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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 336,944 shares; 2019Q3: 861,344 shares; 2019Q4: 858,333 shares; 2020Q1: 845,892 shares; 2020Q2: 1,198,132 shares; 2020Q3: 1,001,574 shares 1,001,574 $117M 7.77% -196,558 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 359,525 shares; 2019Q3: 448,381 shares; 2019Q4: 456,979 shares; 2020Q1: 364,118 shares; 2020Q2: 623,819 shares; 2020Q3: 559,332 shares 559,332 $82.2M 5.46% -64,487 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 670,455 shares; 2020Q3: 1,253,363 shares 1,253,363 $76.2M 5.06% +582,908 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 422,740 shares; 2019Q4: 658,433 shares; 2020Q1: 919,467 shares; 2020Q2: 1,282,351 shares; 2020Q3: 1,329,854 shares 1,329,854 $71.3M 4.74% +47,503 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,634,309 shares; 2019Q3: 1,025,183 shares; 2019Q4: 661,972 shares; 2020Q1: 447,372 shares; 2020Q2: 356,475 shares; 2020Q3: 533,474 shares 533,474 $65M 4.32% +176,999 Timeline XLC 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 513,273 shares; 2019Q3: 1,030,610 shares; 2019Q4: 1,035,187 shares; 2020Q1: 1,144,972 shares; 2020Q2: 1,138,353 shares; 2020Q3: 1,052,253 shares 1,052,253 $62.5M 4.15% -86,100 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,361,781 shares; 2020Q3: 1,204,108 shares 1,204,108 $61.2M 4.07% -157,673 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 426,406 shares; 2019Q3: 398,198 shares; 2019Q4: 387,741 shares; 2020Q1: 321,665 shares; 2020Q2: 220,083 shares; 2020Q3: 189,101 shares 189,101 $56.9M 3.78% -30,982 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 480,916 shares; 2019Q3: 474,339 shares; 2019Q4: 589,972 shares; 2020Q1: 880,660 shares; 2020Q2: 496,998 shares; 2020Q3: 502,181 shares 502,181 $53M 3.52% +5,183 Timeline WORLD GOLD TR SPDR LNG DLR … WORLD GOLD TR SPDR LNG DLR GLD More: the full row for WORLD GOLD TR SPDR LNG DLR GLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,772,444 shares; 2020Q3: 2,793,331 shares 2,793,331 $52.5M 3.49% +20,887 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 893,486 shares; 2019Q3: 1,188,463 shares; 2019Q4: 514,382 shares; 2020Q1: 720,630 shares; 2020Q2: 708,926 shares; 2020Q3: 710,461 shares 710,461 $45.5M 3.03% +1,535 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 214,577 shares; 2019Q3: 200,321 shares; 2019Q4: 517,061 shares; 2020Q1: 234,785 shares; 2020Q2: 400,251 shares; 2020Q3: 550,448 shares 550,448 $42.4M 2.82% +150,197 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 527,668 shares; 2019Q3: 525,458 shares; 2019Q4: 527,559 shares; 2020Q1: 544,258 shares; 2020Q2: 549,453 shares; 2020Q3: 562,015 shares 562,015 $33.2M 2.21% +12,562 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 18,164 shares; 2019Q4: 11,428 shares; 2020Q1: 14,793 shares; 2020Q2: 246,303 shares; 2020Q3: 655,789 shares 655,789 $33M 2.2% +409,486 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,567,875 shares; 2019Q3: 1,557,368 shares; 2019Q4: 1,188,919 shares; 2020Q1: 855,108 shares; 2020Q2: 847,579 shares; 2020Q3: 826,251 shares 826,251 $31.3M 2.08% -21,328 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 182,461 shares; 2019Q3: 172,309 shares; 2019Q4: 168,001 shares; 2020Q1: 161,532 shares; 2020Q2: 150,112 shares; 2020Q3: 149,272 shares 149,272 $30.5M 2.02% -840 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 11,351 shares; 2019Q3: 403,900 shares; 2019Q4: 396,528 shares; 2020Q1: 721,501 shares; 2020Q2: 721,962 shares; 2020Q3: 722,383 shares 722,383 $29.7M 1.97% +421 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,126,658 shares; 2019Q3: 3,057,539 shares; 2019Q4: 3,398,008 shares; 2020Q1: 681,908 shares; 2020Q2: 1,149,590 shares; 2020Q3: 1,210,387 shares 1,210,387 $29.1M 1.94% +60,797 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 766,531 shares; 2019Q3: 1,598,137 shares; 2019Q4: 1,619,538 shares; 2020Q1: 737,683 shares; 2020Q2: 744,013 shares; 2020Q3: 773,113 shares 773,113 $28.4M 1.89% +29,100 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 917,748 shares; 2020Q1: not reported; 2020Q2: 954,640 shares; 2020Q3: 959,332 shares 959,332 $27.9M 1.86% +4,692 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 324,206 shares; 2019Q3: 318,904 shares; 2019Q4: 320,732 shares; 2020Q1: 225,913 shares; 2020Q2: 164,189 shares; 2020Q3: 166,954 shares 166,954 $27.3M 1.81% +2,765 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 418,957 shares; 2020Q2: 436,042 shares; 2020Q3: 456,114 shares 456,114 $25.4M 1.69% +20,072 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 810 shares; 2020Q1: not reported; 2020Q2: 77,657 shares; 2020Q3: 77,870 shares 77,870 $23.7M 1.58% +213 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 248,496 shares; 2019Q3: 246,998 shares; 2019Q4: 255,358 shares; 2020Q1: 256,288 shares; 2020Q2: 258,173 shares; 2020Q3: 276,656 shares 276,656 $22.3M 1.48% +18,483 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 71,119 shares; 2020Q3: 72,186 shares 72,186 $21.6M 1.44% +1,067 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,914 shares; 2020Q1: 2,537 shares; 2020Q2: 118,881 shares; 2020Q3: 124,779 shares 124,779 $20.2M 1.34% +5,898 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 30,386 shares; 2019Q3: 304,455 shares; 2019Q4: 310,947 shares; 2020Q1: 308,303 shares; 2020Q2: 312,339 shares; 2020Q3: 317,594 shares 317,594 $19.6M 1.3% +5,255 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 13,984 shares; 2019Q3: 13,984 shares; 2019Q4: 13,984 shares; 2020Q1: 13,984 shares; 2020Q2: 14,018 shares; 2020Q3: 473,321 shares 473,321 $19.2M 1.28% +459,303 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 74,421 shares; 2019Q3: 70,292 shares; 2019Q4: 70,024 shares; 2020Q1: 63,486 shares; 2020Q2: 59,837 shares; 2020Q3: 56,849 shares 56,849 $19.1M 1.27% -2,988 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,447,460 shares; 2019Q3: 1,427,737 shares; 2019Q4: 1,435,444 shares; 2020Q1: 102,808 shares; 2020Q2: 868,417 shares; 2020Q3: 875,243 shares 875,243 $14.8M 0.98% +6,826 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 650,698 shares; 2019Q3: 19,134 shares; 2019Q4: 17,531 shares; 2020Q1: 20,932 shares; 2020Q2: 19,909 shares; 2020Q3: 265,874 shares 265,874 $14M 0.93% +245,965 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 246,342 shares; 2019Q3: 242,608 shares; 2019Q4: 240,940 shares; 2020Q1: 6,264 shares; 2020Q2: 5,459 shares; 2020Q3: 218,482 shares 218,482 $13.9M 0.92% +213,023 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372,455 shares; 2020Q3: 378,125 shares 378,125 $12.8M 0.85% +5,670 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 136,540 shares; 2019Q3: 137,598 shares; 2019Q4: 159,734 shares; 2020Q1: 164,662 shares; 2020Q2: 176,926 shares; 2020Q3: 223,470 shares 223,470 $12.5M 0.83% +46,544 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 276,412 shares; 2019Q3: 8,483 shares; 2019Q4: 310,991 shares; 2020Q1: not reported; 2020Q2: 332,731 shares; 2020Q3: 355,644 shares 355,644 $10.7M 0.71% +22,913 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,110,482 shares; 2019Q4: 1,126,449 shares; 2020Q1: 586,764 shares; 2020Q2: 490,689 shares; 2020Q3: 519,505 shares 519,505 $10.1M 0.67% +28,816 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 418,638 shares; 2019Q3: 409,020 shares; 2019Q4: 401,369 shares; 2020Q1: 377,699 shares; 2020Q2: 373,880 shares; 2020Q3: 371,196 shares 371,196 $9.71M 0.65% -2,684 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 210,642 shares; 2019Q3: 243,400 shares; 2019Q4: 249,372 shares; 2020Q1: 242,324 shares; 2020Q2: 237,652 shares; 2020Q3: 232,422 shares 232,422 $9.15M 0.61% -5,230 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 74,608 shares; 2019Q3: 72,223 shares; 2019Q4: 73,935 shares; 2020Q1: 61,071 shares; 2020Q2: 67,624 shares; 2020Q3: 67,431 shares 67,431 $7.96M 0.53% -193 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 24,638 shares; 2019Q3: 60,322 shares; 2019Q4: 60,825 shares; 2020Q1: 60,149 shares; 2020Q2: 59,544 shares; 2020Q3: 62,155 shares 62,155 $7.86M 0.52% +2,611 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 197,552 shares; 2019Q3: 201,999 shares; 2019Q4: 208,090 shares; 2020Q1: 218,758 shares; 2020Q2: 216,410 shares; 2020Q3: 208,913 shares 208,913 $6.56M 0.44% -7,497 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 57,346 shares; 2019Q3: 57,518 shares; 2019Q4: 63,436 shares; 2020Q1: 77,727 shares; 2020Q2: 79,696 shares; 2020Q3: 90,001 shares 90,001 $6.15M 0.41% +10,305 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 58,321 shares; 2019Q3: 59,347 shares; 2019Q4: 64,933 shares; 2020Q1: 77,931 shares; 2020Q2: 80,718 shares; 2020Q3: 90,775 shares 90,775 $5.04M 0.33% +10,057 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,822 shares; 2019Q3: not reported; 2019Q4: 3,308 shares; 2020Q1: 8,579 shares; 2020Q2: 9,295 shares; 2020Q3: 16,025 shares 16,025 $4.93M 0.33% +6,730 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 30,103 shares; 2019Q3: 38,328 shares; 2019Q4: 51,107 shares; 2020Q1: 92,357 shares; 2020Q2: 103,802 shares; 2020Q3: 146,042 shares 146,042 $4.27M 0.28% +42,240 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 33,744 shares; 2019Q3: 33,744 shares; 2019Q4: 33,604 shares; 2020Q1: 36,387 shares; 2020Q2: 33,872 shares; 2020Q3: 73,716 shares 73,716 $4.18M 0.28% +39,844 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 33,914 shares; 2019Q3: 31,261 shares; 2019Q4: 32,142 shares; 2020Q1: 31,699 shares; 2020Q2: 30,988 shares; 2020Q3: 35,449 shares 35,449 $3.91M 0.26% +4,461 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 18,010 shares; 2019Q3: 17,746 shares; 2019Q4: 18,319 shares; 2020Q1: 18,483 shares; 2020Q2: 16,683 shares; 2020Q3: 17,607 shares 17,607 $3.26M 0.22% +924 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 84,761 shares; 2019Q3: 87,794 shares; 2019Q4: 88,358 shares; 2020Q1: 83,862 shares; 2020Q2: 81,128 shares; 2020Q3: 78,312 shares 78,312 $3.2M 0.21% -2,816 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 39,794 shares; 2019Q3: 40,322 shares; 2019Q4: 40,564 shares; 2020Q1: 43,138 shares; 2020Q2: 41,241 shares; 2020Q3: 41,913 shares 41,913 $2.94M 0.2% +672 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 7,580 shares; 2019Q3: 7,349 shares; 2019Q4: 7,418 shares; 2020Q1: 5,892 shares; 2020Q2: 6,175 shares; 2020Q3: 25,011 shares 25,011 $2.9M 0.19% +18,836 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 41,318 shares; 2019Q3: 42,494 shares; 2019Q4: 42,231 shares; 2020Q1: 76,775 shares; 2020Q2: 79,616 shares; 2020Q3: 103,318 shares 103,318 $2.89M 0.19% +23,702 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,977 shares; 2019Q3: 1,959 shares; 2019Q4: 1,957 shares; 2020Q1: 1,957 shares; 2020Q2: 1,957 shares; 2020Q3: 1,961 shares 1,961 $2.88M 0.19% +4 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,874 shares; 2019Q3: 1,880 shares; 2019Q4: 1,879 shares; 2020Q1: 1,879 shares; 2020Q2: 1,881 shares; 2020Q3: 1,880 shares 1,880 $2.75M 0.18% -1 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 31,692 shares; 2019Q3: 28,639 shares; 2019Q4: 29,427 shares; 2020Q1: 27,938 shares; 2020Q2: 27,540 shares; 2020Q3: 28,748 shares 28,748 $2.7M 0.18% +1,208 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 66,968 shares; 2019Q3: 78,058 shares; 2019Q4: 80,895 shares; 2020Q1: 92,714 shares; 2020Q2: 97,957 shares; 2020Q3: 98,142 shares 98,142 $2.69M 0.18% +185 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 58,181 shares; 2019Q3: 67,575 shares; 2019Q4: 70,120 shares; 2020Q1: 77,646 shares; 2020Q2: 78,897 shares; 2020Q3: 78,600 shares 78,600 $2.56M 0.17% -297 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,239,541 shares; 2019Q3: 1,995,433 shares; 2019Q4: 1,308,904 shares; 2020Q1: 46,855 shares; 2020Q2: 52,558 shares; 2020Q3: 48,757 shares 48,757 $2.46M 0.16% -3,801 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 24,827 shares; 2019Q3: 24,930 shares; 2019Q4: 26,293 shares; 2020Q1: 19,947 shares; 2020Q2: 18,885 shares; 2020Q3: 18,206 shares 18,206 $2.45M 0.16% -679 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,164,068 shares; 2019Q3: 900,668 shares; 2019Q4: 916,970 shares; 2020Q1: 370,111 shares; 2020Q2: 60,634 shares; 2020Q3: 57,198 shares 57,198 $2.24M 0.15% -3,436 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 74,552 shares; 2019Q3: 44,329 shares; 2019Q4: 35,743 shares; 2020Q1: 35,336 shares; 2020Q2: 35,572 shares; 2020Q3: 36,735 shares 36,735 $2.16M 0.14% +1,163 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 33,381 shares; 2019Q3: 33,750 shares; 2019Q4: 36,980 shares; 2020Q1: 41,954 shares; 2020Q2: 45,748 shares; 2020Q3: 59,832 shares 59,832 $2.12M 0.14% +14,084 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 61,931 shares; 2019Q3: 61,339 shares; 2019Q4: 68,979 shares; 2020Q1: 81,934 shares; 2020Q2: 89,647 shares; 2020Q3: 105,253 shares 105,253 $2.1M 0.14% +15,606 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 61,604 shares; 2019Q3: 63,571 shares; 2019Q4: 67,127 shares; 2020Q1: 69,150 shares; 2020Q2: 71,114 shares; 2020Q3: 81,235 shares 81,235 $2.08M 0.14% +10,121 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 666,782 shares; 2019Q3: 1,572,463 shares; 2019Q4: 1,141,626 shares; 2020Q1: 1,033,928 shares; 2020Q2: 44,899 shares; 2020Q3: 39,479 shares 39,479 $2.03M 0.14% -5,420 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 27,004 shares; 2019Q3: 19,414 shares; 2019Q4: 18,172 shares; 2020Q1: 19,677 shares; 2020Q2: 21,127 shares; 2020Q3: 19,710 shares 19,710 $2.01M 0.13% -1,417 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 16,244 shares; 2019Q3: 16,075 shares; 2019Q4: 16,286 shares; 2020Q1: 16,253 shares; 2020Q2: 15,709 shares; 2020Q3: 16,733 shares 16,733 $1.94M 0.13% +1,024 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 83,829 shares; 2020Q3: 83,829 shares 83,829 $1.85M 0.12% 0 Timeline UBS AG JERSEY BRH UBS AG JERSEY BRH More: the full row for UBS AG JERSEY BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 139,430 shares; 2019Q3: 151,383 shares; 2019Q4: 155,286 shares; 2020Q1: 143,354 shares; 2020Q2: 140,131 shares; 2020Q3: 135,727 shares 135,727 $1.78M 0.12% -4,404 IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 31,818 shares; 2019Q3: 32,655 shares; 2019Q4: 32,107 shares; 2020Q1: 30,517 shares; 2020Q2: 27,759 shares; 2020Q3: 29,266 shares 29,266 $1.76M 0.12% +1,507 Timeline ETRACS BLOOMBERG CMDY TTL R… ETRACS BLOOMBERG CMDY TTL RTNSM E… More: the full row for ETRACS BLOOMBERG CMDY TTL RTNSM ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 128,610 shares; 2020Q3: 131,356 shares 131,356 $1.73M 0.12% +2,746 ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 28,490 shares; 2019Q3: 28,490 shares; 2019Q4: 28,490 shares; 2020Q1: 25,390 shares; 2020Q2: 23,290 shares; 2020Q3: 20,590 shares 20,590 $1.55M 0.1% -2,700 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 53,089 shares; 2019Q3: 51,582 shares; 2019Q4: 52,691 shares; 2020Q1: 52,267 shares; 2020Q2: 51,805 shares; 2020Q3: 51,469 shares 51,469 $1.4M 0.09% -336 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,131 shares; 2019Q3: 5,423 shares; 2019Q4: 8,272 shares; 2020Q1: 11,858 shares; 2020Q2: 13,037 shares; 2020Q3: 17,244 shares 17,244 $1.36M 0.09% +4,207 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 52,382 shares; 2019Q3: 52,751 shares; 2019Q4: 54,063 shares; 2020Q1: 51,840 shares; 2020Q2: 52,544 shares; 2020Q3: 50,278 shares 50,278 $1.34M 0.09% -2,266 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 533,391 shares; 2019Q3: 74,226 shares; 2019Q4: 72,420 shares; 2020Q1: 72,333 shares; 2020Q2: 73,180 shares; 2020Q3: 73,551 shares 73,551 $1.32M 0.09% +371 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 52,720 shares; 2019Q3: 49,871 shares; 2019Q4: 51,598 shares; 2020Q1: 47,565 shares; 2020Q2: 46,299 shares; 2020Q3: 44,425 shares 44,425 $1.32M 0.09% -1,874 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 32,753 shares; 2019Q3: 32,753 shares; 2019Q4: 32,352 shares; 2020Q1: 32,352 shares; 2020Q2: 32,352 shares; 2020Q3: 32,352 shares 32,352 $1.32M 0.09% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 29,490 shares; 2019Q3: 30,152 shares; 2019Q4: 30,125 shares; 2020Q1: 26,912 shares; 2020Q2: 25,578 shares; 2020Q3: 24,502 shares 24,502 $1.29M 0.09% -1,076 Timeline HIGHLAND FDS I HIGHLAND FDS I More: the full row for HIGHLAND FDS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 87,352 shares; 2019Q3: 86,493 shares; 2019Q4: 90,500 shares; 2020Q1: 84,261 shares; 2020Q2: 82,910 shares; 2020Q3: 81,785 shares 81,785 $1.29M 0.09% -1,125 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,227 shares; 2019Q3: 9,776 shares; 2019Q4: 9,495 shares; 2020Q1: 5,671 shares; 2020Q2: 6,084 shares; 2020Q3: 5,580 shares 5,580 $1.27M 0.08% -504 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,414 shares; 2019Q3: 4,608 shares; 2019Q4: 4,659 shares; 2020Q1: 270,918 shares; 2020Q2: 474,703 shares; 2020Q3: 9,281 shares 9,281 $1.24M 0.08% -465,422 Timeline 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,238 shares; 2019Q3: 6,238 shares; 2019Q4: 6,000 shares; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 6,000 shares 6,000 $1.17M 0.08% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,685 shares; 2019Q3: 3,919 shares; 2019Q4: 3,949 shares; 2020Q1: 4,463 shares; 2020Q2: 3,960 shares; 2020Q3: 3,462 shares 3,462 $1.16M 0.08% -498 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 7,244 shares; 2019Q3: 7,038 shares; 2019Q4: 6,759 shares; 2020Q1: 5,950 shares; 2020Q2: 5,444 shares; 2020Q3: 5,212 shares 5,212 $1.1M 0.07% -232 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 26,816 shares; 2019Q3: 28,156 shares; 2019Q4: 28,492 shares; 2020Q1: 26,314 shares; 2020Q2: 25,450 shares; 2020Q3: 25,358 shares 25,358 $1.1M 0.07% -92 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,655 shares; 2019Q3: 7,261 shares; 2019Q4: 10,356 shares; 2020Q1: 17,613 shares; 2020Q2: 20,130 shares; 2020Q3: 29,525 shares 29,525 $1.08M 0.07% +9,395 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 24,506 shares; 2019Q3: 26,334 shares; 2019Q4: 40,103 shares; 2020Q1: 36,791 shares; 2020Q2: 36,057 shares; 2020Q3: 40,087 shares 40,087 $1.07M 0.07% +4,030 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 50,035 shares; 2019Q3: 50,685 shares; 2019Q4: 52,329 shares; 2020Q1: 50,153 shares; 2020Q2: 48,773 shares; 2020Q3: 48,926 shares 48,926 $1.06M 0.07% +153 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 18,935 shares; 2019Q3: 12,220 shares; 2019Q4: 11,893 shares; 2020Q1: 4,964 shares; 2020Q2: 4,084 shares; 2020Q3: 10,179 shares 10,179 $1.04M 0.07% +6,095 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 7,826 shares; 2020Q1: 16,693 shares; 2020Q2: 17,958 shares; 2020Q3: 29,025 shares 29,025 $1.03M 0.07% +11,067 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,991 shares; 2020Q2: 10,738 shares; 2020Q3: 17,818 shares 17,818 $992K 0.07% +7,080 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,142 shares; 2020Q1: 11,138 shares; 2020Q2: not reported; 2020Q3: 20,308 shares 20,308 $977K 0.06% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 10,339 shares; 2019Q3: 10,362 shares; 2019Q4: 10,252 shares; 2020Q1: 8,916 shares; 2020Q2: 8,474 shares; 2020Q3: 8,642 shares 8,642 $958K 0.06% +168 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 9,512 shares; 2019Q3: 9,738 shares; 2019Q4: 9,711 shares; 2020Q1: 9,262 shares; 2020Q2: 9,254 shares; 2020Q3: 9,342 shares 9,342 $876K 0.06% +88 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 13,341 shares; 2019Q3: 13,432 shares; 2019Q4: 13,315 shares; 2020Q1: 11,578 shares; 2020Q2: 10,870 shares; 2020Q3: 10,393 shares 10,393 $872K 0.06% -477 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 11,612 shares; 2019Q3: 12,097 shares; 2019Q4: 12,235 shares; 2020Q1: 11,542 shares; 2020Q2: 11,156 shares; 2020Q3: 10,964 shares 10,964 $866K 0.06% -192 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,787 shares; 2019Q3: 5,842 shares; 2019Q4: 5,745 shares; 2020Q1: 5,769 shares; 2020Q2: 5,782 shares; 2020Q3: 6,179 shares 6,179 $859K 0.06% +397 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 8,101 shares; 2019Q3: 8,130 shares; 2019Q4: 8,077 shares; 2020Q1: 7,558 shares; 2020Q2: 7,459 shares; 2020Q3: 7,487 shares 7,487 $858K 0.06% +28 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,315 shares; 2019Q3: 5,738 shares; 2019Q4: 5,640 shares; 2020Q1: 5,650 shares; 2020Q2: 5,711 shares; 2020Q3: 5,722 shares 5,722 $852K 0.06% +11 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,256 shares; 2019Q3: 4,256 shares; 2019Q4: 4,256 shares; 2020Q1: 4,256 shares; 2020Q2: 4,256 shares; 2020Q3: 4,256 shares 4,256 $831K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,600 shares; 2020Q1: 1,600 shares; 2020Q2: 1,600 shares; 2020Q3: 1,600 shares 1,600 $785K 0.05% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,517 shares; 2019Q3: 4,517 shares; 2019Q4: 4,402 shares; 2020Q1: 4,783 shares; 2020Q2: 4,403 shares; 2020Q3: 4,555 shares 4,555 $776K 0.05% +152 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 65,963 shares; 2019Q3: 62,766 shares; 2019Q4: 49,037 shares; 2020Q1: 43,117 shares; 2020Q2: 31,324 shares; 2020Q3: 32,937 shares 32,937 $774K 0.05% +1,613 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,422 shares; 2020Q3: 4,587 shares 4,587 $767K 0.05% +165 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 31,346 shares; 2019Q3: 33,641 shares; 2019Q4: 49,011 shares; 2020Q1: 24,993 shares; 2020Q2: 24,815 shares; 2020Q3: 24,736 shares 24,736 $762K 0.05% -79 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 3,234 shares; 2019Q4: 3,165 shares; 2020Q1: not reported; 2020Q2: 6,001 shares; 2020Q3: 4,654 shares 4,654 $760K 0.05% -1,347 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 21,026 shares; 2019Q3: 21,351 shares; 2019Q4: 21,212 shares; 2020Q1: 20,423 shares; 2020Q2: 20,620 shares; 2020Q3: 20,620 shares 20,620 $736K 0.05% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 11,070 shares; 2019Q3: 11,098 shares; 2019Q4: 11,070 shares; 2020Q1: 11,070 shares; 2020Q2: 11,070 shares; 2020Q3: 11,070 shares 11,070 $684K 0.05% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 20,490 shares; 2019Q3: 12,226 shares; 2019Q4: 18,110 shares; 2020Q1: 23,235 shares; 2020Q2: 12,045 shares; 2020Q3: 11,353 shares 11,353 $664K 0.04% -692 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,708 shares; 2020Q2: not reported; 2020Q3: 4,484 shares 4,484 $649K 0.04% new Timeline XLRE 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 677,008 shares; 2019Q3: 677,922 shares; 2019Q4: 350,139 shares; 2020Q1: 341,964 shares; 2020Q2: 17,545 shares; 2020Q3: 17,545 shares 17,545 $619K 0.04% 0 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 23,132 shares; 2019Q3: 23,132 shares; 2019Q4: 23,132 shares; 2020Q1: 23,132 shares; 2020Q2: 23,132 shares; 2020Q3: 23,132 shares 23,132 $616K 0.04% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 567,800 shares; 2019Q3: 353,158 shares; 2019Q4: 709,848 shares; 2020Q1: 456,135 shares; 2020Q2: 416,495 shares; 2020Q3: 23,325 shares 23,325 $595K 0.04% -393,170 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 21,825 shares; 2019Q3: 19,640 shares; 2019Q4: 19,810 shares; 2020Q1: 20,064 shares; 2020Q2: 20,385 shares; 2020Q3: 20,246 shares 20,246 $577K 0.04% -139 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 332 shares; 2019Q3: 194 shares; 2019Q4: 191 shares; 2020Q1: 163 shares; 2020Q2: 165 shares; 2020Q3: 182 shares 182 $573K 0.04% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,462 shares; 2019Q3: 2,462 shares; 2019Q4: 2,462 shares; 2020Q1: 2,462 shares; 2020Q2: 2,462 shares; 2020Q3: 2,462 shares 2,462 $569K 0.04% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,291 shares; 2019Q3: 5,729 shares; 2019Q4: 6,019 shares; 2020Q1: 5,688 shares; 2020Q2: 5,538 shares; 2020Q3: 5,409 shares 5,409 $564K 0.04% -129 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 28,056 shares; 2019Q3: 22,951 shares; 2019Q4: 22,951 shares; 2020Q1: 22,951 shares; 2020Q2: 22,951 shares; 2020Q3: 23,001 shares 23,001 $554K 0.04% +50 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,517 shares; 2019Q3: 2,623 shares; 2019Q4: 2,492 shares; 2020Q1: 2,442 shares; 2020Q2: 2,572 shares; 2020Q3: 2,553 shares 2,553 $544K 0.04% -19 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 23,365 shares; 2019Q3: 22,208 shares; 2019Q4: 21,660 shares; 2020Q1: 15,097 shares; 2020Q2: 12,583 shares; 2020Q3: 11,618 shares 11,618 $543K 0.04% -965 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 23,871 shares; 2019Q3: 10,560 shares; 2019Q4: 12,888 shares; 2020Q1: 10,503 shares; 2020Q2: 10,503 shares; 2020Q3: 10,503 shares 10,503 $543K 0.04% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,315 shares; 2019Q3: 3,315 shares; 2019Q4: 3,315 shares; 2020Q1: 3,315 shares; 2020Q2: 3,315 shares; 2020Q3: 3,315 shares 3,315 $542K 0.04% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,308 shares; 2020Q1: 11,349 shares; 2020Q2: not reported; 2020Q3: 11,464 shares 11,464 $513K 0.03% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 7,062 shares; 2019Q3: 8,377 shares; 2019Q4: 8,970 shares; 2020Q1: 8,780 shares; 2020Q2: 9,301 shares; 2020Q3: 10,232 shares 10,232 $448K 0.03% +931 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,836 shares; 2019Q3: 1,860 shares; 2019Q4: 1,767 shares; 2020Q1: 1,995 shares; 2020Q2: 1,981 shares; 2020Q3: 1,939 shares 1,939 $426K 0.03% -42 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,692 shares; 2019Q3: 6,755 shares; 2019Q4: 6,926 shares; 2020Q1: 7,060 shares; 2020Q2: 6,991 shares; 2020Q3: 7,060 shares 7,060 $420K 0.03% +69 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 13,438 shares; 2019Q3: 13,438 shares; 2019Q4: 13,438 shares; 2020Q1: 13,438 shares; 2020Q2: 13,438 shares; 2020Q3: 13,438 shares 13,438 $391K 0.03% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,937 shares; 2019Q3: 6,739 shares; 2019Q4: 8,006 shares; 2020Q1: 10,289 shares; 2020Q2: 10,667 shares; 2020Q3: 10,810 shares 10,810 $385K 0.03% +143 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,744 shares; 2019Q3: 2,831 shares; 2019Q4: 2,834 shares; 2020Q1: 2,824 shares; 2020Q2: 2,726 shares; 2020Q3: 2,729 shares 2,729 $378K 0.03% +3 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,667 shares; 2020Q1: 2,679 shares; 2020Q2: 2,667 shares; 2020Q3: 2,667 shares 2,667 $372K 0.02% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,440 shares; 2019Q3: 4,303 shares; 2019Q4: 4,283 shares; 2020Q1: 4,382 shares; 2020Q2: 4,353 shares; 2020Q3: 4,307 shares 4,307 $357K 0.02% -46 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,765 shares; 2019Q3: 7,246 shares; 2019Q4: 8,227 shares; 2020Q1: 8,289 shares; 2020Q2: 8,431 shares; 2020Q3: 8,920 shares 8,920 $352K 0.02% +489 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,769 shares; 2020Q3: 5,478 shares 5,478 $344K 0.02% -2,291 Timeline FTSL 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,356 shares; 2019Q3: 5,840 shares; 2019Q4: 6,707 shares; 2020Q1: 6,782 shares; 2020Q2: 7,305 shares; 2020Q3: 7,307 shares 7,307 $336K 0.02% +2 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 21,268 shares; 2019Q3: 39,561 shares; 2019Q4: 30,859 shares; 2020Q1: 21,759 shares; 2020Q2: 5,278 shares; 2020Q3: 3,856 shares 3,856 $334K 0.02% -1,422 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 7,970 shares; 2019Q3: 7,396 shares; 2019Q4: 6,596 shares; 2020Q1: 6,616 shares; 2020Q2: 6,375 shares; 2020Q3: 5,916 shares 5,916 $321K 0.02% -459 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 8,324 shares; 2019Q3: 9,711 shares; 2019Q4: 9,667 shares; 2020Q1: 10,109 shares; 2020Q2: 9,991 shares; 2020Q3: 9,293 shares 9,293 $319K 0.02% -698 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 7,015 shares; 2019Q3: 7,367 shares; 2019Q4: 7,741 shares; 2020Q1: 5,427 shares; 2020Q2: 6,094 shares; 2020Q3: 5,750 shares 5,750 $312K 0.02% -344 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,425 shares; 2020Q1: 1,665 shares; 2020Q2: 1,426 shares; 2020Q3: 1,426 shares 1,426 $309K 0.02% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,453 shares; 2019Q3: 2,453 shares; 2019Q4: 2,378 shares; 2020Q1: 2,378 shares; 2020Q2: 2,378 shares; 2020Q3: 2,378 shares 2,378 $305K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,862 shares; 2019Q3: 3,870 shares; 2019Q4: 1,096 shares; 2020Q1: 1,105 shares; 2020Q2: 1,096 shares; 2020Q3: 1,096 shares 1,096 $304K 0.02% 0 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 577,111 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,788 shares 8,788 $303K 0.02% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,758 shares; 2019Q4: 1,719 shares; 2020Q1: 1,510 shares; 2020Q2: 1,510 shares; 2020Q3: 1,509 shares 1,509 $302K 0.02% -1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,279 shares; 2019Q3: 2,147 shares; 2019Q4: 2,150 shares; 2020Q1: 1,926 shares; 2020Q2: 1,997 shares; 2020Q3: 1,797 shares 1,797 $297K 0.02% -200 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,105 shares; 2019Q3: not reported; 2019Q4: 1,105 shares; 2020Q1: not reported; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares 1,120 $293K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,779 shares; 2019Q3: 3,787 shares; 2019Q4: 3,779 shares; 2020Q1: 3,779 shares; 2020Q2: 3,779 shares; 2020Q3: 3,779 shares 3,779 $292K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 311,234 shares; 2020Q3: 3,452 shares 3,452 $286K 0.02% -307,782 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,580 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,210 shares 1,210 $284K 0.02% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,583 shares; 2019Q3: 2,583 shares; 2019Q4: 2,583 shares; 2020Q1: 2,583 shares; 2020Q2: 2,583 shares; 2020Q3: 2,583 shares 2,583 $284K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 1,584 shares; 2019Q3: 1,584 shares; 2019Q4: 1,584 shares; 2020Q1: 1,584 shares; 2020Q2: 1,509 shares; 2020Q3: 1,509 shares 1,509 $282K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,674 shares; 2019Q3: 10,036 shares; 2019Q4: 10,989 shares; 2020Q1: 8,918 shares; 2020Q2: 8,701 shares; 2020Q3: 9,015 shares 9,015 $278K 0.02% +314 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,768 shares; 2019Q3: 4,662 shares; 2019Q4: 4,712 shares; 2020Q1: 4,712 shares; 2020Q2: 4,712 shares; 2020Q3: 4,712 shares 4,712 $275K 0.02% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,796 shares; 2019Q4: not reported; 2020Q1: 1,867 shares; 2020Q2: 1,887 shares; 2020Q3: 1,887 shares 1,887 $264K 0.02% 0 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,129 shares 5,129 $264K 0.02% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,800 shares; 2020Q1: not reported; 2020Q2: 4,800 shares; 2020Q3: 4,800 shares 4,800 $253K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares 3,273 $249K 0.02% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 3,360 shares; 2019Q3: 2,356 shares; 2019Q4: 2,077 shares; 2020Q1: 2,086 shares; 2020Q2: 1,967 shares; 2020Q3: 1,991 shares 1,991 $247K 0.02% +24 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 11,483 shares; 2020Q2: 11,483 shares; 2020Q3: 9,449 shares 9,449 $247K 0.02% -2,034 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 6,181 shares; 2019Q3: 6,393 shares; 2019Q4: 6,553 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,674 shares 6,674 $245K 0.02% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 2,103 shares; 2019Q3: 2,104 shares; 2019Q4: 2,105 shares; 2020Q1: 2,165 shares; 2020Q2: 2,078 shares; 2020Q3: 1,990 shares 1,990 $242K 0.02% -88 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,704 shares; 2019Q4: 1,304 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,104 shares 1,104 $236K 0.02% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 4,969 shares; 2019Q3: 4,969 shares; 2019Q4: 4,969 shares; 2020Q1: not reported; 2020Q2: 4,329 shares; 2020Q3: 4,534 shares 4,534 $229K 0.02% +205 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: 5,933 shares; 2019Q3: 5,933 shares; 2019Q4: 5,933 shares; 2020Q1: not reported; 2020Q2: 5,933 shares; 2020Q3: 5,933 shares 5,933 $227K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,729 shares; 2020Q3: 1,729 shares 1,729 $222K 0.01% 0 Timeline GSST 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,529 shares; 2020Q3: 4,213 shares 4,213 $214K 0.01% -316 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,103 shares 5,103 $212K 0.01% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,192 shares 4,192 $207K 0.01% new Timeline