shares 13,354 $1.09M 0.59% -61 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 22,119 shares; 2020Q1: 13,816 shares 13,816 $986K 0.53% -8,303 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,890 shares; 2019Q1: 4,861 shares; 2019Q2: 5,992 shares; 2019Q3: 6,619 shares; 2019Q4: 6,755 shares; 2020Q1: 6,434 shares 6,434 $926K 0.5% -321 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 532 shares; 2019Q1: 532 shares; 2019Q2: 3,350 shares; 2019Q3: 4,433 shares; 2019Q4: 6,616 shares; 2020Q1: 9,344 shares 9,344 $908K 0.49% +2,728 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,728 shares; 2019Q1: 9,728 shares; 2019Q2: 9,684 shares; 2019Q3: 8,363 shares; 2019Q4: 8,249 shares; 2020Q1: 8,310 shares 8,310 $800K 0.43% +61 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,077 shares; 2019Q1: 3,077 shares; 2019Q2: 3,077 shares; 2019Q3: 3,077 shares; 2019Q4: 3,117 shares; 2020Q1: 3,113 shares 3,113 $749K 0.41% -4 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 45,658 shares; 2019Q1: 42,288 shares; 2019Q2: 28,842 shares; 2019Q3: 22,227 shares; 2019Q4: 16,736 shares; 2020Q1: 12,406 shares 12,406 $710K 0.38% -4,330 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,444 shares; 2019Q1: 20,475 shares; 2019Q2: 18,460 shares; 2019Q3: 18,285 shares; 2019Q4: 6,432 shares; 2020Q1: 6,634 shares 6,634 $706K 0.38% +202 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,062 shares; 2019Q1: 6,083 shares; 2019Q2: 5,683 shares; 2019Q3: 5,640 shares; 2019Q4: 5,640 shares; 2020Q1: 5,640 shares 5,640 $698K 0.38% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,625 shares; 2019Q1: 6,085 shares; 2019Q2: 5,916 shares; 2019Q3: 5,781 shares; 2019Q4: 5,796 shares; 2020Q1: 6,049 shares 6,049 $684K 0.37% +253 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,707 shares; 2019Q1: 8,959 shares; 2019Q2: 15,082 shares; 2019Q3: 16,807 shares; 2019Q4: 17,594 shares; 2020Q1: 16,230 shares 16,230 $663K 0.36% -1,364 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,929 shares; 2019Q1: 1,929 shares; 2019Q2: 1,929 shares; 2019Q3: 1,929 shares; 2019Q4: 1,929 shares; 2020Q1: 1,929 shares 1,929 $654K 0.35% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,168 shares; 2019Q1: 14,233 shares; 2019Q2: 14,539 shares; 2019Q3: 14,407 shares; 2019Q4: 14,377 shares; 2020Q1: 12,126 shares 12,126 $648K 0.35% -2,251 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 146 shares; 2019Q1: 2,278 shares; 2019Q2: 9,203 shares; 2019Q3: 14,842 shares; 2019Q4: 16,389 shares; 2020Q1: 16,502 shares 16,502 $646K 0.35% +113 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,663 shares; 2019Q1: 5,532 shares; 2019Q2: 4,722 shares; 2019Q3: 4,601 shares; 2019Q4: 4,570 shares; 2020Q1: 4,972 shares 4,972 $641K 0.35% +402 Timeline QTEC 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,125 shares; 2019Q1: 8,125 shares; 2019Q2: 8,253 shares; 2019Q3: 7,852 shares; 2019Q4: 7,319 shares; 2020Q1: 7,319 shares 7,319 $619K 0.34% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,237 shares; 2019Q1: 10,631 shares; 2019Q2: 11,962 shares; 2019Q3: 11,923 shares; 2019Q4: 12,636 shares; 2020Q1: 13,117 shares 13,117 $606K 0.33% +481 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,590 shares; 2019Q1: 3,531 shares; 2019Q2: 3,718 shares; 2019Q3: 3,585 shares; 2019Q4: 3,541 shares; 2020Q1: 3,635 shares 3,635 $600K 0.32% +94 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,465 shares; 2019Q1: 6,396 shares; 2019Q2: 6,396 shares; 2019Q3: 6,284 shares; 2019Q4: 6,211 shares; 2020Q1: 6,211 shares 6,211 $559K 0.3% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,579 shares; 2019Q1: 5,335 shares; 2019Q2: 8,607 shares; 2019Q3: 9,839 shares; 2019Q4: 9,903 shares; 2020Q1: 9,737 shares 9,737 $531K 0.29% -166 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,817 shares; 2019Q1: 5,622 shares; 2019Q2: 5,604 shares; 2019Q3: 5,754 shares; 2019Q4: 5,639 shares; 2020Q1: 5,443 shares 5,443 $524K 0.28% -196 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,425 shares; 2019Q1: 3,735 shares; 2019Q2: 3,180 shares; 2019Q3: 3,165 shares; 2019Q4: 3,333 shares; 2020Q1: 4,127 shares 4,127 $502K 0.27% +794 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,374 shares; 2019Q1: 7,883 shares; 2019Q2: 18,939 shares; 2019Q3: 19,264 shares; 2019Q4: 16,989 shares; 2020Q1: 15,928 shares 15,928 $481K 0.26% -1,061 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,912 shares; 2019Q1: 2,912 shares; 2019Q2: 2,912 shares; 2019Q3: 2,912 shares; 2019Q4: 2,912 shares; 2020Q1: 2,977 shares 2,977 $469K 0.25% +65 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,687 shares; 2019Q1: 4,687 shares; 2019Q2: 4,687 shares; 2019Q3: 4,687 shares; 2019Q4: 4,687 shares; 2020Q1: 4,874 shares 4,874 $463K 0.25% +187 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,464 shares; 2019Q1: 17,922 shares; 2019Q2: 4,205 shares; 2019Q3: 3,861 shares; 2019Q4: 3,996 shares; 2020Q1: 4,694 shares 4,694 $454K 0.25% +698 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,467 shares; 2019Q1: 19,501 shares; 2019Q2: 12,382 shares; 2019Q3: 11,549 shares; 2019Q4: 10,321 shares; 2020Q1: 10,157 shares 10,157 $439K 0.24% -164 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,409 shares; 2019Q1: 8,371 shares; 2019Q2: 7,344 shares; 2019Q3: 8,582 shares; 2019Q4: 10,023 shares; 2020Q1: 10,055 shares 10,055 $434K 0.24% +32 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,307 shares; 2019Q1: 15,928 shares; 2019Q2: 18,106 shares; 2019Q3: 18,884 shares; 2019Q4: 19,282 shares; 2020Q1: 15,081 shares 15,081 $429K 0.23% -4,201 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,030 shares; 2019Q1: 4,998 shares; 2019Q2: 5,007 shares; 2019Q3: 4,848 shares; 2019Q4: 4,569 shares; 2020Q1: 4,295 shares 4,295 $418K 0.23% -274 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,676 shares; 2019Q1: 11,305 shares; 2019Q2: 12,125 shares; 2019Q3: 11,488 shares; 2019Q4: 11,542 shares; 2020Q1: 11,431 shares 11,431 $409K 0.22% -111 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,721 shares; 2019Q1: 5,402 shares; 2019Q2: 5,529 shares; 2019Q3: 5,384 shares; 2019Q4: 5,263 shares; 2020Q1: 4,699 shares 4,699 $409K 0.22% -564 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 40 shares; 2019Q2: 766 shares; 2019Q3: 1,653 shares; 2019Q4: 1,724 shares; 2020Q1: 1,724 shares 1,724 $408K 0.22% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 67,304 shares; 2019Q1: 65,991 shares; 2019Q2: 11,780 shares; 2019Q3: 12,699 shares; 2019Q4: 12,971 shares; 2020Q1: 8,301 shares 8,301 $405K 0.22% -4,670 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,167 shares; 2019Q1: 5,167 shares; 2019Q2: 5,167 shares; 2019Q3: 5,167 shares; 2019Q4: 5,167 shares; 2020Q1: 5,167 shares 5,167 $404K 0.22% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,942 shares; 2019Q1: 22,031 shares; 2019Q2: 14,580 shares; 2019Q3: 13,672 shares; 2019Q4: 6,823 shares; 2020Q1: 7,109 shares 7,109 $399K 0.22% +286 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,719 shares; 2019Q1: 12,126 shares; 2019Q2: 12,126 shares; 2019Q3: 12,976 shares; 2019Q4: 12,126 shares; 2020Q1: 12,112 shares 12,112 $395K 0.21% -14 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,581 shares; 2019Q1: 9,486 shares; 2019Q2: 9,486 shares; 2019Q3: 9,486 shares; 2019Q4: 9,486 shares; 2020Q1: 9,606 shares 9,606 $394K 0.21% +120 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 13,438 shares; 2019Q1: 13,638 shares; 2019Q2: 13,638 shares; 2019Q3: 13,638 shares; 2019Q4: 13,638 shares; 2020Q1: 13,431 shares 13,431 $392K 0.21% -207 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,043 shares; 2019Q1: 3,043 shares; 2019Q2: 3,043 shares; 2019Q3: 3,043 shares; 2019Q4: 5,410 shares; 2020Q1: 5,410 shares 5,410 $391K 0.21% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,426 shares; 2019Q1: 2,426 shares; 2019Q2: 2,326 shares; 2019Q3: 2,326 shares; 2019Q4: 2,326 shares; 2020Q1: 2,326 shares 2,326 $385K 0.21% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,060 shares; 2019Q1: 4,060 shares; 2019Q2: 4,060 shares; 2019Q3: 4,060 shares; 2019Q4: 4,060 shares; 2020Q1: 4,060 shares 4,060 $358K 0.19% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,404 shares; 2019Q1: 2,136 shares; 2019Q2: 5,942 shares; 2019Q3: 12,478 shares; 2019Q4: 12,397 shares; 2020Q1: 10,731 shares 10,731 $356K 0.19% -1,666 Timeline LIFE STORAGE INC LIFE STORAGE INC More: the full row for LIFE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,716 shares; 2019Q1: 3,716 shares; 2019Q2: 3,716 shares; 2019Q3: 3,716 shares; 2019Q4: 3,716 shares; 2020Q1: 3,716 shares 3,716 $351K 0.19% 0 EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,798 shares; 2019Q1: 4,830 shares; 2019Q2: 4,782 shares; 2019Q3: 4,659 shares; 2019Q4: 4,533 shares; 2020Q1: 4,921 shares 4,921 $350K 0.19% +388 Timeline IPKW 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,520 shares; 2019Q1: 12,449 shares; 2019Q2: 16,033 shares; 2019Q3: 15,830 shares; 2019Q4: 15,733 shares; 2020Q1: 14,798 shares 14,798 $347K 0.19% -935 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,980 shares; 2019Q1: 6,980 shares; 2019Q2: 6,980 shares; 2019Q3: 6,980 shares; 2019Q4: 6,980 shares; 2020Q1: 6,980 shares 6,980 $337K 0.18% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,891 shares; 2019Q1: 4,772 shares; 2019Q2: 7,207 shares; 2019Q3: 6,828 shares; 2019Q4: 6,624 shares; 2020Q1: 7,052 shares 7,052 $333K 0.18% +428 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,384 shares; 2019Q1: 2,384 shares; 2019Q2: 2,384 shares; 2019Q3: 2,384 shares; 2019Q4: 2,384 shares; 2020Q1: 2,384 shares 2,384 $326K 0.18% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,319 shares; 2019Q1: 4,430 shares; 2019Q2: 4,430 shares; 2019Q3: 4,430 shares; 2019Q4: 4,430 shares; 2020Q1: 4,130 shares 4,130 $314K 0.17% -300 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,586 shares; 2019Q1: 3,586 shares; 2019Q2: 3,586 shares; 2019Q3: 3,586 shares; 2019Q4: 3,586 shares; 2020Q1: 3,586 shares 3,586 $311K 0.17% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,754 shares; 2019Q1: 7,723 shares; 2019Q2: 6,183 shares; 2019Q3: 6,429 shares; 2019Q4: 6,343 shares; 2020Q1: 6,473 shares 6,473 $289K 0.16% +130 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,787 shares; 2019Q1: 4,161 shares; 2019Q2: 3,279 shares; 2019Q3: 2,855 shares; 2019Q4: 2,856 shares; 2020Q1: 2,481 shares 2,481 $286K 0.15% -375 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 575 shares; 2019Q1: 1,248 shares; 2019Q2: 936 shares; 2019Q3: 927 shares; 2019Q4: 927 shares; 2020Q1: 1,098 shares 1,098 $283K 0.15% +171 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,150 shares; 2019Q1: 1,150 shares; 2019Q2: 1,150 shares; 2019Q3: 1,150 shares; 2019Q4: 1,073 shares; 2020Q1: 1,108 shares 1,108 $282K 0.15% +35 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,719 shares; 2019Q1: 8,719 shares; 2019Q2: 8,719 shares; 2019Q3: 8,719 shares; 2019Q4: 8,719 shares; 2020Q1: 17,438 shares 17,438 $275K 0.15% +8,719 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,380 shares; 2019Q1: 9,597 shares; 2019Q2: 10,197 shares; 2019Q3: 9,156 shares; 2019Q4: 9,215 shares; 2020Q1: 10,667 shares 10,667 $270K 0.15% +1,452 Timeline SPLV 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,299 shares; 2019Q1: 7,340 shares; 2019Q2: 6,225 shares; 2019Q3: 5,672 shares; 2019Q4: 5,672 shares; 2020Q1: 5,536 shares 5,536 $260K 0.14% -136 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,123 shares; 2019Q1: 10,123 shares; 2019Q2: 10,123 shares; 2019Q3: 10,123 shares; 2019Q4: 10,123 shares; 2020Q1: 10,123 shares 10,123 $253K 0.14% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,826 shares; 2019Q1: 6,371 shares; 2019Q2: 6,388 shares; 2019Q3: 6,804 shares; 2019Q4: 6,822 shares; 2020Q1: 6,404 shares 6,404 $243K 0.13% -418 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,876 shares; 2019Q1: 4,179 shares; 2019Q2: 4,432 shares; 2019Q3: 4,434 shares; 2019Q4: 4,427 shares; 2020Q1: 3,419 shares 3,419 $242K 0.13% -1,008 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,347 shares; 2019Q1: 2,347 shares; 2019Q2: 2,347 shares; 2019Q3: 2,347 shares; 2019Q4: 2,347 shares; 2020Q1: 2,347 shares 2,347 $235K 0.13% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,716 shares; 2019Q1: 5,682 shares; 2019Q2: 5,348 shares; 2019Q3: 5,260 shares; 2019Q4: 5,388 shares; 2020Q1: 4,246 shares 4,246 $222K 0.12% -1,142 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 85,383 shares; 2019Q1: 37,245 shares; 2019Q2: 32,437 shares; 2019Q3: 16,577 shares; 2019Q4: 16,657 shares; 2020Q1: 8,399 shares 8,399 $222K 0.12% -8,258 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,419 shares; 2019Q1: 1,384 shares; 2019Q2: 855 shares; 2019Q3: 855 shares; 2019Q4: 1,187 shares; 2020Q1: 1,293 shares 1,293 $217K 0.12% +106 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,079 shares; 2019Q1: 1,079 shares; 2019Q2: 1,079 shares; 2019Q3: 1,079 shares; 2019Q4: 1,079 shares; 2020Q1: 1,079 shares 1,079 $214K 0.12% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,674 shares; 2019Q1: 1,674 shares; 2019Q2: 1,674 shares; 2019Q3: 1,674 shares; 2019Q4: 1,774 shares; 2020Q1: 1,774 shares 1,774 $213K 0.12% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 195 shares; 2019Q1: 1,098 shares; 2019Q2: 1,803 shares; 2019Q3: 4,637 shares; 2019Q4: 4,637 shares; 2020Q1: 4,705 shares 4,705 $212K 0.11% +68 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,397 shares; 2019Q1: 2,397 shares; 2019Q2: 2,397 shares; 2019Q3: 2,397 shares; 2019Q4: 2,397 shares; 2020Q1: 2,397 shares 2,397 $210K 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,542 shares; 2019Q1: 3,542 shares; 2019Q2: 3,542 shares; 2019Q3: 3,542 shares; 2019Q4: 3,590 shares; 2020Q1: 3,584 shares 3,584 $200K 0.11% -6 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,076 shares; 2019Q1: 3,589 shares; 2019Q2: 1,547 shares; 2019Q3: 1,582 shares; 2019Q4: 1,557 shares; 2020Q1: 2,305 shares 2,305 $200K 0.11% +748 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,784 shares; 2019Q1: 1,784 shares; 2019Q2: 1,784 shares; 2019Q3: 1,784 shares; 2019Q4: 1,142 shares; 2020Q1: 1,142 shares 1,142 $197K 0.11% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,162 shares; 2019Q1: 8,124 shares; 2019Q2: 7,576 shares; 2019Q3: 7,576 shares; 2019Q4: 7,576 shares; 2020Q1: 7,576 shares 7,576 $196K 0.11% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,506 shares; 2019Q1: 1,506 shares; 2019Q2: 1,506 shares; 2019Q3: 1,506 shares; 2019Q4: 1,506 shares; 2020Q1: 1,506 shares 1,506 $193K 0.1% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 26,997 shares; 2019Q1: 21,129 shares; 2019Q2: 14,883 shares; 2019Q3: 13,701 shares; 2019Q4: 11,105 shares; 2020Q1: 11,105 shares 11,105 $185K 0.1% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,444 shares; 2019Q1: 2,460 shares; 2019Q2: 2,476 shares; 2019Q3: 2,491 shares; 2019Q4: 2,507 shares; 2020Q1: 2,525 shares 2,525 $184K 0.1% +18 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,412 shares; 2019Q1: 1,817 shares; 2019Q2: 1,817 shares; 2019Q3: 1,817 shares; 2019Q4: 2,146 shares; 2020Q1: 2,312 shares 2,312 $183K 0.1% +166 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,527 shares; 2019Q1: 3,527 shares; 2019Q2: 4,533 shares; 2019Q3: 4,375 shares; 2019Q4: 4,835 shares; 2020Q1: 5,392 shares 5,392 $179K 0.1% +557 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,549 shares; 2019Q1: 7,948 shares; 2019Q2: 5,618 shares; 2019Q3: 5,618 shares; 2019Q4: 5,516 shares; 2020Q1: 5,516 shares 5,516 $176K 0.1% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 914 shares; 2019Q1: 914 shares; 2019Q2: 1,293 shares; 2019Q3: 1,326 shares; 2019Q4: 1,326 shares; 2020Q1: 2,109 shares 2,109 $170K 0.09% +783 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,092 shares; 2019Q1: 1,142 shares; 2019Q2: 1,142 shares; 2019Q3: 1,142 shares; 2019Q4: 1,134 shares; 2020Q1: 1,134 shares 1,134 $169K 0.09% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,926 shares; 2019Q1: 3,926 shares; 2019Q2: 3,926 shares; 2019Q3: 3,926 shares; 2019Q4: 3,926 shares; 2020Q1: 2,600 shares 2,600 $168K 0.09% -1,326 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,358 shares; 2019Q1: 3,358 shares; 2019Q2: 3,358 shares; 2019Q3: 3,558 shares; 2019Q4: 3,758 shares; 2020Q1: 3,744 shares 3,744 $166K 0.09% -14 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 470 shares; 2019Q1: 525 shares; 2019Q2: 851 shares; 2019Q3: 941 shares; 2019Q4: 1,436 shares; 2020Q1: 1,372 shares 1,372 $165K 0.09% -64 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 110 shares; 2019Q1: 111 shares; 2019Q2: 1,606 shares; 2019Q3: 6,040 shares; 2019Q4: 7,986 shares; 2020Q1: 7,952 shares 7,952 $165K 0.09% -34 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,476 shares; 2019Q1: 3,255 shares; 2019Q2: 3,255 shares; 2019Q3: 3,255 shares; 2019Q4: 3,255 shares; 2020Q1: 3,102 shares 3,102 $163K 0.09% -153 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 30,836 shares; 2019Q1: 33,851 shares; 2019Q2: 12,449 shares; 2019Q3: 8,133 shares; 2019Q4: 7,883 shares; 2020Q1: 6,295 shares 6,295 $158K 0.09% -1,588 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,713 shares; 2019Q1: 4,028 shares; 2019Q2: 11,426 shares; 2019Q3: 11,576 shares; 2019Q4: 17,803 shares; 2020Q1: 3,804 shares 3,804 $154K 0.08% -13,999 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,622 shares; 2019Q1: 1,622 shares; 2019Q2: 1,595 shares; 2019Q3: 1,595 shares; 2019Q4: 1,595 shares; 2020Q1: 1,562 shares 1,562 $151K 0.08% -33 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 435 shares; 2019Q1: 435 shares; 2019Q2: 646 shares; 2019Q3: 1,705 shares; 2019Q4: 5,178 shares; 2020Q1: 6,093 shares 6,093 $147K 0.08% +915 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,426 shares; 2019Q1: 2,426 shares; 2019Q2: 2,401 shares; 2019Q3: 2,401 shares; 2019Q4: 2,706 shares; 2020Q1: 2,706 shares 2,706 $146K 0.08% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,457 shares; 2019Q1: 4,457 shares; 2019Q2: 4,457 shares; 2019Q3: 4,457 shares; 2019Q4: 4,457 shares; 2020Q1: 4,457 shares 4,457 $143K 0.08% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,143 shares; 2019Q1: 1,143 shares; 2019Q2: 1,143 shares; 2019Q3: 1,143 shares; 2019Q4: 1,143 shares; 2020Q1: 1,143 shares 1,143 $143K 0.08% 0 Timeline SPEM 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,885 shares; 2019Q1: 10,506 shares; 2019Q2: 6,927 shares; 2019Q3: 6,448 shares; 2019Q4: 5,973 shares; 2020Q1: 4,884 shares 4,884 $139K 0.08% -1,089 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,137 shares; 2019Q1: 1,537 shares; 2019Q2: 1,057 shares; 2019Q3: 1,057 shares; 2019Q4: 1,157 shares; 2020Q1: 1,053 shares 1,053 $138K 0.07% -104 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,515 shares; 2019Q1: 3,565 shares; 2019Q2: 2,578 shares; 2019Q3: 2,782 shares; 2019Q4: 2,782 shares; 2020Q1: 1,925 shares 1,925 $138K 0.07% -857 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,762 shares; 2019Q1: 6,715 shares; 2019Q2: 6,715 shares; 2019Q3: 5,875 shares; 2019Q4: 4,041 shares; 2020Q1: 3,490 shares 3,490 $135K 0.07% -551 Timeline SPMO 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,357 shares; 2019Q1: 2,357 shares; 2019Q2: 3,743 shares; 2019Q3: 3,743 shares; 2019Q4: 3,743 shares; 2020Q1: 3,743 shares 3,743 $135K 0.07% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,425 shares; 2019Q1: 2,425 shares; 2019Q2: 2,425 shares; 2019Q3: 2,442 shares; 2019Q4: 2,442 shares; 2020Q1: 2,442 shares 2,442 $134K 0.07% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,700 shares; 2019Q1: 1,700 shares; 2019Q2: 1,700 shares; 2019Q3: 1,700 shares; 2019Q4: 1,700 shares; 2020Q1: 1,700 shares 1,700 $133K 0.07% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,390 shares; 2019Q1: 1,390 shares; 2019Q2: 1,390 shares; 2019Q3: 1,390 shares; 2019Q4: 1,390 shares; 2020Q1: 1,390 shares 1,390 $133K 0.07% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 278 shares; 2019Q1: 278 shares; 2019Q2: 2,210 shares; 2019Q3: 1,727 shares; 2019Q4: 2,617 shares; 2020Q1: 2,734 shares 2,734 $131K 0.07% +117 Timeline FXU 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,371 shares; 2019Q1: 12,371 shares; 2019Q2: 12,371 shares; 2019Q3: 12,371 shares; 2019Q4: 12,371 shares; 2020Q1: 5,266 shares 5,266 $129K 0.07% -7,105 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,955 shares; 2019Q1: 1,893 shares; 2019Q2: 1,893 shares; 2019Q3: 2,026 shares; 2019Q4: 2,026 shares; 2020Q1: 2,026 shares 2,026 $129K 0.07% 0 Timeline PICB 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,532 shares; 2019Q1: 7,690 shares; 2019Q2: 7,690 shares; 2019Q3: 7,324 shares; 2019Q4: 5,149 shares; 2020Q1: 5,105 shares 5,105 $125K 0.07% -44 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 280 shares; 2019Q3: 280 shares; 2019Q4: 578 shares; 2020Q1: 2,280 shares 2,280 $122K 0.07% +1,702 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,291 shares; 2019Q1: 4,175 shares; 2019Q2: 4,427 shares; 2019Q3: 4,260 shares; 2019Q4: 4,260 shares; 2020Q1: 3,293 shares 3,293 $121K 0.07% -967 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 731 shares; 2019Q1: 731 shares; 2019Q2: 731 shares; 2019Q3: 731 shares; 2019Q4: 731 shares; 2020Q1: 731 shares 731 $119K 0.06% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,510 shares; 2019Q1: 1,510 shares; 2019Q2: 1,510 shares; 2019Q3: 1,510 shares; 2019Q4: 1,510 shares; 2020Q1: 1,510 shares 1,510 $114K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,030 shares; 2019Q1: 5,030 shares; 2019Q2: 5,030 shares; 2019Q3: 5,030 shares; 2019Q4: 5,030 shares; 2020Q1: 5,030 shares 5,030 $110K 0.06% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 650 shares; 2019Q1: 2,517 shares; 2019Q2: 3,007 shares; 2019Q3: 3,007 shares; 2019Q4: 2,221 shares; 2020Q1: 2,221 shares 2,221 $109K 0.06% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 568 shares; 2019Q1: 568 shares; 2019Q2: 568 shares; 2019Q3: 524 shares; 2019Q4: 579 shares; 2020Q1: 589 shares 589 $108K 0.06% +10 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,134 shares; 2019Q1: 3,171 shares; 2019Q2: 3,171 shares; 2019Q3: 3,171 shares; 2019Q4: 3,171 shares; 2020Q1: 3,146 shares 3,146 $108K 0.06% -25 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,756 shares; 2019Q1: 4,756 shares; 2019Q2: 4,756 shares; 2019Q3: 4,756 shares; 2019Q4: 4,756 shares; 2020Q1: 2,556 shares 2,556 $108K 0.06% -2,200 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,505 shares; 2019Q1: 728 shares; 2019Q2: 682 shares; 2019Q3: 812 shares; 2019Q4: 682 shares; 2020Q1: 713 shares 713 $106K 0.06% +31 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 363 shares; 2019Q2: not reported; 2019Q3: 880 shares; 2019Q4: 880 shares; 2020Q1: 880 shares 880 $104K 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,935 shares; 2019Q1: 2,951 shares; 2019Q2: 2,966 shares; 2019Q3: 2,982 shares; 2019Q4: 2,998 shares; 2020Q1: 3,016 shares 3,016 $103K 0.06% +18 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,174 shares; 2019Q1: 5,174 shares; 2019Q2: 5,174 shares; 2019Q3: 5,174 shares; 2019Q4: 5,174 shares; 2020Q1: 5,174 shares 5,174 $102K 0.06% 0 Timeline COMT 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,452 shares; 2019Q1: 2,725 shares; 2019Q2: 6,001 shares; 2019Q3: 5,379 shares; 2019Q4: 5,709 shares; 2020Q1: 4,457 shares 4,457 $100K 0.05% -1,252 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 67 shares; 2019Q1: 84 shares; 2019Q2: 85 shares; 2019Q3: 63 shares; 2019Q4: 138 shares; 2020Q1: 870 shares 870 $100K 0.05% +732 Timeline FV 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,679 shares; 2019Q1: 8,607 shares; 2019Q2: 5,393 shares; 2019Q3: 5,393 shares; 2019Q4: 5,579 shares; 2020Q1: 3,831 shares 3,831 $98K 0.05% -1,748 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,882 shares; 2019Q1: 2,888 shares; 2019Q2: 2,366 shares; 2019Q3: 2,265 shares; 2019Q4: 3,122 shares; 2020Q1: 3,189 shares 3,189 $98K 0.05% +67 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,436 shares; 2019Q1: 2,586 shares; 2019Q2: 2,586 shares; 2019Q3: 2,586 shares; 2019Q4: 2,468 shares; 2020Q1: 2,468 shares 2,468 $97K 0.05% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,305 shares; 2019Q1: 2,370 shares; 2019Q2: 2,305 shares; 2019Q3: 2,367 shares; 2019Q4: 2,217 shares; 2020Q1: 2,550 shares 2,550 $97K 0.05% +333 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,676 shares; 2019Q1: 4,676 shares; 2019Q2: 4,676 shares; 2019Q3: 4,676 shares; 2019Q4: 4,676 shares; 2020Q1: 4,676 shares 4,676 $96K 0.05% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,741 shares; 2019Q1: 1,741 shares; 2019Q2: 1,741 shares; 2019Q3: 1,741 shares; 2019Q4: 1,741 shares; 2020Q1: 1,741 shares 1,741 $94K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,118 shares; 2019Q1: 1,118 shares; 2019Q2: 993 shares; 2019Q3: 968 shares; 2019Q4: 968 shares; 2020Q1: 968 shares 968 $93K 0.05% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,027 shares; 2019Q1: 3,027 shares; 2019Q2: 3,027 shares; 2019Q3: 3,027 shares; 2019Q4: 3,027 shares; 2020Q1: 3,027 shares 3,027 $93K 0.05% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,645 shares; 2019Q1: 6,645 shares; 2019Q2: 3,486 shares; 2019Q3: 3,326 shares; 2019Q4: 3,209 shares; 2020Q1: 3,211 shares 3,211 $89K 0.05% +2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 258 shares; 2019Q1: 828 shares; 2019Q2: 258 shares; 2019Q3: 258 shares; 2019Q4: 218 shares; 2020Q1: 620 shares 620 $88K 0.05% +402 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,522 shares; 2019Q1: 3,138 shares; 2019Q2: 1,701 shares; 2019Q3: 1,615 shares; 2019Q4: 1,615 shares; 2020Q1: 1,615 shares 1,615 $87K 0.05% 0 Timeline PIZ 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,946 shares; 2019Q1: 6,325 shares; 2019Q2: 4,940 shares; 2019Q3: 3,823 shares; 2019Q4: 3,823 shares; 2020Q1: 3,823 shares 3,823 $87K 0.05% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,115 shares; 2019Q1: 4,115 shares; 2019Q2: 4,115 shares; 2019Q3: 4,115 shares; 2019Q4: 4,115 shares; 2020Q1: 4,115 shares 4,115 $85K 0.05% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,354 shares; 2019Q1: 2,633 shares; 2019Q2: 1,891 shares; 2019Q3: 1,891 shares; 2019Q4: 1,891 shares; 2020Q1: 2,896 shares 2,896 $84K 0.05% +1,005 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 13,608 shares; 2019Q1: 11,968 shares; 2019Q2: 10,698 shares; 2019Q3: 10,748 shares; 2019Q4: 3,039 shares; 2020Q1: 2,679 shares 2,679 $83K 0.04% -360 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,060 shares; 2019Q1: 5,060 shares; 2019Q2: 5,060 shares; 2019Q3: 6,044 shares; 2019Q4: 6,044 shares; 2020Q1: 5,479 shares 5,479 $83K 0.04% -565 ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 623 shares; 2019Q1: 623 shares; 2019Q2: 623 shares; 2019Q3: 623 shares; 2019Q4: 888 shares; 2020Q1: 897 shares 897 $82K 0.04% +9 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,271 shares; 2019Q1: 1,309 shares; 2019Q2: 1,320 shares; 2019Q3: 2,171 shares; 2019Q4: 1,323 shares; 2020Q1: 1,325 shares 1,325 $81K 0.04% +2 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,613 shares; 2019Q1: 1,613 shares; 2019Q2: 1,613 shares; 2019Q3: 1,613 shares; 2019Q4: 1,613 shares; 2020Q1: 1,613 shares 1,613 $81K 0.04% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 31 shares; 2019Q1: 30 shares; 2019Q2: 30 shares; 2019Q3: 30 shares; 2019Q4: 34 shares; 2020Q1: 41 shares 41 $80K 0.04% +7 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,796 shares; 2019Q1: 3,796 shares; 2019Q2: 3,796 shares; 2019Q3: 3,796 shares; 2019Q4: 3,796 shares; 2020Q1: 3,796 shares 3,796 $80K 0.04% 0 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,030 shares; 2019Q1: 1,030 shares; 2019Q2: 1,030 shares; 2019Q3: 1,030 shares; 2019Q4: 1,081 shares; 2020Q1: 1,081 shares 1,081 $78K 0.04% 0 Timeline RSPT 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 728 shares; 2019Q1: 491 shares; 2019Q2: 491 shares; 2019Q3: 491 shares; 2019Q4: 491 shares; 2020Q1: 491 shares 491 $78K 0.04% 0 Timeline STREAMLINE HEALTH SOLUTIONS STREAMLINE HEALTH SOLUTIONS More: the full row for STREAMLINE HEALTH SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 90,000 shares; 2019Q1: 90,000 shares; 2019Q2: 90,000 shares; 2019Q3: 90,000 shares; 2019Q4: 90,000 shares; 2020Q1: 90,000 shares 90,000 $77K 0.04% 0 SSGA ACTIVE ETF TR SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,401 shares; 2019Q1: 1,401 shares; 2019Q2: 1,505 shares; 2019Q3: 1,505 shares; 2019Q4: 1,505 shares; 2020Q1: 1,505 shares 1,505 $77K 0.04% 0 RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,885 shares; 2019Q1: 1,885 shares; 2019Q2: 1,025 shares; 2019Q3: 1,025 shares; 2019Q4: 1,025 shares; 2020Q1: 1,025 shares 1,025 $76K 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 535 shares; 2019Q1: 1,410 shares; 2019Q2: 1,410 shares; 2019Q3: 1,410 shares; 2019Q4: 1,410 shares; 2020Q1: 1,410 shares 1,410 $75K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,867 shares; 2019Q1: 3,352 shares; 2019Q2: 3,352 shares; 2019Q3: 3,352 shares; 2019Q4: 3,226 shares; 2020Q1: 3,104 shares 3,104 $74K 0.04% -122 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,343 shares; 2019Q1: 1,343 shares; 2019Q2: 1,343 shares; 2019Q3: 1,343 shares; 2019Q4: 1,343 shares; 2020Q1: 1,343 shares 1,343 $74K 0.04% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,936 shares; 2019Q1: 3,936 shares; 2019Q2: 1,928 shares; 2019Q3: 1,652 shares; 2019Q4: 1,652 shares; 2020Q1: 1,652 shares 1,652 $74K 0.04% 0 Timeline JPUS 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,414 shares; 2019Q1: 2,390 shares; 2019Q2: 2,038 shares; 2019Q3: 1,993 shares; 2019Q4: 1,993 shares; 2020Q1: 1,226 shares 1,226 $72K 0.04% -767 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,563 shares; 2019Q1: 1,563 shares; 2019Q2: 1,563 shares; 2019Q3: 1,563 shares; 2019Q4: 1,563 shares; 2020Q1: 1,563 shares 1,563 $70K 0.04% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,116 shares; 2019Q1: 2,116 shares; 2019Q2: 2,597 shares; 2019Q3: 2,597 shares; 2019Q4: 2,597 shares; 2020Q1: 2,597 shares 2,597 $70K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,345 shares; 2019Q1: 1,339 shares; 2019Q2: 1,339 shares; 2019Q3: 1,280 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares 1,280 $69K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,280 shares; 2019Q1: 1,280 shares; 2019Q2: 1,280 shares; 2019Q3: 1,280 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares 1,280 $68K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,760 shares; 2019Q1: 1,977 shares; 2019Q2: 1,977 shares; 2019Q3: 1,977 shares; 2019Q4: 2,077 shares; 2020Q1: 1,377 shares 1,377 $67K 0.04% -700 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,163 shares; 2019Q1: 2,808 shares; 2019Q2: 2,099 shares; 2019Q3: 2,099 shares; 2019Q4: 2,099 shares; 2020Q1: 1,668 shares 1,668 $67K 0.04% -431 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,295 shares; 2019Q1: 2,295 shares; 2019Q2: 2,295 shares; 2019Q3: 2,295 shares; 2019Q4: 2,295 shares; 2020Q1: 2,295 shares 2,295 $66K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 824 shares; 2019Q1: 824 shares; 2019Q2: 824 shares; 2019Q3: 824 shares; 2019Q4: 824 shares; 2020Q1: 824 shares 824 $66K 0.04% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,041 shares; 2019Q1: 1,041 shares; 2019Q2: 1,041 shares; 2019Q3: 1,041 shares; 2019Q4: 1,041 shares; 2020Q1: 1,041 shares 1,041 $65K 0.04% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,166 shares; 2019Q1: 914 shares; 2019Q2: 914 shares; 2019Q3: 914 shares; 2019Q4: 914 shares; 2020Q1: 914 shares 914 $64K 0.03% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 528 shares; 2019Q1: 450 shares; 2019Q2: 450 shares; 2019Q3: 450 shares; 2019Q4: 450 shares; 2020Q1: 421 shares 421 $64K 0.03% -29 Timeline SOUTH JERSEY INDUSTRIES INC SOUTH JERSEY INDUSTRIES INC More: the full row for SOUTH JERSEY INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,515 shares; 2019Q1: 2,515 shares; 2019Q2: 2,515 shares; 2019Q3: 2,515 shares; 2019Q4: 2,515 shares; 2020Q1: 2,515 shares 2,515 $63K 0.03% 0 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 522 shares; 2019Q1: 570 shares; 2019Q2: 523 shares; 2019Q3: 523 shares; 2019Q4: 507 shares; 2020Q1: 894 shares 894 $62K 0.03% +387 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 730 shares; 2019Q1: 730 shares; 2019Q2: 730 shares; 2019Q3: 730 shares; 2019Q4: 730 shares; 2020Q1: 721 shares 721 $60K 0.03% -9 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 752 shares; 2019Q1: 752 shares; 2019Q2: 752 shares; 2019Q3: 752 shares; 2019Q4: 752 shares; 2020Q1: 752 shares 752 $60K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 507 shares; 2019Q1: 507 shares; 2019Q2: 507 shares; 2019Q3: 507 shares; 2019Q4: 507 shares; 2020Q1: 507 shares 507 $58K 0.03% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,958 shares; 2019Q1: 7,958 shares; 2019Q2: 7,958 shares; 2019Q3: 7,958 shares; 2019Q4: 3,578 shares; 2020Q1: 3,578 shares 3,578 $58K 0.03% 0 SSGA ACTIVE ETF TR MFS SYS … SSGA ACTIVE ETF TR MFS SYS GWT EQ More: the full row for SSGA ACTIVE ETF TR MFS SYS GWT EQ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 747 shares; 2019Q3: 747 shares; 2019Q4: 747 shares; 2020Q1: 747 shares 747 $58K 0.03% 0 MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 405 shares; 2019Q1: 405 shares; 2019Q2: 405 shares; 2019Q3: 405 shares; 2019Q4: 405 shares; 2020Q1: 405 shares 405 $57K 0.03% 0 Timeline DJD 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,138 shares; 2020Q1: 1,890 shares 1,890 $57K 0.03% +752 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 325 shares; 2019Q1: 325 shares; 2019Q2: 325 shares; 2019Q3: 325 shares; 2019Q4: 325 shares; 2020Q1: 325 shares 325 $54K 0.03% 0 XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 281 shares; 2019Q2: 281 shares; 2019Q3: 724 shares; 2019Q4: 732 shares; 2020Q1: 732 shares 732 $54K 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,063 shares; 2019Q1: 1,063 shares; 2019Q2: 1,063 shares; 2019Q3: 1,063 shares; 2019Q4: 1,063 shares; 2020Q1: 1,063 shares 1,063 $53K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 816 shares; 2019Q1: 816 shares; 2019Q2: 578 shares; 2019Q3: 579 shares; 2019Q4: 580 shares; 2020Q1: 577 shares 577 $52K 0.03% -3 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 184 shares; 2019Q1: 184 shares; 2019Q2: 184 shares; 2019Q3: 270 shares; 2019Q4: 270 shares; 2020Q1: 1,876 shares 1,876 $51K 0.03% +1,606 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 960 shares; 2019Q3: 960 shares; 2019Q4: 960 shares; 2020Q1: 960 shares 960 $51K 0.03% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 454 shares; 2019Q1: 378 shares; 2019Q2: 383 shares; 2019Q3: 387 shares; 2019Q4: 1,043 shares; 2020Q1: 1,043 shares 1,043 $50K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 914 shares; 2019Q1: 914 shares; 2019Q2: 914 shares; 2019Q3: 914 shares; 2019Q4: 914 shares; 2020Q1: 914 shares 914 $50K 0.03% 0 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,200 shares; 2019Q1: 1,867 shares; 2019Q2: 1,867 shares; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 1,867 shares 1,867 $50K 0.03% 0 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 478 shares; 2019Q1: 478 shares; 2019Q2: 478 shares; 2019Q3: 478 shares; 2019Q4: 499 shares; 2020Q1: 490 shares 490 $49K 0.03% -9 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,161 shares; 2019Q1: 1,161 shares; 2019Q2: 1,188 shares; 2019Q3: 1,188 shares; 2019Q4: 1,188 shares; 2020Q1: 1,188 shares 1,188 $49K 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 846 shares; 2019Q1: 846 shares; 2019Q2: 846 shares; 2019Q3: 846 shares; 2019Q4: 846 shares; 2020Q1: 846 shares 846 $47K 0.03% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 273 shares; 2019Q3: 2,148 shares; 2019Q4: 2,114 shares; 2020Q1: 2,161 shares 2,161 $47K 0.03% +47 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,313 shares; 2019Q1: 1,313 shares; 2019Q2: 1,313 shares; 2019Q3: 1,313 shares; 2019Q4: 1,313 shares; 2020Q1: 1,313 shares 1,313 $47K 0.03% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 731 shares; 2019Q1: 703 shares; 2019Q2: 703 shares; 2019Q3: 699 shares; 2019Q4: 689 shares; 2020Q1: 679 shares 679 $47K 0.03% -10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 275 shares; 2019Q1: 275 shares; 2019Q2: 275 shares; 2019Q3: 275 shares; 2019Q4: 275 shares; 2020Q1: 275 shares 275 $46K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 232 shares; 2019Q1: 232 shares; 2019Q2: 232 shares; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 232 shares 232 $46K 0.02% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,512 shares; 2019Q1: 1,512 shares; 2019Q2: 1,512 shares; 2019Q3: 1,512 shares; 2019Q4: 1,512 shares; 2020Q1: 1,512 shares 1,512 $46K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,000 shares; 2019Q1: 3,000 shares; 2019Q2: 3,000 shares; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares 3,000 $45K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 149 shares; 2019Q1: 149 shares; 2019Q2: 149 shares; 2019Q3: 149 shares; 2019Q4: 149 shares; 2020Q1: 149 shares 149 $45K 0.02% 0 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,025 shares; 2019Q1: 1,025 shares; 2019Q2: 1,025 shares; 2019Q3: 1,025 shares; 2019Q4: 1,025 shares; 2020Q1: 1,025 shares 1,025 $45K 0.02% 0 IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 478 shares; 2020Q1: 527 shares 527 $44K 0.02% +49 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,585 shares; 2019Q1: 1,585 shares; 2019Q2: 1,585 shares; 2019Q3: 1,585 shares; 2019Q4: 1,585 shares; 2020Q1: 1,990 shares 1,990 $43K 0.02% +405 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 627 shares; 2019Q1: 619 shares; 2019Q2: 619 shares; 2019Q3: 619 shares; 2019Q4: 619 shares; 2020Q1: 619 shares 619 $42K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 375 shares; 2019Q1: 375 shares; 2019Q2: 1,165 shares; 2019Q3: 1,165 shares; 2019Q4: 1,085 shares; 2020Q1: 1,026 shares 1,026 $42K 0.02% -59 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,059 shares; 2019Q1: 1,059 shares; 2019Q2: 1,059 shares; 2019Q3: 1,059 shares; 2019Q4: 987 shares; 2020Q1: 987 shares 987 $42K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 304 shares; 2019Q1: 304 shares; 2019Q2: 304 shares; 2019Q3: 304 shares; 2019Q4: 304 shares; 2020Q1: 304 shares 304 $41K 0.02% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 566 shares; 2019Q2: 566 shares; 2019Q3: 640 shares; 2019Q4: 963 shares; 2020Q1: 874 shares 874 $41K 0.02% -89 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28 shares; 2019Q1: 28 shares; 2019Q2: 260 shares; 2019Q3: 260 shares; 2019Q4: 260 shares; 2020Q1: 360 shares 360 $40K 0.02% +100 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 175 shares; 2019Q1: 175 shares; 2019Q2: 175 shares; 2019Q3: 175 shares; 2019Q4: 175 shares; 2020Q1: 175 shares 175 $40K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 387 shares; 2019Q1: 387 shares; 2019Q2: 343 shares; 2019Q3: 343 shares; 2019Q4: 343 shares; 2020Q1: 343 shares 343 $39K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 391 shares; 2019Q1: 391 shares; 2019Q2: 391 shares; 2019Q3: 391 shares; 2019Q4: 391 shares; 2020Q1: 391 shares 391 $39K 0.02% 0 Timeline LMBS 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,704 shares; 2019Q1: 3,998 shares; 2019Q2: 763 shares; 2019Q3: 763 shares; 2019Q4: 763 shares; 2020Q1: 763 shares 763 $39K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,045 shares; 2019Q1: 3,045 shares; 2019Q2: 3,045 shares; 2019Q3: 3,045 shares; 2019Q4: 3,045 shares; 2020Q1: 3,045 shares 3,045 $39K 0.02% 0 Timeline RSPN 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 922 shares; 2019Q1: 395 shares; 2019Q2: 395 shares; 2019Q3: 395 shares; 2019Q4: 395 shares; 2020Q1: 395 shares 395 $39K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 786 shares; 2019Q1: 786 shares; 2019Q2: 786 shares; 2019Q3: 648 shares; 2019Q4: 648 shares; 2020Q1: 648 shares 648 $38K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 265 shares; 2019Q1: 265 shares; 2019Q2: 265 shares; 2019Q3: 265 shares; 2019Q4: 265 shares; 2020Q1: 265 shares 265 $37K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,778 shares; 2019Q4: 1,778 shares; 2020Q1: 1,778 shares 1,778 $37K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 825 shares; 2019Q1: 825 shares; 2019Q2: 825 shares; 2019Q3: 675 shares; 2019Q4: 625 shares; 2020Q1: 625 shares 625 $36K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 565 shares; 2019Q1: 565 shares; 2019Q2: 565 shares; 2019Q3: 565 shares; 2019Q4: 565 shares; 2020Q1: 701 shares 701 $36K 0.02% +136 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,017 shares; 2019Q1: 1,009 shares; 2019Q2: 951 shares; 2019Q3: 817 shares; 2019Q4: 817 shares; 2020Q1: 817 shares 817 $35K 0.02% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 314 shares; 2019Q1: 756 shares; 2019Q2: 756 shares; 2019Q3: 756 shares; 2019Q4: 756 shares; 2020Q1: 756 shares 756 $35K 0.02% 0 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,080 shares; 2019Q1: 15,618 shares; 2019Q2: 8,820 shares; 2019Q3: 7,443 shares; 2019Q4: 4,402 shares; 2020Q1: 3,717 shares 3,717 $35K 0.02% -685 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 46 shares; 2019Q1: 227 shares; 2019Q2: 227 shares; 2019Q3: 227 shares; 2019Q4: 290 shares; 2020Q1: 303 shares 303 $34K 0.02% +13 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,590 shares; 2019Q3: 2,590 shares; 2019Q4: 2,590 shares; 2020Q1: 2,590 shares 2,590 $34K 0.02% 0 Timeline RSPF 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,503 shares; 2019Q1: 1,075 shares; 2019Q2: 1,075 shares; 2019Q3: 1,075 shares; 2019Q4: 1,075 shares; 2020Q1: 1,075 shares 1,075 $34K 0.02% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,108 shares; 2019Q1: 2,263 shares; 2019Q2: 1,163 shares; 2019Q3: 864 shares; 2019Q4: 864 shares; 2020Q1: 864 shares 864 $33K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,010 shares; 2019Q1: 1,010 shares; 2019Q2: 1,010 shares; 2019Q3: 950 shares; 2019Q4: 950 shares; 2020Q1: 950 shares 950 $33K 0.02% 0 Timeline FXR 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,815 shares; 2019Q1: 7,758 shares; 2019Q2: 7,097 shares; 2019Q3: 7,097 shares; 2019Q4: 7,097 shares; 2020Q1: 1,074 shares 1,074 $33K 0.02% -6,023 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,558 shares; 2019Q1: 1,387 shares; 2019Q2: 1,387 shares; 2019Q3: 1,387 shares; 2019Q4: 1,387 shares; 2020Q1: 1,387 shares 1,387 $33K 0.02% 0 Timeline CZA 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 602 shares; 2019Q4: 602 shares; 2020Q1: 602 shares 602 $32K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 39 shares; 2019Q1: 917 shares; 2019Q2: 917 shares; 2019Q3: 917 shares; 2019Q4: 917 shares; 2020Q1: 917 shares 917 $31K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 995 shares; 2019Q1: 995 shares; 2019Q2: 995 shares; 2019Q3: 995 shares; 2019Q4: 995 shares; 2020Q1: 995 shares 995 $31K 0.02% 0 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,572 shares; 2019Q1: 2,572 shares; 2019Q2: 2,572 shares; 2019Q3: 2,572 shares; 2019Q4: 2,572 shares; 2020Q1: 2,572 shares 2,572 $31K 0.02% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,000 shares 1,000 $31K 0.02% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,129 shares; 2019Q1: 2,129 shares; 2019Q2: 2,129 shares; 2019Q3: 2,129 shares; 2019Q4: 2,129 shares; 2020Q1: 2,129 shares 2,129 $31K 0.02% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 26 shares; 2019Q1: 26 shares; 2019Q2: 26 shares; 2019Q3: 26 shares; 2019Q4: 26 shares; 2020Q1: 26 shares 26 $30K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,419 shares 1,419 $30K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 249 shares; 2020Q1: 249 shares 249 $30K 0.02% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 843 shares; 2020Q1: 843 shares 843 $30K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 442 shares; 2019Q1: 436 shares; 2019Q2: 436 shares; 2019Q3: 436 shares; 2019Q4: 436 shares; 2020Q1: 436 shares 436 $29K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 234 shares; 2019Q1: 213 shares; 2019Q2: 213 shares; 2019Q3: 213 shares; 2019Q4: 213 shares; 2020Q1: 210 shares 210 $29K 0.02% -3 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,182 shares; 2019Q1: 1,182 shares; 2019Q2: 1,182 shares; 2019Q3: 1,182 shares; 2019Q4: 1,182 shares; 2020Q1: 1,182 shares 1,182 $29K 0.02% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 96,389 shares; 2019Q1: 29,839 shares; 2019Q2: 2,993 shares; 2019Q3: 1,095 shares; 2019Q4: 1,095 shares; 2020Q1: 1,095 shares 1,095 $29K 0.02% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 543 shares; 2020Q1: 627 shares 627 $28K 0.02% +84 Timeline PACWEST BANCORP DEL PACWEST BANCORP DEL More: the full row for PACWEST BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,575 shares; 2019Q1: 1,575 shares; 2019Q2: 1,575 shares; 2019Q3: 1,575 shares; 2019Q4: 1,575 shares; 2020Q1: 1,575 shares 1,575 $28K 0.02% 0 High Yield ETF High Yield ETF More: the full row for High Yield ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,507 shares; 2019Q1: 2,507 shares; 2019Q2: 2,507 shares; 2019Q3: 2,405 shares; 2019Q4: 2,507 shares; 2020Q1: 1,085 shares 1,085 $27K 0.01% -1,422 GXC 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 288 shares; 2019Q1: 288 shares; 2019Q2: 288 shares; 2019Q3: 288 shares; 2019Q4: 288 shares; 2020Q1: 288 shares 288 $26K 0.01% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,123 shares; 2019Q1: 3,123 shares; 2019Q2: 1,823 shares; 2019Q3: 1,823 shares; 2019Q4: 1,823 shares; 2020Q1: 1,823 shares 1,823 $25K 0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 445 shares; 2019Q1: 670 shares; 2019Q2: 670 shares; 2019Q3: 670 shares; 2019Q4: 670 shares; 2020Q1: 984 shares 984 $25K 0.01% +314 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 697 shares; 2019Q1: 697 shares; 2019Q2: 697 shares; 2019Q3: 697 shares; 2019Q4: 697 shares; 2020Q1: 697 shares 697 $25K 0.01% 0 Timeline PYZ 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 615 shares; 2019Q3: 615 shares; 2019Q4: 615 shares; 2020Q1: 615 shares 615 $25K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 480 shares; 2019Q2: 480 shares; 2019Q3: 480 shares; 2019Q4: 480 shares; 2020Q1: 480 shares 480 $24K 0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 409 shares; 2019Q1: 444 shares; 2019Q2: 455 shares; 2019Q3: 799 shares; 2019Q4: 458 shares; 2020Q1: 459 shares 459 $24K 0.01% +1 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,585 shares; 2019Q1: 1,585 shares; 2019Q2: 1,585 shares; 2019Q3: 1,335 shares; 2019Q4: 1,335 shares; 2020Q1: 1,335 shares 1,335 $24K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 236 shares; 2019Q1: 241 shares; 2019Q2: 241 shares; 2019Q3: 241 shares; 2019Q4: 241 shares; 2020Q1: 241 shares 241 $23K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 80 shares; 2019Q1: 80 shares; 2019Q2: 80 shares; 2019Q3: 80 shares; 2019Q4: 80 shares; 2020Q1: 80 shares 80 $23K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,762 shares; 2019Q1: 5,762 shares; 2019Q2: 765 shares; 2019Q3: 765 shares; 2019Q4: 765 shares; 2020Q1: 765 shares 765 $23K 0.01% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19 shares; 2019Q1: 19 shares; 2019Q2: 19 shares; 2019Q3: 19 shares; 2019Q4: 16 shares; 2020Q1: 19 shares 19 $22K 0.01% +3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 36 shares; 2019Q2: 36 shares; 2019Q3: 36 shares; 2019Q4: 36 shares; 2020Q1: 236 shares 236 $22K 0.01% +200 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 200 shares; 2019Q1: 200 shares; 2019Q2: 200 shares; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares 200 $22K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 534 shares; 2019Q1: 543 shares; 2019Q2: 535 shares; 2019Q3: 543 shares; 2019Q4: 552 shares; 2020Q1: 560 shares 560 $22K 0.01% +8 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,868 shares; 2019Q1: 2,064 shares; 2019Q2: 1,170 shares; 2019Q3: 1,170 shares; 2019Q4: 1,170 shares; 2020Q1: 456 shares 456 $22K 0.01% -714 Timeline INVESCO ACTIVELY MANAGED ETF INVESCO ACTIVELY MANAGED ETF More: the full row for INVESCO ACTIVELY MANAGED ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,825 shares; 2019Q3: 1,825 shares; 2019Q4: 1,825 shares; 2020Q1: 1,825 shares 1,825 $22K 0.01% 0 SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 165 shares; 2019Q1: 50 shares; 2019Q2: 50 shares; 2019Q3: 50 shares; 2019Q4: 50 shares; 2020Q1: 50 shares 50 $21K 0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,021 shares; 2019Q1: 1,021 shares; 2019Q2: 1,021 shares; 2019Q3: 1,021 shares; 2019Q4: 1,021 shares; 2020Q1: 1,021 shares 1,021 $21K 0.01% 0 Timeline FXL 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 388 shares; 2019Q1: 388 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 346 shares; 2020Q1: 346 shares 346 $21K 0.01% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 75 shares; 2019Q1: 75 shares; 2019Q2: 75 shares; 2019Q3: 75 shares; 2019Q4: 75 shares; 2020Q1: 300 shares 300 $21K 0.01% +225 WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 450 shares; 2019Q1: 450 shares; 2019Q2: 450 shares; 2019Q3: 450 shares; 2019Q4: 450 shares; 2020Q1: 450 shares 450 $21K 0.01% 0 ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 440 shares; 2019Q1: 440 shares; 2019Q2: 440 shares; 2019Q3: 440 shares; 2019Q4: 440 shares; 2020Q1: 440 shares 440 $21K 0.01% 0 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,167 shares; 2019Q1: 892 shares; 2019Q2: 892 shares; 2019Q3: 892 shares; 2019Q4: 664 shares; 2020Q1: 664 shares 664 $21K 0.01% 0 Timeline WISDOMTREE TR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 477 shares; 2019Q1: 477 shares; 2019Q2: 477 shares; 2019Q3: 477 shares; 2019Q4: 477 shares; 2020Q1: 477 shares 477 $21K 0.01% 0 EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 421 shares; 2019Q1: 421 shares; 2019Q2: 421 shares; 2019Q3: 421 shares; 2019Q4: 421 shares; 2020Q1: 421 shares 421 $20K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 759 shares; 2019Q1: 759 shares; 2019Q2: 759 shares; 2019Q3: 759 shares; 2019Q4: 759 shares; 2020Q1: 759 shares 759 $20K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 268 shares; 2019Q1: 268 shares; 2019Q2: 268 shares; 2019Q3: 278 shares; 2019Q4: 278 shares; 2020Q1: 278 shares 278 $20K 0.01% 0 Timeline BGC PARTNERS INC BGC PARTNERS INC More: the full row for BGC PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,875 shares; 2019Q1: 7,875 shares; 2019Q2: 7,875 shares; 2019Q3: 7,875 shares; 2019Q4: 7,875 shares; 2020Q1: 7,875 shares 7,875 $20K 0.01% 0 GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 706 shares; 2019Q1: 517 shares; 2019Q2: 296 shares; 2019Q3: 296 shares; 2019Q4: 296 shares; 2020Q1: 395 shares 395 $20K 0.01% +99 Timeline CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 786 shares; 2019Q1: 786 shares; 2019Q2: 786 shares; 2019Q3: 611 shares; 2019Q4: 611 shares; 2020Q1: 611 shares 611 $20K 0.01% 0 TEXTAINER GROUP HOLDINGS LTD TEXTAINER GROUP HOLDINGS LTD More: the full row for TEXTAINER GROUP HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,395 shares; 2019Q1: 2,395 shares; 2019Q2: 2,395 shares; 2019Q3: 2,395 shares; 2019Q4: 2,395 shares; 2020Q1: 2,395 shares 2,395 $20K 0.01% 0 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 61 shares; 2019Q1: 61 shares; 2019Q2: 61 shares; 2019Q3: 61 shares; 2019Q4: 61 shares; 2020Q1: 61 shares 61 $19K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 77 shares; 2019Q1: 77 shares; 2019Q2: 77 shares; 2019Q3: 77 shares; 2019Q4: 77 shares; 2020Q1: 77 shares 77 $19K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 540 shares; 2019Q1: 488 shares; 2019Q2: 490 shares; 2019Q3: 491 shares; 2019Q4: 237 shares; 2020Q1: 232 shares 232 $19K 0.01% -5 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,214 shares; 2019Q1: 2,020 shares; 2019Q2: 1,831 shares; 2019Q3: 1,831 shares; 2019Q4: 1,635 shares; 2020Q1: 472 shares 472 $19K 0.01% -1,163 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 490 shares; 2019Q1: 490 shares; 2019Q2: 490 shares; 2019Q3: 490 shares; 2019Q4: 490 shares; 2020Q1: 490 shares 490 $19K 0.01% 0 Timeline GIGB 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 223 shares; 2019Q1: 223 shares; 2019Q2: 369 shares; 2019Q3: 369 shares; 2019Q4: 369 shares; 2020Q1: 369 shares 369 $19K 0.01% 0 Timeline PREFERRED APT CMNTYS INC PREFERRED APT CMNTYS INC More: the full row for PREFERRED APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,700 shares; 2019Q1: 2,700 shares; 2019Q2: 2,700 shares; 2019Q3: 2,700 shares; 2019Q4: 2,700 shares; 2020Q1: 2,700 shares 2,700 $19K 0.01% 0 CORENERGY INFRASTRUCTURE TR CORENERGY INFRASTRUCTURE TR More: the full row for CORENERGY INFRASTRUCTURE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,050 shares; 2019Q1: 1,050 shares; 2019Q2: 1,050 shares; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares 1,050 $19K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 63 shares; 2019Q1: 63 shares; 2019Q2: 63 shares; 2019Q3: 63 shares; 2019Q4: 98 shares; 2020Q1: 95 shares 95 $18K 0.01% -3 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 512 shares; 2019Q1: 512 shares; 2019Q2: 512 shares; 2019Q3: 512 shares; 2019Q4: 512 shares; 2020Q1: 512 shares 512 $18K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 165 shares; 2019Q1: 165 shares; 2019Q2: 165 shares; 2019Q3: 165 shares; 2019Q4: 165 shares; 2020Q1: 165 shares 165 $18K 0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 752 shares; 2019Q4: 752 shares; 2020Q1: 752 shares 752 $18K 0.01% 0 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,440 shares; 2019Q1: 3,440 shares; 2019Q2: 3,440 shares; 2019Q3: 3,440 shares; 2019Q4: 3,440 shares; 2020Q1: 3,440 shares 3,440 $18K 0.01% 0 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 205 shares; 2019Q1: 195 shares; 2019Q2: 195 shares; 2019Q3: 195 shares; 2019Q4: 195 shares; 2020Q1: 189 shares 189 $18K 0.01% -6 FIRST TR EXCHANGE TRADED FD 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,381 shares; 2019Q1: 717 shares; 2019Q2: 717 shares; 2019Q3: 717 shares; 2019Q4: 576 shares; 2020Q1: 576 shares 576 $18K 0.01% 0 SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 45 shares; 2019Q1: 54 shares; 2019Q2: 57 shares; 2019Q3: 843 shares; 2019Q4: 274 shares; 2020Q1: 288 shares 288 $17K 0.01% +14 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,652 shares; 2019Q1: 4,333 shares; 2019Q2: 771 shares; 2019Q3: 771 shares; 2019Q4: 771 shares; 2020Q1: 771 shares 771 $17K 0.01% 0 Timeline XLU 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 265 shares; 2019Q1: 265 shares; 2019Q2: 265 shares; 2019Q3: 265 shares; 2019Q4: 301 shares; 2020Q1: 301 shares 301 $17K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 180 shares; 2019Q1: 135 shares; 2019Q2: 135 shares; 2019Q3: 135 shares; 2019Q4: 135 shares; 2020Q1: 135 shares 135 $17K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 250 shares; 2019Q1: 250 shares; 2019Q2: 250 shares; 2019Q3: 250 shares; 2019Q4: 250 shares; 2020Q1: 250 shares 250 $17K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 680 shares; 2019Q1: 680 shares; 2019Q2: 680 shares; 2019Q3: 680 shares; 2019Q4: 680 shares; 2020Q1: 680 shares 680 $17K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 340 shares; 2019Q1: 340 shares; 2019Q2: 340 shares; 2019Q3: 340 shares; 2019Q4: 340 shares; 2020Q1: 340 shares 340 $17K 0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 376 shares; 2019Q4: 376 shares; 2020Q1: 376 shares 376 $17K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,624 shares; 2019Q1: 1,624 shares; 2019Q2: 916 shares; 2019Q3: 916 shares; 2019Q4: 916 shares; 2020Q1: 916 shares 916 $17K 0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,115 shares; 2019Q1: 1,115 shares; 2019Q2: 1,115 shares; 2019Q3: 1,115 shares; 2019Q4: 1,115 shares; 2020Q1: 1,115 shares 1,115 $17K 0.01% 0 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,147 shares; 2019Q1: 634 shares; 2019Q2: 634 shares; 2019Q3: 634 shares; 2019Q4: 401 shares; 2020Q1: 401 shares 401 $17K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 183 shares; 2019Q1: 183 shares; 2019Q2: 183 shares; 2019Q3: 183 shares; 2019Q4: 183 shares; 2020Q1: 183 shares 183 $16K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 833 shares; 2019Q1: 833 shares; 2019Q2: 833 shares; 2019Q3: 833 shares; 2019Q4: 833 shares; 2020Q1: 833 shares 833 $16K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,435 shares; 2019Q1: 1,222 shares; 2019Q2: 1,222 shares; 2019Q3: 1,222 shares; 2019Q4: 1,222 shares; 2020Q1: 1,222 shares 1,222 $16K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 195 shares; 2019Q1: 195 shares; 2019Q2: 195 shares; 2019Q3: 195 shares; 2019Q4: 195 shares; 2020Q1: 197 shares 197 $16K 0.01% +2 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,036 shares; 2019Q1: 1,036 shares; 2019Q2: 1,036 shares; 2019Q3: 500 shares; 2019Q4: 448 shares; 2020Q1: 427 shares 427 $16K 0.01% -21 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 783 shares; 2019Q1: 783 shares; 2019Q2: 783 shares; 2019Q3: 783 shares; 2019Q4: 783 shares; 2020Q1: 783 shares 783 $16K 0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,653 shares; 2019Q1: 3,653 shares; 2019Q2: 3,653 shares; 2019Q3: 3,653 shares; 2019Q4: 3,653 shares; 2020Q1: 3,653 shares 3,653 $16K 0.01% 0 Timeline GW PHARMACEUTICALS PLC GW PHARMACEUTICALS PLC More: the full row for GW PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 182 shares; 2019Q1: 182 shares; 2019Q2: 182 shares; 2019Q3: 182 shares; 2019Q4: 182 shares; 2020Q1: 182 shares 182 $16K 0.01% 0 ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 263 shares; 2019Q1: 263 shares; 2019Q2: 263 shares; 2019Q3: 263 shares; 2019Q4: 263 shares; 2020Q1: 263 shares 263 $16K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 185 shares; 2019Q1: 185 shares; 2019Q2: 185 shares; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 185 shares 185 $15K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 64 shares 64 $15K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 148 shares; 2019Q1: 181 shares; 2019Q2: 190 shares; 2019Q3: 191 shares; 2019Q4: 192 shares; 2020Q1: 192 shares 192 $15K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 225 shares; 2019Q1: 225 shares; 2019Q2: 225 shares; 2019Q3: 225 shares; 2019Q4: 225 shares; 2020Q1: 225 shares 225 $15K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11 shares; 2019Q1: 8 shares; 2019Q2: 8 shares; 2019Q3: 8 shares; 2019Q4: 8 shares; 2020Q1: 133 shares 133 $15K 0.01% +125 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 276 shares; 2019Q1: 276 shares; 2019Q2: 276 shares; 2019Q3: 276 shares; 2019Q4: 276 shares; 2020Q1: 276 shares 276 $15K 0.01% 0 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 400 shares; 2019Q1: 400 shares; 2019Q2: 400 shares; 2019Q3: 400 shares; 2019Q4: 400 shares; 2020Q1: 400 shares 400 $15K 0.01% 0 RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,207 shares; 2019Q1: 1,530 shares; 2019Q2: 1,387 shares; 2019Q3: 415 shares; 2019Q4: 499 shares; 2020Q1: 415 shares 415 $15K 0.01% -84 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 245 shares 245 $14K 0.01% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 628 shares; 2019Q1: 628 shares; 2019Q2: 295 shares; 2019Q3: 319 shares; 2019Q4: 319 shares; 2020Q1: 349 shares 349 $14K 0.01% +30 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 65 shares; 2019Q1: 195 shares; 2019Q2: 195 shares; 2019Q3: 195 shares; 2019Q4: 195 shares; 2020Q1: 195 shares 195 $14K 0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 704 shares; 2019Q1: 704 shares; 2019Q2: 704 shares; 2019Q3: 704 shares; 2019Q4: 704 shares; 2020Q1: 704 shares 704 $14K 0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 168 shares; 2019Q1: 168 shares; 2019Q2: 193 shares; 2019Q3: 193 shares; 2019Q4: 193 shares; 2020Q1: 158 shares 158 $14K 0.01% -35 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 762 shares; 2019Q4: 222 shares; 2020Q1: 222 shares 222 $13K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 208 shares; 2019Q1: 253 shares; 2019Q2: 267 shares; 2019Q3: 269 shares; 2019Q4: 270 shares; 2020Q1: 299 shares 299 $13K 0.01% +29 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 20 shares; 2019Q4: 538 shares; 2020Q1: 538 shares 538 $13K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 686 shares; 2019Q1: 686 shares; 2019Q2: 686 shares; 2019Q3: 686 shares; 2019Q4: 686 shares; 2020Q1: 686 shares 686 $13K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 238 shares; 2019Q1: 238 shares; 2019Q2: 238 shares; 2019Q3: 238 shares; 2019Q4: 238 shares; 2020Q1: 238 shares 238 $13K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 200 shares; 2019Q2: 200 shares; 2019Q3: 150 shares; 2019Q4: 150 shares; 2020Q1: 125 shares 125 $13K 0.01% -25 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,200 shares; 2019Q1: 1,200 shares; 2019Q2: 1,200 shares; 2019Q3: 1,200 shares; 2019Q4: 800 shares; 2020Q1: 800 shares 800 $13K 0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 126 shares; 2019Q1: 126 shares; 2019Q2: 127 shares; 2019Q3: 127 shares; 2019Q4: 128 shares; 2020Q1: 126 shares 126 $13K 0.01% -2 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 217 shares; 2019Q1: 264 shares; 2019Q2: 277 shares; 2019Q3: 281 shares; 2019Q4: 284 shares; 2020Q1: 287 shares 287 $13K 0.01% +3 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 300 shares; 2019Q1: 300 shares; 2019Q2: 300 shares; 2019Q3: 300 shares; 2019Q4: 300 shares; 2020Q1: 300 shares 300 $13K 0.01% 0 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 150 shares; 2019Q4: 150 shares; 2020Q1: 150 shares 150 $13K 0.01% 0 WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 595 shares; 2019Q1: 595 shares; 2019Q2: 357 shares; 2019Q3: 266 shares; 2019Q4: 266 shares; 2020Q1: 266 shares 266 $13K 0.01% 0 Timeline GRACE W R & CO DEL NEW COM GRACE W R & CO DEL NEW COM More: the full row for GRACE W R & CO DEL NEW COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 375 shares; 2019Q1: 375 shares; 2019Q2: 375 shares; 2019Q3: 375 shares; 2019Q4: 375 shares; 2020Q1: 375 shares 375 $13K 0.01% 0 FIRST TR BICK INDEX FD FIRST TR BICK INDEX FD More: the full row for FIRST TR BICK INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,841 shares; 2019Q1: 1,022 shares; 2019Q2: 1,022 shares; 2019Q3: 1,022 shares; 2019Q4: 648 shares; 2020Q1: 648 shares 648 $13K 0.01% 0 SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 492 shares; 2019Q1: 492 shares; 2019Q2: 492 shares; 2019Q3: 492 shares; 2019Q4: 492 shares; 2020Q1: 492 shares 492 $12K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 286 shares; 2019Q1: 286 shares; 2019Q2: 286 shares; 2019Q3: 286 shares; 2019Q4: 289 shares; 2020Q1: 290 shares 290 $12K 0.01% +1 Timeline SPHD 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 735 shares; 2019Q1: 735 shares; 2019Q2: 537 shares; 2019Q3: 537 shares; 2019Q4: 700 shares; 2020Q1: 390 shares 390 $12K 0.01% -310 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 272 shares; 2019Q1: 272 shares; 2019Q2: 272 shares; 2019Q3: 272 shares; 2019Q4: 272 shares; 2020Q1: 272 shares 272 $12K 0.01% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 632 shares; 2019Q1: 632 shares; 2019Q2: 632 shares; 2019Q3: 632 shares; 2019Q4: 632 shares; 2020Q1: 448 shares 448 $12K 0.01% -184 Timeline PFIG 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,053 shares; 2019Q1: 1,053 shares; 2019Q2: 1,053 shares; 2019Q3: 939 shares; 2019Q4: 939 shares; 2020Q1: 476 shares 476 $12K 0.01% -463 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 543 shares; 2019Q1: 543 shares; 2019Q2: 370 shares; 2019Q3: 370 shares; 2019Q4: 370 shares; 2020Q1: 370 shares 370 $12K 0.01% 0 DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 130 shares; 2019Q1: 130 shares; 2019Q2: 130 shares; 2019Q3: 130 shares; 2019Q4: 130 shares; 2020Q1: 130 shares 130 $11K 0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 133 shares; 2019Q1: 160 shares; 2019Q2: 168 shares; 2019Q3: 615 shares; 2019Q4: 323 shares; 2020Q1: 340 shares 340 $11K 0.01% +17 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 301 shares; 2019Q1: 53 shares; 2019Q2: 53 shares; 2019Q3: 53 shares; 2019Q4: 53 shares; 2020Q1: 53 shares 53 $11K 0.01% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,270 shares; 2019Q1: 1,370 shares; 2019Q2: 1,370 shares; 2019Q3: 1,370 shares; 2019Q4: 1,520 shares; 2020Q1: 1,370 shares 1,370 $11K 0.01% -150 ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,631 shares; 2019Q1: 1,713 shares; 2019Q2: 1,799 shares; 2019Q3: 1,887 shares; 2019Q4: 1,962 shares; 2020Q1: 2,116 shares 2,116 $11K 0.01% +154 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,143 shares; 2019Q1: 1,143 shares; 2019Q2: 1,143 shares; 2019Q3: 2,143 shares; 2019Q4: 2,143 shares; 2020Q1: 2,143 shares 2,143 $11K 0.01% 0 MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,050 shares; 2019Q1: 1,050 shares; 2019Q2: 1,050 shares; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares 1,050 $11K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 198 shares; 2020Q1: 198 shares 198 $11K 0.01% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 720 shares; 2019Q1: 720 shares; 2019Q2: 720 shares; 2019Q3: 284 shares; 2019Q4: 284 shares; 2020Q1: 284 shares 284 $11K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 159 shares; 2019Q1: 159 shares; 2019Q2: 159 shares; 2019Q3: 159 shares; 2019Q4: 130 shares; 2020Q1: 130 shares 130 $10K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 355 shares; 2019Q1: 355 shares; 2019Q2: 355 shares; 2019Q3: 355 shares; 2019Q4: 355 shares; 2020Q1: 312 shares 312 $10K 0.01% -43 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 109 shares; 2019Q2: 109 shares; 2019Q3: 194 shares; 2019Q4: 194 shares; 2020Q1: 522 shares 522 $10K 0.01% +328 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 80 shares; 2019Q1: 80 shares; 2019Q2: 80 shares; 2019Q3: 80 shares; 2019Q4: 80 shares; 2020Q1: 80 shares 80 $10K 0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 68 shares; 2019Q1: 68 shares; 2019Q2: 68 shares; 2019Q3: 68 shares; 2019Q4: 68 shares; 2020Q1: 68 shares 68 $10K 0.01% 0 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6 shares; 2019Q1: 6 shares; 2019Q2: 6 shares; 2019Q3: 6 shares; 2019Q4: 6 shares; 2020Q1: 6 shares 6 $10K 0.01% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 275 shares; 2019Q1: 275 shares; 2019Q2: 275 shares; 2019Q3: 275 shares; 2019Q4: 275 shares; 2020Q1: 275 shares 275 $10K 0.01% 0 NURE NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 456 shares; 2019Q1: 456 shares; 2019Q2: 456 shares; 2019Q3: 456 shares; 2019Q4: 456 shares; 2020Q1: 456 shares 456 $10K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 52 shares; 2019Q1: 52 shares; 2019Q2: 52 shares; 2019Q3: 52 shares; 2019Q4: 52 shares; 2020Q1: 52 shares 52 $9K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 90 shares; 2019Q1: 90 shares; 2019Q2: 90 shares; 2019Q3: 90 shares; 2019Q4: 90 shares; 2020Q1: 90 shares 90 $9K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 334 shares; 2019Q1: 357 shares; 2019Q2: 334 shares; 2019Q3: 334 shares; 2019Q4: 334 shares; 2020Q1: 334 shares 334 $9K <0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 150 shares 150 $9K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 261 shares; 2019Q3: 261 shares; 2019Q4: 261 shares; 2020Q1: 261 shares 261 $9K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 27 shares; 2019Q1: 27 shares; 2019Q2: 27 shares; 2019Q3: 27 shares; 2019Q4: 27 shares; 2020Q1: 27 shares 27 $8K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 92 shares; 2019Q1: 92 shares; 2019Q2: 57 shares; 2019Q3: 57 shares; 2019Q4: 57 shares; 2020Q1: 57 shares 57 $8K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 160 shares; 2019Q1: 160 shares; 2019Q2: 160 shares; 2019Q3: 160 shares; 2019Q4: 160 shares; 2020Q1: 160 shares 160 $8K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 239 shares; 2019Q1: 239 shares; 2019Q2: 239 shares; 2019Q3: 304 shares; 2019Q4: 304 shares; 2020Q1: 239 shares 239 $8K <0.01% -65 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 172 shares; 2019Q1: 172 shares; 2019Q2: 172 shares; 2019Q3: 172 shares; 2019Q4: 172 shares; 2020Q1: 172 shares 172 $8K <0.01% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,000 shares; 2019Q1: 2,000 shares; 2019Q2: 2,000 shares; 2019Q3: 2,000 shares; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares 1,000 $8K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 26 shares; 2019Q2: 340 shares; 2019Q3: 340 shares; 2019Q4: 340 shares; 2020Q1: 340 shares 340 $8K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 892 shares; 2019Q1: 970 shares; 2019Q2: 190 shares; 2019Q3: 351 shares; 2019Q4: 190 shares; 2020Q1: 232 shares 232 $8K <0.01% +42 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 355 shares; 2019Q2: 355 shares; 2019Q3: 355 shares; 2019Q4: 355 shares; 2020Q1: 355 shares 355 $8K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 172 shares; 2019Q1: 172 shares; 2019Q2: 172 shares; 2019Q3: 172 shares; 2019Q4: 172 shares; 2020Q1: 172 shares 172 $7K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 98 shares; 2019Q1: 98 shares; 2019Q2: 98 shares; 2019Q3: 98 shares; 2019Q4: 98 shares; 2020Q1: 98 shares 98 $7K <0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 71 shares; 2019Q1: 71 shares; 2019Q2: 71 shares; 2019Q3: 71 shares; 2019Q4: 71 shares; 2020Q1: 71 shares 71 $7K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 28 shares; 2020Q1: 28 shares 28 $7K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 43 shares; 2019Q1: 43 shares; 2019Q2: 43 shares; 2019Q3: 43 shares; 2019Q4: 43 shares; 2020Q1: 43 shares 43 $7K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 58 shares; 2019Q1: 58 shares; 2019Q2: 58 shares; 2019Q3: 58 shares; 2019Q4: 58 shares; 2020Q1: 58 shares 58 $7K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 246 shares; 2019Q1: 246 shares; 2019Q2: 246 shares; 2019Q3: 246 shares; 2019Q4: 246 shares; 2020Q1: 246 shares 246 $7K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 240 shares; 2019Q3: 240 shares; 2019Q4: 240 shares; 2020Q1: 240 shares 240 $7K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 200 shares; 2019Q1: 200 shares; 2019Q2: 200 shares; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares 200 $7K <0.01% 0 Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 400 shares; 2019Q1: 400 shares; 2019Q2: 400 shares; 2019Q3: 400 shares; 2019Q4: 400 shares; 2020Q1: 400 shares 400 $7K <0.01% 0 Timeline HEALTHCARE HEALTHCARE More: the full row for HEALTHCARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 273 shares; 2019Q1: 273 shares; 2019Q2: 273 shares; 2019Q3: 273 shares; 2019Q4: 273 shares; 2020Q1: 273 shares 273 $7K <0.01% 0 BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4 shares; 2019Q1: 4 shares; 2019Q2: 4 shares; 2019Q3: 4 shares; 2019Q4: 16 shares; 2020Q1: 16 shares 16 $7K <0.01% 0 IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 593 shares; 2019Q1: 593 shares; 2019Q2: 362 shares; 2019Q3: 362 shares; 2019Q4: 362 shares; 2020Q1: 362 shares 362 $7K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 835 shares; 2019Q1: 998 shares; 2019Q2: 998 shares; 2019Q3: 763 shares; 2019Q4: 340 shares; 2020Q1: 258 shares 258 $6K <0.01% -82 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 494 shares; 2019Q1: 494 shares; 2019Q2: 494 shares; 2019Q3: 494 shares; 2019Q4: 494 shares; 2020Q1: 494 shares 494 $6K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 578 shares; 2019Q1: 303 shares; 2019Q2: 303 shares; 2019Q3: 303 shares; 2019Q4: 303 shares; 2020Q1: 303 shares 303 $6K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 37 shares; 2019Q1: 42 shares; 2019Q2: 42 shares; 2019Q3: 42 shares; 2019Q4: 42 shares; 2020Q1: 42 shares 42 $6K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 724 shares; 2019Q1: 717 shares; 2019Q2: 717 shares; 2019Q3: 717 shares; 2019Q4: 717 shares; 2020Q1: 110 shares 110 $6K <0.01% -607 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 261 shares; 2019Q3: 261 shares; 2019Q4: 261 shares; 2020Q1: 261 shares 261 $6K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 40 shares; 2019Q1: 40 shares; 2019Q2: 40 shares; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 40 shares 40 $6K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 62 shares; 2019Q1: 62 shares; 2019Q2: 62 shares; 2019Q3: 62 shares; 2019Q4: 62 shares; 2020Q1: 62 shares 62 $6K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 162 shares; 2019Q1: 122 shares; 2019Q2: 122 shares; 2019Q3: 122 shares; 2019Q4: 122 shares; 2020Q1: 122 shares 122 $6K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 49 shares; 2019Q1: 49 shares; 2019Q2: 49 shares; 2019Q3: 49 shares; 2019Q4: 49 shares; 2020Q1: 49 shares 49 $6K <0.01% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 800 shares; 2019Q1: 800 shares; 2019Q2: 800 shares; 2019Q3: 800 shares; 2019Q4: 800 shares; 2020Q1: 1,800 shares 1,800 $6K <0.01% +1,000 SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 67 shares; 2019Q1: 67 shares; 2019Q2: 67 shares; 2019Q3: 58 shares; 2019Q4: 58 shares; 2020Q1: 58 shares 58 $6K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 70 shares; 2019Q1: 70 shares; 2019Q2: 70 shares; 2019Q3: 70 shares; 2019Q4: 70 shares; 2020Q1: 70 shares 70 $6K <0.01% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 408 shares; 2019Q1: 408 shares; 2019Q2: 408 shares; 2019Q3: 33 shares; 2019Q4: 33 shares; 2020Q1: 33 shares 33 $6K <0.01% 0 ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,759 shares; 2019Q1: 2,575 shares; 2019Q2: 1,724 shares; 2019Q3: 1,724 shares; 2019Q4: 1,724 shares; 2020Q1: 1,724 shares 1,724 $6K <0.01% 0 BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 108 shares; 2019Q1: 108 shares; 2019Q2: 108 shares; 2019Q3: 108 shares; 2019Q4: 164 shares; 2020Q1: 164 shares 164 $6K <0.01% 0 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 138 shares; 2019Q1: 138 shares; 2019Q2: 138 shares; 2019Q3: 285 shares; 2019Q4: 285 shares; 2020Q1: 285 shares 285 $6K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 22 shares; 2019Q1: 22 shares; 2019Q2: 22 shares; 2019Q3: 22 shares; 2019Q4: 22 shares; 2020Q1: 22 shares 22 $5K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 40 shares; 2019Q1: 40 shares; 2019Q2: 40 shares; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 40 shares 40 $5K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 610 shares; 2019Q1: 605 shares; 2019Q2: 605 shares; 2019Q3: 455 shares; 2019Q4: 155 shares; 2020Q1: 155 shares 155 $5K <0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 112 shares; 2019Q2: 134 shares; 2019Q3: 134 shares; 2019Q4: 134 shares; 2020Q1: 134 shares 134 $5K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 141 shares; 2019Q1: 141 shares; 2019Q2: 141 shares; 2019Q3: 141 shares; 2019Q4: 141 shares; 2020Q1: 141 shares 141 $5K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35 shares; 2019Q1: 35 shares; 2019Q2: 35 shares; 2019Q3: 35 shares; 2019Q4: 35 shares; 2020Q1: 35 shares 35 $5K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 88 shares; 2019Q1: 88 shares; 2019Q2: 88 shares; 2019Q3: 88 shares; 2019Q4: 88 shares; 2020Q1: 88 shares 88 $5K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 550 shares; 2019Q4: 550 shares; 2020Q1: 550 shares 550 $5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 61 shares; 2019Q1: 61 shares; 2019Q2: 61 shares; 2019Q3: 61 shares; 2019Q4: 61 shares; 2020Q1: 61 shares 61 $5K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 38 shares; 2019Q1: 38 shares; 2019Q2: 38 shares; 2019Q3: 38 shares; 2019Q4: 38 shares; 2020Q1: 38 shares 38 $5K <0.01% 0 Timeline BKLN 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,778 shares; 2019Q1: 1,778 shares; 2019Q2: 246 shares; 2019Q3: 246 shares; 2019Q4: 230 shares; 2020Q1: 230 shares 230 $5K <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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 418 shares; 2019Q1: 418 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 53 shares 53 $5K <0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 99 shares; 2019Q1: 91 shares; 2019Q2: 91 shares; 2019Q3: 91 shares; 2019Q4: 91 shares; 2020Q1: 91 shares 91 $5K <0.01% 0 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,000 shares; 2019Q1: 2,000 shares; 2019Q2: 2,000 shares; 2019Q3: 2,000 shares; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares 1,000 $5K <0.01% 0 FXZ 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 320 shares; 2019Q2: 418 shares; 2019Q3: 418 shares; 2019Q4: 418 shares; 2020Q1: 197 shares 197 $5K <0.01% -221 Timeline EXICURE INC EXICURE INC More: the full row for EXICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,246 shares 3,246 $5K <0.01% new AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 32 shares; 2019Q1: 32 shares; 2019Q2: 32 shares; 2019Q3: 32 shares; 2019Q4: 22 shares; 2020Q1: 22 shares 22 $4K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 49 shares; 2019Q1: 274 shares; 2019Q2: 42 shares; 2019Q3: 42 shares; 2019Q4: 42 shares; 2020Q1: 60 shares 60 $4K <0.01% +18 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 49 shares; 2019Q1: 49 shares; 2019Q2: 49 shares; 2019Q3: 49 shares; 2019Q4: 49 shares; 2020Q1: 49 shares 49 $4K <0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 53 shares; 2019Q1: 47 shares; 2019Q2: 47 shares; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 47 shares 47 $4K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10 shares; 2019Q1: 10 shares; 2019Q2: 10 shares; 2019Q3: 10 shares; 2019Q4: 10 shares; 2020Q1: 10 shares 10 $4K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 23 shares; 2019Q1: 23 shares; 2019Q2: 23 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 26 shares 26 $4K <0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 78 shares; 2019Q1: 78 shares; 2019Q2: 78 shares; 2019Q3: 78 shares; 2019Q4: 78 shares; 2020Q1: 78 shares 78 $4K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 21 shares; 2020Q1: 21 shares 21 $4K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 920 shares; 2019Q1: 920 shares; 2019Q2: 920 shares; 2019Q3: 920 shares; 2019Q4: 920 shares; 2020Q1: 920 shares 920 $4K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 40 shares; 2020Q1: 40 shares 40 $4K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 24 shares; 2019Q1: 24 shares; 2019Q2: 24 shares; 2019Q3: 24 shares; 2019Q4: 24 shares; 2020Q1: 24 shares 24 $4K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 143 shares; 2019Q1: 143 shares; 2019Q2: 143 shares; 2019Q3: 143 shares; 2019Q4: 143 shares; 2020Q1: 143 shares 143 $4K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 30 shares; 2019Q1: 30 shares; 2019Q2: 30 shares; 2019Q3: 30 shares; 2019Q4: 30 shares; 2020Q1: 30 shares 30 $4K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 55 shares; 2019Q1: 55 shares; 2019Q2: 55 shares; 2019Q3: 55 shares; 2019Q4: 55 shares; 2020Q1: 55 shares 55 $4K <0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 101 shares 101 $4K <0.01% new Timeline EWX 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 145 shares; 2019Q1: 61 shares; 2019Q2: 61 shares; 2019Q3: 61 shares; 2019Q4: 61 shares; 2020Q1: 111 shares 111 $4K <0.01% +50 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 45 shares; 2019Q1: 45 shares; 2019Q2: 95 shares; 2019Q3: 190 shares; 2019Q4: 190 shares; 2020Q1: 147 shares 147 $4K <0.01% -43 Timeline PKB 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 194 shares; 2019Q1: 194 shares; 2019Q2: 194 shares; 2019Q3: 194 shares; 2019Q4: 194 shares; 2020Q1: 194 shares 194 $4K <0.01% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 63 shares; 2019Q1: 63 shares; 2019Q2: 63 shares; 2019Q3: 63 shares; 2019Q4: 63 shares; 2020Q1: 63 shares 63 $4K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 125 shares; 2019Q2: 125 shares; 2019Q3: 125 shares; 2019Q4: 125 shares; 2020Q1: 125 shares 125 $3K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 74 shares; 2019Q1: 74 shares; 2019Q2: 74 shares; 2019Q3: 74 shares; 2019Q4: 95 shares; 2020Q1: 68 shares 68 $3K <0.01% -27 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,486 shares; 2019Q1: 273 shares; 2019Q2: 100 shares; 2019Q3: 23 shares; 2019Q4: 23 shares; 2020Q1: 23 shares 23 $3K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 0 shares; 2019Q1: 0 shares; 2019Q2: 0 shares; 2019Q3: 0 shares; 2019Q4: 0 shares; 2020Q1: 52 shares 52 $3K <0.01% +52 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 16 shares; 2019Q1: 16 shares; 2019Q2: 16 shares; 2019Q3: 16 shares; 2019Q4: 16 shares; 2020Q1: 16 shares 16 $3K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 50 shares; 2019Q1: 50 shares; 2019Q2: 50 shares; 2019Q3: 50 shares; 2019Q4: 50 shares; 2020Q1: 50 shares 50 $3K <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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 55 shares; 2019Q1: 55 shares; 2019Q2: 55 shares; 2019Q3: 55 shares; 2019Q4: 55 shares; 2020Q1: 55 shares 55 $3K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 176 shares; 2019Q1: 82 shares; 2019Q2: 82 shares; 2019Q3: 82 shares; 2019Q4: 82 shares; 2020Q1: 82 shares 82 $3K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35 shares; 2019Q1: 35 shares; 2019Q2: 35 shares; 2019Q3: 35 shares; 2019Q4: 35 shares; 2020Q1: 35 shares 35 $3K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 25 shares; 2019Q1: 25 shares; 2019Q2: 25 shares; 2019Q3: 25 shares; 2019Q4: 25 shares; 2020Q1: 25 shares 25 $3K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 42 shares; 2019Q1: 42 shares; 2019Q2: 84 shares; 2019Q3: 84 shares; 2019Q4: 84 shares; 2020Q1: 84 shares 84 $3K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 86 shares; 2019Q2: 86 shares; 2019Q3: 86 shares; 2019Q4: 86 shares; 2020Q1: 86 shares 86 $3K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11 shares; 2019Q1: 11 shares; 2019Q2: 11 shares; 2019Q3: 11 shares; 2019Q4: 11 shares; 2020Q1: 11 shares 11 $3K <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 742 shares; 2019Q1: 581 shares; 2019Q2: 129 shares; 2019Q3: 129 shares; 2019Q4: 129 shares; 2020Q1: 129 shares 129 $3K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 43 shares; 2019Q1: 43 shares; 2019Q2: 43 shares; 2019Q3: 43 shares; 2019Q4: 43 shares; 2020Q1: 43 shares 43 $3K <0.01% 0 Timeline BAB 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 110 shares; 2019Q1: 110 shares; 2019Q2: 110 shares; 2019Q3: 110 shares; 2019Q4: 110 shares; 2020Q1: 110 shares 110 $3K <0.01% 0 Timeline NEW AMERICA HIGH INCOME FUN… NEW AMERICA HIGH INCOME FUND I More: the full row for NEW AMERICA HIGH INCOME FUND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 477 shares; 2019Q4: 477 shares; 2020Q1: 477 shares 477 $3K <0.01% 0 CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 185 shares; 2019Q1: 185 shares; 2019Q2: 185 shares; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 185 shares 185 $3K <0.01% 0 ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 89 shares 89 $3K <0.01% new Timeline CVV CVD EQUIP CORP More: the full row for CVD EQUIP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,250 shares; 2019Q1: 1,250 shares; 2019Q2: 1,250 shares; 2019Q3: 1,250 shares; 2019Q4: 1,250 shares; 2020Q1: 1,250 shares 1,250 $3K <0.01% 0 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 77 shares 77 $3K <0.01% new