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; 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; 2020Q4: 1,006,210 shares 1,006,210 $131M 7.91% +4,636 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; 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; 2020Q4: 562,218 shares 562,218 $90.4M 5.47% +2,886 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 670,455 shares; 2020Q3: 1,253,363 shares; 2020Q4: 1,274,553 shares 1,274,553 $79M 4.78% +21,190 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; 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; 2020Q4: 1,352,616 shares 1,352,616 $72.3M 4.37% +22,762 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,361,781 shares; 2020Q3: 1,204,108 shares; 2020Q4: 1,210,520 shares 1,210,520 $61.5M 3.72% +6,412 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 496,953 shares 496,953 $59.6M 3.61% -36,521 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; 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; 2020Q4: 804,373 shares 804,373 $54.3M 3.28% -247,880 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 633,788 shares 633,788 $53.9M 3.26% +444,687 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; 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; 2020Q4: 1,680,532 shares 1,680,532 $49.5M 3% +470,145 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; 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; 2020Q4: 549,807 shares 549,807 $48.7M 2.94% -641 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; 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; 2020Q4: 607,697 shares 607,697 $41M 2.48% -102,764 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,772,444 shares; 2020Q3: 2,793,331 shares; 2020Q4: 2,137,259 shares 2,137,259 $40.5M 2.45% -656,072 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 636,701 shares 636,701 $39.5M 2.39% +370,827 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 563,053 shares 563,053 $38M 2.3% +1,038 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 815,786 shares 815,786 $36M 2.17% -10,465 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; 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; 2020Q4: 1,583,840 shares 1,583,840 $33.6M 2.03% +708,597 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; 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; 2020Q4: 664,932 shares 664,932 $33.6M 2.03% +9,143 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; 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; 2020Q4: 284,267 shares 284,267 $32.2M 1.95% -217,914 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 917,748 shares; 2020Q1: not reported; 2020Q2: 954,640 shares; 2020Q3: 959,332 shares; 2020Q4: 967,555 shares 967,555 $30.7M 1.86% +8,223 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,308 shares; 2020Q1: 11,349 shares; 2020Q2: not reported; 2020Q3: 11,464 shares; 2020Q4: 666,634 shares 666,634 $30.4M 1.84% +655,170 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 810 shares; 2020Q1: not reported; 2020Q2: 77,657 shares; 2020Q3: 77,870 shares; 2020Q4: 76,561 shares 76,561 $29M 1.76% -1,309 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; 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; 2020Q4: 126,054 shares 126,054 $28.2M 1.71% -23,218 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 169,513 shares 169,513 $26.7M 1.62% +2,559 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 418,957 shares; 2020Q2: 436,042 shares; 2020Q3: 456,114 shares; 2020Q4: 469,642 shares 469,642 $26.6M 1.61% +13,528 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; 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; 2020Q4: 289,933 shares 289,933 $26.4M 1.59% +13,277 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 71,119 shares; 2020Q3: 72,186 shares; 2020Q4: 72,602 shares 72,602 $23.8M 1.44% +416 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 481,260 shares 481,260 $23M 1.39% +7,939 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; 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; 2020Q4: 314,167 shares 314,167 $22.7M 1.38% +95,685 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 955,635 shares 955,635 $22.4M 1.36% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 56,540 shares 56,540 $21.2M 1.28% -309 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; 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; 2020Q4: 323,518 shares 323,518 $20.1M 1.21% +5,924 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; 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; 2020Q4: 521,573 shares 521,573 $18.7M 1.13% +423,431 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 318,407 shares 318,407 $17.8M 1.07% +244,691 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372,455 shares; 2020Q3: 378,125 shares; 2020Q4: 375,954 shares 375,954 $15.9M 0.96% -2,171 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 332,392 shares 332,392 $14.9M 0.9% -389,991 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 353,556 shares 353,556 $14.8M 0.89% new Timeline FLGB 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; 2019Q1: restricted; 2019Q2: 266,965 shares; 2019Q3: 139,641 shares; 2019Q4: 137,533 shares; 2020Q1: 120,658 shares; 2020Q2: 156,278 shares; 2020Q3: not reported; 2020Q4: 609,971 shares 609,971 $13.6M 0.82% new 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; 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; 2020Q4: 234,517 shares 234,517 $13.1M 0.79% +11,047 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; 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; 2020Q4: 365,362 shares 365,362 $10.9M 0.66% -5,834 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; 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; 2020Q4: 235,392 shares 235,392 $10.3M 0.63% +2,970 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 70,483 shares 70,483 $8.33M 0.5% +3,052 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 62,359 shares 62,359 $7.96M 0.48% +204 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 66,011 shares 66,011 $7.74M 0.47% +49,278 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; 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; 2020Q4: 85,977 shares 85,977 $7.65M 0.46% -4,024 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; 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; 2020Q4: 205,434 shares 205,434 $7.4M 0.45% -3,479 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; 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; 2020Q4: 296,651 shares 296,651 $6.5M 0.39% -222,854 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; 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; 2020Q4: 90,744 shares 90,744 $6.19M 0.37% -31 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; 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; 2020Q4: 15,778 shares 15,778 $5.42M 0.33% -247 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; 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; 2020Q4: 155,119 shares 155,119 $5.24M 0.32% +9,077 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 39,272 shares 39,272 $4.33M 0.26% +3,823 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 16,395 shares 16,395 $3.77M 0.23% -1,212 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 40,292 shares 40,292 $3.7M 0.22% -1,621 Timeline VANGUARD TAX-MANAGED INTL FD VANGUARD TAX-MANAGED INTL FD More: the full row for VANGUARD TAX-MANAGED INTL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 75,650 shares 75,650 $3.57M 0.22% new GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 129,668 shares 129,668 $3.53M 0.21% +26,350 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 1,957 shares 1,957 $3.43M 0.21% -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; 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; 2020Q4: 1,917 shares 1,917 $3.36M 0.2% +37 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 24,580 shares 24,580 $3.26M 0.2% -431 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; 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; 2020Q4: 31,302 shares 31,302 $3.1M 0.19% +2,554 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; 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; 2020Q4: 74,714 shares 74,714 $3.02M 0.18% -3,886 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 118,219 shares 118,219 $2.59M 0.16% +12,966 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; 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; 2020Q4: 66,890 shares 66,890 $2.54M 0.15% +7,058 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; 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; 2020Q4: 49,251 shares 49,251 $2.49M 0.15% +494 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 17,966 shares 17,966 $2.48M 0.15% -240 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; 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; 2020Q4: 84,664 shares 84,664 $2.4M 0.15% +3,429 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; 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; 2020Q4: 39,112 shares 39,112 $2.28M 0.14% +2,377 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 83,829 shares; 2020Q3: 83,829 shares; 2020Q4: 83,829 shares 83,829 $2.26M 0.14% 0 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; 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; 2020Q4: 20,559 shares 20,559 $2.1M 0.13% +849 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; 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; 2020Q4: 57,471 shares 57,471 $2.07M 0.13% +273 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; 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; 2020Q4: 38,425 shares 38,425 $1.98M 0.12% -1,054 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 27,980 shares 27,980 $1.93M 0.12% -1,286 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 128,610 shares; 2020Q3: 131,356 shares; 2020Q4: 129,957 shares 129,957 $1.9M 0.11% -1,399 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; 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; 2020Q4: 34,808 shares 34,808 $1.81M 0.11% +14,188 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 20,590 shares 20,590 $1.77M 0.11% 0 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; 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; 2020Q4: 19,357 shares 19,357 $1.59M 0.1% +2,113 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; 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; 2020Q4: 50,217 shares 50,217 $1.54M 0.09% -61 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; 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; 2020Q4: 52,819 shares 52,819 $1.52M 0.09% +1,350 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; 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; 2020Q4: 32,352 shares 32,352 $1.48M 0.09% 0 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 7,826 shares; 2020Q1: 16,693 shares; 2020Q2: 17,958 shares; 2020Q3: 29,025 shares; 2020Q4: 38,413 shares 38,413 $1.39M 0.08% +9,388 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; 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; 2020Q4: 32,579 shares 32,579 $1.37M 0.08% +3,054 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; 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; 2020Q4: 85,575 shares 85,575 $1.37M 0.08% +3,790 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; 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; 2020Q4: 43,819 shares 43,819 $1.37M 0.08% -606 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; 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; 2020Q4: 26,609 shares 26,609 $1.33M 0.08% +1,251 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; 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; 2020Q4: 72,136 shares 72,136 $1.31M 0.08% -1,415 IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 23,075 shares 23,075 $1.28M 0.08% -1,427 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 5,136 shares 5,136 $1.26M 0.08% -444 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 5,501 shares 5,501 $1.22M 0.07% +289 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; 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; 2020Q4: 3,182 shares 3,182 $1.19M 0.07% -280 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,142 shares; 2020Q1: 11,138 shares; 2020Q2: not reported; 2020Q3: 20,308 shares; 2020Q4: 23,712 shares 23,712 $1.19M 0.07% +3,404 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,991 shares; 2020Q2: 10,738 shares; 2020Q3: 17,818 shares; 2020Q4: 20,540 shares 20,540 $1.16M 0.07% +2,722 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; 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; 2020Q4: 43,600 shares 43,600 $1.15M 0.07% +3,513 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; 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; 2020Q4: 11,846 shares 11,846 $1.13M 0.07% +5,846 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; 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; 2020Q4: 9,254 shares 9,254 $1.11M 0.07% -925 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; 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; 2020Q4: 48,794 shares 48,794 $1.09M 0.07% -132 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; 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; 2020Q4: 7,473 shares 7,473 $1.04M 0.06% +1,294 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 7,493 shares 7,493 $996K 0.06% -1,788 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; 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; 2020Q4: 26,711 shares 26,711 $993K 0.06% -746,402 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 8,488 shares 8,488 $984K 0.06% -154 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; 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; 2020Q4: 9,875 shares 9,875 $970K 0.06% +533 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; 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; 2020Q4: 11,085 shares 11,085 $941K 0.06% +121 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 10,608 shares 10,608 $926K 0.06% +215 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; 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; 2020Q4: 4,553 shares 4,553 $886K 0.05% -2 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,422 shares; 2020Q3: 4,587 shares; 2020Q4: 9,125 shares 9,125 $886K 0.05% +4,538 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; 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; 2020Q4: 7,482 shares 7,482 $876K 0.05% -5 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 5,491 shares 5,491 $864K 0.05% -231 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; 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; 2020Q4: 33,546 shares 33,546 $851K 0.05% +609 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; 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; 2020Q4: 8,512 shares 8,512 $813K 0.05% +4,256 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,600 shares; 2020Q1: 1,600 shares; 2020Q2: 1,600 shares; 2020Q3: 1,600 shares; 2020Q4: 1,600 shares 1,600 $800K 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; 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; 2020Q4: 10,831 shares 10,831 $789K 0.05% -522 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; 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; 2020Q4: 24,736 shares 24,736 $762K 0.05% 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 3,234 shares; 2019Q4: 3,165 shares; 2020Q1: not reported; 2020Q2: 6,001 shares; 2020Q3: 4,654 shares; 2020Q4: 4,218 shares 4,218 $734K 0.04% -436 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 11,070 shares 11,070 $734K 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; 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; 2020Q4: 3,973 shares 3,973 $713K 0.04% +658 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; 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; 2020Q4: 23,001 shares 23,001 $697K 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; 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; 2020Q4: 23,024 shares 23,024 $674K 0.04% -301 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; 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; 2020Q4: 2,802 shares 2,802 $650K 0.04% +249 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; 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; 2020Q4: 17,545 shares 17,545 $641K 0.04% 0 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; 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; 2020Q4: 21,642 shares 21,642 $622K 0.04% +1,396 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; 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; 2020Q4: 5,478 shares 5,478 $597K 0.04% +69 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; 2019Q1: restricted; 2019Q2: 14,583 shares; 2019Q3: 15,726 shares; 2019Q4: 15,585 shares; 2020Q1: 20,348 shares; 2020Q2: 14,956 shares; 2020Q3: not reported; 2020Q4: 11,482 shares 11,482 $595K 0.04% 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; 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; 2020Q4: 12,138 shares 12,138 $588K 0.04% +1,906 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 23,132 shares 23,132 $579K 0.04% 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,129 shares; 2020Q4: 10,938 shares 10,938 $563K 0.03% +5,809 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,138 shares 6,138 $550K 0.03% new 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; 2019Q1: restricted; 2019Q2: 332 shares; 2019Q3: 194 shares; 2019Q4: 191 shares; 2020Q1: 163 shares; 2020Q2: 165 shares; 2020Q3: 182 shares; 2020Q4: 168 shares 168 $547K 0.03% -14 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; 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; 2020Q4: 10,503 shares 10,503 $541K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 8,225 shares 8,225 $525K 0.03% +5,763 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; 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; 2020Q4: 11,616 shares 11,616 $524K 0.03% -2 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; 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; 2020Q4: 8,471 shares 8,471 $498K 0.03% +1,411 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,627 shares 17,627 $481K 0.03% new Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,769 shares; 2020Q3: 5,478 shares; 2020Q4: 6,279 shares 6,279 $476K 0.03% +801 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 11,483 shares; 2020Q2: 11,483 shares; 2020Q3: 9,449 shares; 2020Q4: 9,449 shares 9,449 $473K 0.03% 0 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,667 shares; 2020Q1: 2,679 shares; 2020Q2: 2,667 shares; 2020Q3: 2,667 shares; 2020Q4: 2,667 shares 2,667 $470K 0.03% 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; 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; 2020Q4: 2,049 shares 2,049 $440K 0.03% +110 Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,345 shares 10,345 $437K 0.03% new 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; 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; 2020Q4: 11,360 shares 11,360 $431K 0.03% +550 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,776 shares 5,776 $422K 0.03% new 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; 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; 2020Q4: 10,176 shares 10,176 $419K 0.03% +883 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 1,897 shares 1,897 $406K 0.02% +100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 9,688 shares 9,688 $400K 0.02% +768 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; 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; 2020Q4: 8,347 shares 8,347 $397K 0.02% +1,040 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,010 shares 12,010 $394K 0.02% new 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; 2019Q1: restricted; 2019Q2: 577,111 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,788 shares; 2020Q4: 9,685 shares 9,685 $388K 0.02% +897 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; 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; 2020Q4: 2,583 shares 2,583 $385K 0.02% 0 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; 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; 2020Q4: 13,438 shares 13,438 $378K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 5,916 shares 5,916 $363K 0.02% 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; 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; 2020Q4: 2,421 shares 2,421 $359K 0.02% -308 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,103 shares; 2020Q4: 5,357 shares 5,357 $353K 0.02% +254 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: 6,181 shares; 2019Q3: 6,393 shares; 2019Q4: 6,553 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,674 shares; 2020Q4: 9,368 shares 9,368 $345K 0.02% +2,694 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; 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; 2020Q4: 1,902 shares 1,902 $345K 0.02% -89 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,020 shares 10,020 $342K 0.02% new 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; 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; 2020Q4: 4,384 shares 4,384 $338K 0.02% +3,288 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; 2019Q1: restricted; 2019Q2: 1,580 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,210 shares; 2020Q4: 1,210 shares 1,210 $333K 0.02% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 5,933 shares 5,933 $331K 0.02% 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; 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; 2020Q4: 1,509 shares 1,509 $330K 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; 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; 2020Q4: 3,779 shares 3,779 $323K 0.02% 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; 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; 2020Q4: 4,687 shares 4,687 $320K 0.02% -25 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; 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; 2020Q4: 5,910 shares 5,910 $320K 0.02% +160 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 1,509 shares 1,509 $320K 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares; 2020Q4: 3,642 shares 3,642 $313K 0.02% +369 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,425 shares; 2020Q1: 1,665 shares; 2020Q2: 1,426 shares; 2020Q3: 1,426 shares; 2020Q4: 1,292 shares 1,292 $311K 0.02% -134 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; 2019Q1: restricted; 2019Q2: 1,105 shares; 2019Q3: not reported; 2019Q4: 1,105 shares; 2020Q1: not reported; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares; 2020Q4: 1,125 shares 1,125 $307K 0.02% +5 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; 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; 2020Q4: 2,409 shares 2,409 $303K 0.02% +419 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,033 shares 6,033 $298K 0.02% new 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; 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; 2020Q4: 9,524 shares 9,524 $297K 0.02% +509 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; 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; 2020Q4: 3,534 shares 3,534 $289K 0.02% -773 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,796 shares; 2019Q4: not reported; 2020Q1: 1,867 shares; 2020Q2: 1,887 shares; 2020Q3: 1,887 shares; 2020Q4: 1,955 shares 1,955 $282K 0.02% +68 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,729 shares; 2020Q3: 1,729 shares; 2020Q4: 1,984 shares 1,984 $280K 0.02% +255 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 3,114 shares 3,114 $269K 0.02% -742 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; 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; 2020Q4: 4,534 shares 4,534 $265K 0.02% 0 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,800 shares; 2020Q1: not reported; 2020Q2: 4,800 shares; 2020Q3: 4,800 shares; 2020Q4: 4,800 shares 4,800 $263K 0.02% 0 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 1,704 shares; 2019Q4: 1,304 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,104 shares; 2020Q4: 1,104 shares 1,104 $262K 0.02% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,976 shares 8,976 $253K 0.02% new 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 311,234 shares; 2020Q3: 3,452 shares; 2020Q4: 3,023 shares 3,023 $252K 0.02% -429 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,192 shares; 2020Q4: 4,209 shares 4,209 $231K 0.01% +17 Timeline LISTED FDS TR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,500 shares 8,500 $231K 0.01% new CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: 5,426 shares; 2019Q3: 6,453 shares; 2019Q4: 3,653 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,426 shares 2,426 $220K 0.01% new 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,529 shares; 2020Q3: 4,213 shares; 2020Q4: 4,213 shares 4,213 $214K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,003 shares 5,003 $210K 0.01% new 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: 4,653 shares; 2019Q4: 4,599 shares; 2020Q1: not reported; 2020Q2: 4,518 shares; 2020Q3: not reported; 2020Q4: 4,668 shares 4,668 $209K 0.01% new 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,704 shares 7,704 $206K 0.01% new 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; 2019Q1: restricted; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,584 shares 1,584 $202K 0.01% new Timeline