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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,383,137 shares; 2019Q1: 1,279,945 shares; 2019Q2: 1,275,547 shares; 2019Q3: 1,313,158 shares; 2019Q4: 1,322,927 shares 1,322,927 $71.1M 11.75% +9,769 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 569,938 shares; 2019Q1: 641,301 shares; 2019Q2: 672,199 shares; 2019Q3: 708,634 shares; 2019Q4: 742,430 shares 742,430 $62.3M 10.29% +33,796 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 395,667 shares; 2019Q1: 399,241 shares; 2019Q2: 407,451 shares; 2019Q3: 412,808 shares; 2019Q4: 415,735 shares 415,735 $51.8M 8.57% +2,927 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,262,104 shares; 2019Q1: 1,249,784 shares; 2019Q2: 1,283,701 shares; 2019Q3: 1,342,035 shares; 2019Q4: 1,468,123 shares 1,468,123 $43.1M 7.13% +126,088 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 219,661 shares; 2019Q1: 224,615 shares; 2019Q2: 226,235 shares; 2019Q3: 226,253 shares; 2019Q4: 228,158 shares 228,158 $41.6M 6.87% +1,905 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 992,747 shares; 2019Q1: 1,079,129 shares; 2019Q2: 1,125,460 shares; 2019Q3: 1,183,714 shares; 2019Q4: 2,263,853 shares 2,263,853 $32.8M 5.43% +1,080,139 USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 708,643 shares; 2019Q2: 816,014 shares; 2019Q3: 948,794 shares; 2019Q4: 1,021,514 shares 1,021,514 $32.6M 5.39% +72,720 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 140,344 shares; 2019Q1: 189,017 shares; 2019Q2: 203,472 shares; 2019Q3: 218,112 shares; 2019Q4: 230,846 shares 230,846 $29M 4.8% +12,734 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 296,651 shares; 2019Q1: 470,792 shares; 2019Q2: 498,754 shares; 2019Q3: 542,941 shares; 2019Q4: 583,674 shares 583,674 $28.8M 4.75% +40,733 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 631,399 shares; 2019Q1: 678,207 shares; 2019Q2: 730,006 shares; 2019Q3: 781,310 shares; 2019Q4: 370,665 shares 370,665 $18.7M 3.09% -410,645 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 103,005 shares; 2019Q1: 84,983 shares; 2019Q2: 82,371 shares; 2019Q3: 77,490 shares; 2019Q4: 75,058 shares 75,058 $18.4M 3.04% -2,432 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 121,005 shares; 2019Q1: 120,953 shares; 2019Q2: 116,802 shares; 2019Q3: 113,878 shares; 2019Q4: 114,582 shares 114,582 $10.7M 1.77% +704 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 74,417 shares; 2019Q1: 72,302 shares; 2019Q2: 69,059 shares; 2019Q3: 67,569 shares; 2019Q4: 67,622 shares 67,622 $10.3M 1.71% +53 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 108,942 shares; 2019Q1: 114,602 shares; 2019Q2: 110,184 shares; 2019Q3: 107,903 shares; 2019Q4: 106,269 shares 106,269 $8.17M 1.35% -1,634 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 58,017 shares; 2019Q1: 53,085 shares; 2019Q2: 50,791 shares; 2019Q3: 49,571 shares; 2019Q4: 47,092 shares 47,092 $7.43M 1.23% -2,479 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 212,177 shares; 2019Q1: 233,798 shares; 2019Q2: 220,830 shares; 2019Q3: 218,374 shares; 2019Q4: 221,166 shares 221,166 $6.05M 1% +2,792 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 30,835 shares; 2019Q1: 28,966 shares; 2019Q2: 27,748 shares; 2019Q3: 26,982 shares; 2019Q4: 26,719 shares 26,719 $6.05M 1% -263 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 43,126 shares; 2019Q1: 40,437 shares; 2019Q2: 38,799 shares; 2019Q3: 39,488 shares; 2019Q4: 38,244 shares 38,244 $5.58M 0.92% -1,244 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,645 shares; 2019Q1: 20,812 shares; 2019Q2: 19,745 shares; 2019Q3: 19,189 shares; 2019Q4: 18,293 shares 18,293 $5.37M 0.89% -896 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 82,762 shares; 2019Q1: 80,444 shares; 2019Q2: 79,359 shares; 2019Q3: 79,531 shares; 2019Q4: 78,200 shares 78,200 $4.68M 0.77% -1,331 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 29,526 shares; 2019Q1: 26,615 shares; 2019Q2: 25,682 shares; 2019Q3: 24,801 shares; 2019Q4: 24,446 shares 24,446 $3.34M 0.55% -355 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 73,545 shares; 2019Q1: 56,980 shares; 2019Q2: 47,883 shares; 2019Q3: 47,631 shares; 2019Q4: 47,642 shares 47,642 $3.31M 0.55% +11 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 29,653 shares; 2019Q1: 27,931 shares; 2019Q2: 27,014 shares; 2019Q3: 25,988 shares; 2019Q4: 25,324 shares 25,324 $3.03M 0.5% -664 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,984 shares; 2019Q1: 20,673 shares; 2019Q2: 19,860 shares; 2019Q3: 20,336 shares; 2019Q4: 20,097 shares 20,097 $3.01M 0.5% -239 SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 48,171 shares; 2019Q1: 47,531 shares; 2019Q2: 46,765 shares; 2019Q3: 47,453 shares; 2019Q4: 47,937 shares 47,937 $2.88M 0.48% +484 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 258,840 shares; 2019Q1: 74,299 shares; 2019Q2: 70,175 shares; 2019Q3: 58,684 shares; 2019Q4: 56,342 shares 56,342 $2.81M 0.46% -2,342 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 103,897 shares 103,897 $2.72M 0.45% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 45,555 shares 45,555 $2.57M 0.42% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 83,674 shares; 2019Q1: 74,329 shares; 2019Q2: 74,803 shares; 2019Q3: 72,790 shares; 2019Q4: 74,357 shares 74,357 $2.5M 0.41% +1,567 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,002 shares; 2019Q1: 25,876 shares; 2019Q2: 25,029 shares; 2019Q3: 25,331 shares; 2019Q4: 26,243 shares 26,243 $2.44M 0.4% +912 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 54,381 shares; 2019Q1: 50,367 shares; 2019Q2: 50,081 shares; 2019Q3: 49,594 shares; 2019Q4: 48,331 shares 48,331 $2.32M 0.38% -1,263 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 25,893 shares; 2019Q1: 23,642 shares; 2019Q2: 22,102 shares; 2019Q3: 19,354 shares; 2019Q4: 18,320 shares 18,320 $2.21M 0.36% -1,034 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 81,946 shares 81,946 $2.19M 0.36% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,027 shares; 2019Q1: 11,459 shares; 2019Q2: 11,166 shares; 2019Q3: 10,851 shares; 2019Q4: 12,325 shares 12,325 $2.17M 0.36% +1,474 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,930 shares; 2019Q1: 14,516 shares; 2019Q2: 14,155 shares; 2019Q3: 11,986 shares; 2019Q4: 12,455 shares 12,455 $2.06M 0.34% +469 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 34,404 shares; 2019Q1: 30,907 shares; 2019Q2: 30,658 shares; 2019Q3: 29,609 shares; 2019Q4: 29,274 shares 29,274 $1.8M 0.3% -335 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,135 shares; 2019Q1: 13,661 shares; 2019Q2: 11,660 shares; 2019Q3: 12,288 shares; 2019Q4: 12,037 shares 12,037 $1.68M 0.28% -251 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,160 shares; 2019Q1: 19,035 shares; 2019Q2: 19,286 shares; 2019Q3: 19,337 shares; 2019Q4: 19,383 shares 19,383 $1.66M 0.27% +46 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,743 shares; 2019Q1: 12,790 shares; 2019Q2: 12,480 shares; 2019Q3: 13,808 shares; 2019Q4: 13,824 shares 13,824 $1.64M 0.27% +16 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,336 shares; 2019Q1: 9,992 shares; 2019Q2: 9,681 shares; 2019Q3: 9,689 shares; 2019Q4: 9,632 shares 9,632 $1.64M 0.27% -57 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 38,329 shares; 2019Q1: 33,080 shares; 2019Q2: 30,887 shares; 2019Q3: 23,201 shares; 2019Q4: 22,805 shares 22,805 $1.59M 0.26% -396 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,288 shares; 2019Q1: 13,909 shares; 2019Q2: 13,533 shares; 2019Q3: 13,082 shares; 2019Q4: 12,386 shares 12,386 $1.55M 0.26% -696 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,231 shares; 2019Q1: 7,216 shares; 2019Q2: 7,175 shares; 2019Q3: 7,332 shares; 2019Q4: 6,950 shares 6,950 $1.52M 0.25% -382 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,595 shares; 2019Q1: 20,627 shares; 2019Q2: 17,257 shares; 2019Q3: 17,258 shares; 2019Q4: 17,336 shares 17,336 $1.5M 0.25% +78 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 31,900 shares; 2019Q1: 32,017 shares; 2019Q2: 28,157 shares; 2019Q3: 27,917 shares; 2019Q4: 27,814 shares 27,814 $1.47M 0.24% -103 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,331 shares; 2019Q1: 1,236 shares; 2019Q2: 1,175 shares; 2019Q3: 1,166 shares; 2019Q4: 1,091 shares 1,091 $1.46M 0.24% -75 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,945 shares; 2019Q1: 18,982 shares; 2019Q2: 17,816 shares; 2019Q3: 17,155 shares; 2019Q4: 16,655 shares 16,655 $1.45M 0.24% -500 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 361,713 shares; 2019Q1: 90,306 shares; 2019Q2: 71,622 shares; 2019Q3: 45,046 shares; 2019Q4: 43,073 shares 43,073 $1.33M 0.22% -1,973 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,615 shares; 2019Q1: 3,211 shares; 2019Q2: 3,016 shares; 2019Q3: 3,971 shares; 2019Q4: 3,974 shares 3,974 $1.29M 0.21% +3 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 39,247 shares; 2019Q1: 38,577 shares; 2019Q2: 36,687 shares; 2019Q3: 36,218 shares; 2019Q4: 35,682 shares 35,682 $1.26M 0.21% -536 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,379 shares; 2019Q1: 3,629 shares; 2019Q2: 3,729 shares; 2019Q3: 4,906 shares; 2019Q4: 4,912 shares 4,912 $1.18M 0.2% +6 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 111,619 shares; 2019Q1: 116,809 shares; 2019Q2: 115,722 shares; 2019Q3: 114,976 shares; 2019Q4: 38,577 shares 38,577 $1.16M 0.19% -76,399 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,924 shares; 2019Q1: 27,516 shares; 2019Q2: 26,856 shares; 2019Q3: 29,703 shares; 2019Q4: 29,089 shares 29,089 $1.14M 0.19% -614 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,642 shares; 2019Q1: 10,172 shares; 2019Q2: 10,192 shares; 2019Q3: 10,160 shares; 2019Q4: 9,647 shares 9,647 $1.13M 0.19% -513 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,071 shares; 2019Q1: 7,456 shares; 2019Q2: 8,008 shares; 2019Q3: 8,011 shares; 2019Q4: 8,179 shares 8,179 $1.1M 0.18% +168 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,749 shares; 2019Q1: 6,372 shares; 2019Q2: 6,390 shares; 2019Q3: 5,540 shares; 2019Q4: 5,543 shares 5,543 $1.09M 0.18% +3 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,921 shares; 2019Q1: 18,854 shares; 2019Q2: 18,240 shares; 2019Q3: 18,441 shares; 2019Q4: 18,617 shares 18,617 $1.08M 0.18% +176 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,022 shares; 2019Q1: 6,779 shares; 2019Q2: 5,716 shares; 2019Q3: 5,620 shares; 2019Q4: 5,627 shares 5,627 $1.06M 0.17% +7 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,839 shares; 2019Q1: 18,138 shares; 2019Q2: 18,877 shares; 2019Q3: 14,629 shares; 2019Q4: 14,733 shares 14,733 $1.01M 0.17% +104 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 15,114 shares; 2019Q1: 13,131 shares; 2019Q2: 11,963 shares; 2019Q3: 10,736 shares; 2019Q4: 11,215 shares 11,215 $993K 0.16% +479 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 36,468 shares; 2019Q1: 27,850 shares; 2019Q2: 25,921 shares; 2019Q3: 25,416 shares; 2019Q4: 25,262 shares 25,262 $987K 0.16% -154 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,075 shares; 2019Q1: 4,978 shares; 2019Q2: 4,787 shares; 2019Q3: 4,543 shares; 2019Q4: 4,543 shares 4,543 $966K 0.16% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,162 shares; 2019Q1: 8,122 shares; 2019Q2: 8,605 shares; 2019Q3: 6,734 shares; 2019Q4: 6,735 shares 6,735 $903K 0.15% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,612 shares; 2019Q1: 17,026 shares; 2019Q2: 16,598 shares; 2019Q3: 16,252 shares; 2019Q4: 16,206 shares 16,206 $897K 0.15% -46 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,008 shares; 2019Q1: 7,700 shares; 2019Q2: 7,614 shares; 2019Q3: 7,610 shares; 2019Q4: 6,975 shares 6,975 $895K 0.15% -635 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 549 shares; 2019Q1: 515 shares; 2019Q2: 512 shares; 2019Q3: 512 shares; 2019Q4: 466 shares 466 $861K 0.14% -46 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,987 shares; 2019Q1: 3,991 shares; 2019Q2: 3,996 shares; 2019Q3: 4,001 shares; 2019Q4: 4,006 shares 4,006 $841K 0.14% +5 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,751 shares; 2019Q1: 4,809 shares; 2019Q2: 4,572 shares; 2019Q3: 4,498 shares; 2019Q4: 4,506 shares 4,506 $815K 0.13% +8 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,633 shares; 2019Q1: 4,617 shares; 2019Q2: 4,720 shares; 2019Q3: 4,723 shares; 2019Q4: 4,447 shares 4,447 $799K 0.13% -276 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 659 shares; 2019Q1: 625 shares; 2019Q2: 634 shares; 2019Q3: 607 shares; 2019Q4: 585 shares 585 $782K 0.13% -22 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,530 shares; 2019Q1: 16,220 shares; 2019Q2: 15,510 shares; 2019Q3: 13,068 shares; 2019Q4: 11,960 shares 11,960 $778K 0.13% -1,108 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,681 shares; 2019Q1: 16,906 shares; 2019Q2: 17,017 shares; 2019Q3: 15,613 shares; 2019Q4: 15,310 shares 15,310 $764K 0.13% -303 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,537 shares; 2019Q1: 9,427 shares; 2019Q2: 8,673 shares; 2019Q3: 8,668 shares; 2019Q4: 8,705 shares 8,705 $740K 0.12% +37 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,896 shares; 2019Q1: 5,532 shares; 2019Q2: 9,056 shares; 2019Q3: 17,702 shares; 2019Q4: 17,702 shares 17,702 $734K 0.12% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,611 shares; 2019Q1: 12,611 shares; 2019Q2: 12,691 shares; 2019Q3: 12,692 shares; 2019Q4: 12,741 shares 12,741 $687K 0.11% +49 Timeline BRK-A 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2 shares; 2019Q1: 2 shares; 2019Q2: 2 shares; 2019Q3: 2 shares; 2019Q4: 2 shares 2 $679K 0.11% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,401 shares; 2019Q1: 5,403 shares; 2019Q2: 5,587 shares; 2019Q3: 5,673 shares; 2019Q4: 7,341 shares 7,341 $670K 0.11% +1,668 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,922 shares; 2019Q1: 2,363 shares; 2019Q2: 2,103 shares; 2019Q3: 2,011 shares; 2019Q4: 1,997 shares 1,997 $643K 0.11% -14 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,473 shares; 2019Q1: 10,403 shares; 2019Q2: 8,260 shares; 2019Q3: 8,135 shares; 2019Q4: 8,185 shares 8,185 $619K 0.1% +50 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,890 shares; 2019Q1: 3,890 shares; 2019Q2: 3,915 shares; 2019Q3: 3,866 shares; 2019Q4: 4,174 shares 4,174 $574K 0.09% +308 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,100 shares; 2019Q1: 8,924 shares; 2019Q2: 8,656 shares; 2019Q3: 7,724 shares; 2019Q4: 7,675 shares 7,675 $570K 0.09% -49 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,430 shares; 2019Q1: 6,060 shares; 2019Q2: 8,349 shares; 2019Q3: 16,977 shares; 2019Q4: 16,977 shares 16,977 $557K 0.09% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 24,598 shares; 2019Q1: 17,416 shares; 2019Q2: 12,473 shares; 2019Q3: 11,460 shares; 2019Q4: 10,137 shares 10,137 $545K 0.09% -1,323 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,698 shares; 2019Q1: 5,707 shares; 2019Q2: 5,884 shares; 2019Q3: 5,894 shares; 2019Q4: 5,903 shares 5,903 $537K 0.09% +9 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,933 shares; 2019Q1: 2,933 shares; 2019Q2: 2,933 shares; 2019Q3: 2,909 shares; 2019Q4: 2,910 shares 2,910 $512K 0.08% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,033 shares; 2019Q1: 4,558 shares; 2019Q2: 4,568 shares; 2019Q3: 7,024 shares; 2019Q4: 7,006 shares 7,006 $507K 0.08% -18 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,778 shares; 2019Q1: 5,829 shares; 2019Q2: 5,872 shares; 2019Q3: 5,877 shares; 2019Q4: 5,926 shares 5,926 $504K 0.08% +49 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,091 shares; 2019Q1: 2,068 shares; 2019Q2: 2,069 shares; 2019Q3: 3,294 shares; 2019Q4: 3,245 shares 3,245 $498K 0.08% -49 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,825 shares; 2019Q1: 8,871 shares; 2019Q2: 8,366 shares; 2019Q3: 8,134 shares; 2019Q4: 8,181 shares 8,181 $482K 0.08% +47 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,734 shares; 2019Q1: 5,675 shares; 2019Q2: 5,405 shares; 2019Q3: 5,060 shares; 2019Q4: 5,060 shares 5,060 $479K 0.08% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,388 shares; 2019Q1: 3,356 shares; 2019Q2: 3,356 shares; 2019Q3: 3,356 shares; 2019Q4: 3,334 shares 3,334 $476K 0.08% -22 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,655 shares; 2019Q4: 5,172 shares 5,172 $473K 0.08% +2,517 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,318 shares; 2019Q1: 7,355 shares; 2019Q2: 7,196 shares; 2019Q3: 6,717 shares; 2019Q4: 7,272 shares 7,272 $467K 0.08% +555 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,671 shares; 2019Q1: 4,350 shares; 2019Q2: 4,340 shares; 2019Q3: 4,349 shares; 2019Q4: 4,360 shares 4,360 $463K 0.08% +11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,113 shares; 2019Q1: 4,784 shares; 2019Q2: 4,847 shares; 2019Q3: 4,690 shares; 2019Q4: 4,435 shares 4,435 $452K 0.07% -255 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,373 shares; 2019Q1: 6,874 shares; 2019Q2: 5,014 shares; 2019Q3: 4,978 shares; 2019Q4: 4,862 shares 4,862 $429K 0.07% -116 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 3,659 shares; 2019Q4: 4,015 shares 4,015 $408K 0.07% +356 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,849 shares; 2019Q1: 5,757 shares; 2019Q2: 11,555 shares; 2019Q3: 10,485 shares; 2019Q4: 10,524 shares 10,524 $389K 0.06% +39 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,756 shares; 2019Q1: 4,575 shares; 2019Q2: 4,581 shares; 2019Q3: 3,652 shares; 2019Q4: 3,662 shares 3,662 $370K 0.06% +10 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,241 shares; 2019Q1: 1,055 shares; 2019Q2: 6,330 shares; 2019Q3: 8,221 shares; 2019Q4: 8,230 shares 8,230 $366K 0.06% +9 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,020 shares; 2019Q1: 5,021 shares; 2019Q2: 5,023 shares; 2019Q3: 5,024 shares; 2019Q4: 5,025 shares 5,025 $340K 0.06% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,445 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,951 shares; 2019Q4: 1,952 shares 1,952 $338K 0.06% +1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,616 shares; 2019Q1: 6,314 shares; 2019Q2: 6,314 shares; 2019Q3: 6,314 shares; 2019Q4: 6,314 shares 6,314 $334K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,543 shares; 2019Q1: 3,943 shares; 2019Q2: 4,147 shares; 2019Q3: 3,954 shares; 2019Q4: 4,341 shares 4,341 $331K 0.05% +387 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,803 shares; 2019Q1: 9,098 shares; 2019Q2: 9,403 shares; 2019Q3: 9,403 shares; 2019Q4: 9,403 shares 9,403 $326K 0.05% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,692 shares; 2019Q1: 2,592 shares; 2019Q2: 2,573 shares; 2019Q3: 2,519 shares; 2019Q4: 2,539 shares 2,539 $305K 0.05% +20 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,620 shares 5,620 $301K 0.05% 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 916 shares; 2019Q1: 918 shares; 2019Q2: 920 shares; 2019Q3: 920 shares; 2019Q4: 928 shares 928 $300K 0.05% +8 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,374 shares; 2019Q1: 2,942 shares; 2019Q2: 2,991 shares; 2019Q3: 2,945 shares; 2019Q4: 2,969 shares 2,969 $296K 0.05% +24 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,640 shares; 2019Q1: 2,323 shares; 2019Q2: 2,716 shares; 2019Q3: 2,507 shares; 2019Q4: 2,526 shares 2,526 $284K 0.05% +19 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,156 shares; 2019Q1: 2,212 shares; 2019Q2: 1,908 shares; 2019Q3: 1,909 shares; 2019Q4: 1,909 shares 1,909 $276K 0.05% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,900 shares; 2019Q1: 3,918 shares; 2019Q2: 3,943 shares; 2019Q3: 3,944 shares; 2019Q4: 3,966 shares 3,966 $273K 0.05% +22 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,391 shares; 2019Q1: 936 shares; 2019Q2: 939 shares; 2019Q3: 942 shares; 2019Q4: 927 shares 927 $273K 0.05% -15 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,013 shares; 2019Q1: 5,199 shares; 2019Q2: 4,912 shares; 2019Q3: 4,758 shares; 2019Q4: 4,774 shares 4,774 $263K 0.04% +16 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,174 shares; 2019Q4: 2,174 shares 2,174 $262K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,352 shares; 2019Q1: 5,779 shares; 2019Q2: 5,669 shares; 2019Q3: 5,709 shares; 2019Q4: 5,778 shares 5,778 $259K 0.04% +69 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,287 shares; 2019Q1: 2,065 shares; 2019Q2: 2,051 shares; 2019Q3: 1,724 shares; 2019Q4: 1,725 shares 1,725 $255K 0.04% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,853 shares; 2019Q1: 4,490 shares; 2019Q2: 3,996 shares; 2019Q3: 4,001 shares; 2019Q4: 3,622 shares 3,622 $249K 0.04% -379 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,510 shares; 2019Q1: 3,162 shares; 2019Q2: 2,739 shares; 2019Q3: 1,926 shares; 2019Q4: 1,929 shares 1,929 $247K 0.04% +3 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,287 shares; 2019Q2: 1,287 shares; 2019Q3: 1,288 shares; 2019Q4: 1,257 shares 1,257 $244K 0.04% -31 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,229 shares; 2019Q1: 1,836 shares; 2019Q2: 1,837 shares; 2019Q3: 1,839 shares; 2019Q4: 1,841 shares 1,841 $242K 0.04% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 128 shares; 2019Q1: 119 shares; 2019Q2: 119 shares; 2019Q3: 115 shares; 2019Q4: 115 shares 115 $236K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,445 shares; 2019Q2: 1,445 shares; 2019Q3: 1,445 shares; 2019Q4: 1,445 shares 1,445 $235K 0.04% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 895 shares; 2019Q1: 900 shares; 2019Q2: 834 shares; 2019Q3: 838 shares; 2019Q4: 778 shares 778 $230K 0.04% -60 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,138 shares; 2019Q1: 8,806 shares; 2019Q2: 6,372 shares; 2019Q3: 4,299 shares; 2019Q4: 4,058 shares 4,058 $224K 0.04% -241 OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,924 shares; 2019Q1: 14,924 shares; 2019Q2: 14,924 shares; 2019Q3: 14,924 shares; 2019Q4: 14,924 shares 14,924 $222K 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,170 shares; 2019Q1: 5,491 shares; 2019Q2: not reported; 2019Q3: 5,639 shares; 2019Q4: 5,652 shares 5,652 $212K 0.04% +13 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,949 shares; 2019Q2: 1,849 shares; 2019Q3: 1,849 shares; 2019Q4: 1,849 shares 1,849 $211K 0.03% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,744 shares; 2019Q1: 8,826 shares; 2019Q2: 8,847 shares; 2019Q3: 3,765 shares; 2019Q4: 2,704 shares 2,704 $209K 0.03% -1,061 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 9,429 shares 9,429 $206K 0.03% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 869 shares 869 $204K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 711 shares 711 $203K 0.03% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 182,355 shares; 2019Q1: 26,662 shares; 2019Q2: 8,855 shares; 2019Q3: 3,628 shares; 2019Q4: 3,339 shares 3,339 $200K 0.03% -289 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 17,576 shares; 2019Q4: 17,576 shares 17,576 $191K 0.03% 0 XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,410 shares 4,410 $189K 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,057 shares; 2019Q1: 1,027 shares; 2019Q2: 1,027 shares; 2019Q3: 1,027 shares; 2019Q4: 1,027 shares 1,027 $183K 0.03% 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,460 shares; 2019Q1: 743 shares; 2019Q2: 872 shares; 2019Q3: 765 shares; 2019Q4: 1,093 shares 1,093 $179K 0.03% +328 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 77,863 shares; 2019Q1: 20,026 shares; 2019Q2: 15,435 shares; 2019Q3: 15,346 shares; 2019Q4: 15,357 shares 15,357 $171K 0.03% +11 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,319 shares; 2019Q1: 1,543 shares; 2019Q2: 1,550 shares; 2019Q3: 1,550 shares; 2019Q4: 1,564 shares 1,564 $165K 0.03% +14 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,661 shares 4,661 $156K 0.03% new Timeline DWX 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 3,811 shares 3,811 $153K 0.03% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,571 shares; 2019Q1: 1,571 shares; 2019Q2: 1,719 shares; 2019Q3: 1,610 shares; 2019Q4: 1,627 shares 1,627 $151K 0.02% +17 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,680 shares; 2019Q2: 1,680 shares; 2019Q3: 1,680 shares; 2019Q4: 1,680 shares 1,680 $151K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 952 shares; 2019Q1: 935 shares; 2019Q2: 937 shares; 2019Q3: 875 shares; 2019Q4: 805 shares 805 $133K 0.02% -70 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 540 shares; 2019Q1: 540 shares; 2019Q2: 540 shares; 2019Q3: 540 shares; 2019Q4: 643 shares 643 $125K 0.02% +103 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 645 shares; 2019Q2: 645 shares; 2019Q3: 645 shares; 2019Q4: 648 shares 648 $122K 0.02% +3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 300 shares; 2019Q1: 1,650 shares; 2019Q2: 1,650 shares; 2019Q3: 1,490 shares; 2019Q4: 1,654 shares 1,654 $99K 0.02% +164 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,638 shares; 2019Q1: 4,403 shares; 2019Q2: 8,067 shares; 2019Q3: 2,563 shares; 2019Q4: 2,563 shares 2,563 $90K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 535 shares; 2019Q1: 734 shares; 2019Q2: 734 shares; 2019Q3: 734 shares; 2019Q4: 734 shares 734 $88K 0.01% 0 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 64,705 shares; 2019Q1: 8,783 shares; 2019Q2: 6,867 shares; 2019Q3: 1,066 shares; 2019Q4: 991 shares 991 $81K 0.01% -75 Timeline CWI 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,484 shares; 2019Q1: 3,371 shares; 2019Q2: not reported; 2019Q3: 3,662 shares; 2019Q4: 3,116 shares 3,116 $80K 0.01% -546 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 953 shares; 2019Q1: 953 shares; 2019Q2: 971 shares; 2019Q3: 953 shares; 2019Q4: 953 shares 953 $73K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 542 shares; 2019Q1: 544 shares; 2019Q2: 547 shares; 2019Q3: not reported; 2019Q4: 798 shares 798 $67K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 237 shares; 2019Q1: 237 shares; 2019Q2: 237 shares; 2019Q3: 237 shares; 2019Q4: 311 shares 311 $64K 0.01% +74 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 649 shares; 2019Q2: 899 shares; 2019Q3: 649 shares; 2019Q4: 550 shares 550 $59K 0.01% -99 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 494 shares; 2019Q1: 444 shares; 2019Q2: 646 shares; 2019Q3: 451 shares; 2019Q4: 452 shares 452 $53K 0.01% +1 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,822 shares 1,822 $50K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 455 shares; 2019Q1: 457 shares; 2019Q2: 459 shares; 2019Q3: 460 shares; 2019Q4: 465 shares 465 $43K 0.01% +5 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 988 shares; 2019Q1: 519 shares; 2019Q2: 450 shares; 2019Q3: 452 shares; 2019Q4: 453 shares 453 $41K 0.01% +1 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 3,347 shares; 2019Q2: 3,347 shares; 2019Q3: 3,557 shares; 2019Q4: 995 shares 995 $40K 0.01% -2,562 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 115 shares; 2019Q1: 115 shares; 2019Q2: 115 shares; 2019Q3: 115 shares; 2019Q4: 95 shares 95 $40K 0.01% -20 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 164 shares; 2019Q1: 163 shares; 2019Q2: 163 shares; 2019Q3: 164 shares; 2019Q4: 164 shares 164 $35K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 240 shares; 2019Q3: 326 shares; 2019Q4: 328 shares 328 $24K <0.01% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 178 shares; 2019Q2: 178 shares; 2019Q3: 178 shares; 2019Q4: 178 shares 178 $24K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 285 shares; 2019Q1: 228 shares; 2019Q2: 228 shares; 2019Q3: 228 shares; 2019Q4: 228 shares 228 $23K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 196 shares; 2019Q4: 197 shares 197 $21K <0.01% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 102 shares 102 $20K <0.01% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 256 shares; 2019Q1: 292 shares; 2019Q2: 311 shares; 2019Q3: 313 shares; 2019Q4: 353 shares 353 $19K <0.01% +40 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 350 shares 350 $15K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,981 shares; 2019Q1: 2,965 shares; 2019Q2: 2,474 shares; 2019Q3: 1,526 shares; 2019Q4: 275 shares 275 $15K <0.01% -1,251 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 188 shares; 2019Q1: 329 shares; 2019Q2: 757 shares; 2019Q3: 835 shares; 2019Q4: 288 shares 288 $15K <0.01% -547 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 685 shares; 2019Q1: 121 shares; 2019Q2: 121 shares; 2019Q3: 121 shares; 2019Q4: 121 shares 121 $15K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 59 shares; 2019Q2: 59 shares; 2019Q3: 59 shares; 2019Q4: 59 shares 59 $14K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 163 shares; 2019Q1: 288 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 129 shares 129 $11K <0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 51 shares 51 $6K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 43 shares 43 $5K <0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 398 shares; 2019Q1: 227 shares; 2019Q2: 51 shares; 2019Q3: 47 shares; 2019Q4: 47 shares 47 $4K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 131 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 22 shares 22 $4K <0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 157 shares 157 $4K <0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,199 shares; 2019Q1: 638 shares; 2019Q2: 642 shares; 2019Q3: 90 shares; 2019Q4: 90 shares 90 $3K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17 shares; 2019Q1: 17 shares; 2019Q2: 26 shares; 2019Q3: 17 shares; 2019Q4: 17 shares 17 $2K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35 shares; 2019Q1: 35 shares; 2019Q2: 51 shares; 2019Q3: 35 shares; 2019Q4: 36 shares 36 $2K <0.01% +1 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 45 shares; 2019Q1: 45 shares; 2019Q2: 135 shares; 2019Q3: 135 shares; 2019Q4: 45 shares 45 $2K <0.01% -90 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5 shares; 2019Q1: 5 shares; 2019Q2: 5 shares; 2019Q3: 16 shares; 2019Q4: 5 shares 5 $1K <0.01% -11 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 98 shares; 2019Q3: not reported; 2019Q4: 7 shares 7 $1K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5 shares 5 $1K <0.01% new 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; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 7 shares 7 $1K <0.01% new Timeline