BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 569,938 shares; 2019Q1: 641,301 shares; 2019Q2: 672,199 shares; 2019Q3: 708,634 shares; 2019Q4: 742,430 shares; 2020Q1: 764,476 shares 764,476 $65.2M 11.58% +22,046 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,383,137 shares; 2019Q1: 1,279,945 shares; 2019Q2: 1,275,547 shares; 2019Q3: 1,313,158 shares; 2019Q4: 1,322,927 shares; 2020Q1: 1,037,100 shares 1,037,100 $42.5M 7.55% -285,827 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 992,747 shares; 2019Q1: 1,079,129 shares; 2019Q2: 1,125,460 shares; 2019Q3: 1,183,714 shares; 2019Q4: 2,263,853 shares; 2020Q1: 2,717,628 shares 2,717,628 $41M 7.27% +453,775 IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 140,344 shares; 2019Q1: 189,017 shares; 2019Q2: 203,472 shares; 2019Q3: 218,112 shares; 2019Q4: 230,846 shares; 2020Q1: 269,631 shares 269,631 $36M 6.38% +38,785 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 219,661 shares; 2019Q1: 224,615 shares; 2019Q2: 226,235 shares; 2019Q3: 226,253 shares; 2019Q4: 228,158 shares; 2020Q1: 225,854 shares 225,854 $35.4M 6.28% -2,304 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 395,667 shares; 2019Q1: 399,241 shares; 2019Q2: 407,451 shares; 2019Q3: 412,808 shares; 2019Q4: 415,735 shares; 2020Q1: 340,802 shares 340,802 $35.2M 6.26% -74,933 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 296,651 shares; 2019Q1: 470,792 shares; 2019Q2: 498,754 shares; 2019Q3: 542,941 shares; 2019Q4: 583,674 shares; 2020Q1: 622,252 shares 622,252 $30.3M 5.38% +38,578 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,224,954 shares 1,224,954 $29.6M 5.25% new 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; 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; 2020Q1: 1,039,960 shares 1,039,960 $22.9M 4.07% -428,163 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 708,643 shares; 2019Q2: 816,014 shares; 2019Q3: 948,794 shares; 2019Q4: 1,021,514 shares; 2020Q1: 873,053 shares 873,053 $21.4M 3.8% -148,461 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 83,674 shares; 2019Q1: 74,329 shares; 2019Q2: 74,803 shares; 2019Q3: 72,790 shares; 2019Q4: 74,357 shares; 2020Q1: 779,342 shares 779,342 $20.1M 3.58% +704,985 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 226,361 shares 226,361 $14.2M 2.52% new Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 572,243 shares 572,243 $12M 2.13% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 103,005 shares; 2019Q1: 84,983 shares; 2019Q2: 82,371 shares; 2019Q3: 77,490 shares; 2019Q4: 75,058 shares; 2020Q1: 52,825 shares 52,825 $11.2M 1.99% -22,233 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 74,417 shares; 2019Q1: 72,302 shares; 2019Q2: 69,059 shares; 2019Q3: 67,569 shares; 2019Q4: 67,622 shares; 2020Q1: 64,813 shares 64,813 $7.88M 1.4% -2,809 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 121,005 shares; 2019Q1: 120,953 shares; 2019Q2: 116,802 shares; 2019Q3: 113,878 shares; 2019Q4: 114,582 shares; 2020Q1: 111,212 shares 111,212 $7.87M 1.4% -3,370 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 270,957 shares 270,957 $7.17M 1.27% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 58,017 shares; 2019Q1: 53,085 shares; 2019Q2: 50,791 shares; 2019Q3: 49,571 shares; 2019Q4: 47,092 shares; 2020Q1: 45,348 shares 45,348 $7.15M 1.27% -1,744 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 108,942 shares; 2019Q1: 114,602 shares; 2019Q2: 110,184 shares; 2019Q3: 107,903 shares; 2019Q4: 106,269 shares; 2020Q1: 115,840 shares 115,840 $7M 1.24% +9,571 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 306,331 shares 306,331 $6.51M 1.16% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 30,835 shares; 2019Q1: 28,966 shares; 2019Q2: 27,748 shares; 2019Q3: 26,982 shares; 2019Q4: 26,719 shares; 2020Q1: 27,891 shares 27,891 $5.1M 0.91% +1,172 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 43,126 shares; 2019Q1: 40,437 shares; 2019Q2: 38,799 shares; 2019Q3: 39,488 shares; 2019Q4: 38,244 shares; 2020Q1: 35,517 shares 35,517 $4.66M 0.83% -2,727 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,645 shares; 2019Q1: 20,812 shares; 2019Q2: 19,745 shares; 2019Q3: 19,189 shares; 2019Q4: 18,293 shares; 2020Q1: 16,204 shares 16,204 $4.12M 0.73% -2,089 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 82,762 shares; 2019Q1: 80,444 shares; 2019Q2: 79,359 shares; 2019Q3: 79,531 shares; 2019Q4: 78,200 shares; 2020Q1: 74,165 shares 74,165 $4.01M 0.71% -4,035 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 48,171 shares; 2019Q1: 47,531 shares; 2019Q2: 46,765 shares; 2019Q3: 47,453 shares; 2019Q4: 47,937 shares; 2020Q1: 70,082 shares 70,082 $3.1M 0.55% +22,145 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 631,399 shares; 2019Q1: 678,207 shares; 2019Q2: 730,006 shares; 2019Q3: 781,310 shares; 2019Q4: 370,665 shares; 2020Q1: 50,562 shares 50,562 $2.62M 0.46% -320,103 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 29,526 shares; 2019Q1: 26,615 shares; 2019Q2: 25,682 shares; 2019Q3: 24,801 shares; 2019Q4: 24,446 shares; 2020Q1: 21,738 shares 21,738 $2.61M 0.46% -2,708 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 29,653 shares; 2019Q1: 27,931 shares; 2019Q2: 27,014 shares; 2019Q3: 25,988 shares; 2019Q4: 25,324 shares; 2020Q1: 26,088 shares 26,088 $2.25M 0.4% +764 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,002 shares; 2019Q1: 25,876 shares; 2019Q2: 25,029 shares; 2019Q3: 25,331 shares; 2019Q4: 26,243 shares; 2020Q1: 26,247 shares 26,247 $2.09M 0.37% +4 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 45,555 shares; 2020Q1: 65,253 shares 65,253 $2.01M 0.36% +19,698 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 212,177 shares; 2019Q1: 233,798 shares; 2019Q2: 220,830 shares; 2019Q3: 218,374 shares; 2019Q4: 221,166 shares; 2020Q1: 96,761 shares 96,761 $2M 0.36% -124,405 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 54,381 shares; 2019Q1: 50,367 shares; 2019Q2: 50,081 shares; 2019Q3: 49,594 shares; 2019Q4: 48,331 shares; 2020Q1: 44,119 shares 44,119 $1.73M 0.31% -4,212 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,027 shares; 2019Q1: 11,459 shares; 2019Q2: 11,166 shares; 2019Q3: 10,851 shares; 2019Q4: 12,325 shares; 2020Q1: 11,759 shares 11,759 $1.6M 0.28% -566 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 34,404 shares; 2019Q1: 30,907 shares; 2019Q2: 30,658 shares; 2019Q3: 29,609 shares; 2019Q4: 29,274 shares; 2020Q1: 28,155 shares 28,155 $1.51M 0.27% -1,119 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 258,840 shares; 2019Q1: 74,299 shares; 2019Q2: 70,175 shares; 2019Q3: 58,684 shares; 2019Q4: 56,342 shares; 2020Q1: 42,346 shares 42,346 $1.51M 0.27% -13,996 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,930 shares; 2019Q1: 14,516 shares; 2019Q2: 14,155 shares; 2019Q3: 11,986 shares; 2019Q4: 12,455 shares; 2020Q1: 12,717 shares 12,717 $1.46M 0.26% +262 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 25,893 shares; 2019Q1: 23,642 shares; 2019Q2: 22,102 shares; 2019Q3: 19,354 shares; 2019Q4: 18,320 shares; 2020Q1: 19,229 shares 19,229 $1.39M 0.25% +909 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,743 shares; 2019Q1: 12,790 shares; 2019Q2: 12,480 shares; 2019Q3: 13,808 shares; 2019Q4: 13,824 shares; 2020Q1: 12,251 shares 12,251 $1.39M 0.25% -1,573 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,756 shares; 2019Q1: 4,575 shares; 2019Q2: 4,581 shares; 2019Q3: 3,652 shares; 2019Q4: 3,662 shares; 2020Q1: 16,880 shares 16,880 $1.37M 0.24% +13,218 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,231 shares; 2019Q1: 7,216 shares; 2019Q2: 7,175 shares; 2019Q3: 7,332 shares; 2019Q4: 6,950 shares; 2020Q1: 6,916 shares 6,916 $1.29M 0.23% -34 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,288 shares; 2019Q1: 13,909 shares; 2019Q2: 13,533 shares; 2019Q3: 13,082 shares; 2019Q4: 12,386 shares; 2020Q1: 11,733 shares 11,733 $1.29M 0.23% -653 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,336 shares; 2019Q1: 9,992 shares; 2019Q2: 9,681 shares; 2019Q3: 9,689 shares; 2019Q4: 9,632 shares; 2020Q1: 9,343 shares 9,343 $1.28M 0.23% -289 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 31,900 shares; 2019Q1: 32,017 shares; 2019Q2: 28,157 shares; 2019Q3: 27,917 shares; 2019Q4: 27,814 shares; 2020Q1: 25,443 shares 25,443 $1.23M 0.22% -2,371 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,331 shares; 2019Q1: 1,236 shares; 2019Q2: 1,175 shares; 2019Q3: 1,166 shares; 2019Q4: 1,091 shares; 2020Q1: 1,045 shares 1,045 $1.21M 0.22% -46 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 73,545 shares; 2019Q1: 56,980 shares; 2019Q2: 47,883 shares; 2019Q3: 47,631 shares; 2019Q4: 47,642 shares; 2020Q1: 22,323 shares 22,323 $1.19M 0.21% -25,319 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,945 shares; 2019Q1: 18,982 shares; 2019Q2: 17,816 shares; 2019Q3: 17,155 shares; 2019Q4: 16,655 shares; 2020Q1: 14,902 shares 14,902 $1.18M 0.21% -1,753 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,135 shares; 2019Q1: 13,661 shares; 2019Q2: 11,660 shares; 2019Q3: 12,288 shares; 2019Q4: 12,037 shares; 2020Q1: 12,919 shares 12,919 $1.16M 0.21% +882 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 916 shares; 2019Q1: 918 shares; 2019Q2: 920 shares; 2019Q3: 920 shares; 2019Q4: 928 shares; 2020Q1: 4,216 shares 4,216 $1.09M 0.19% +3,288 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 28,924 shares; 2019Q1: 27,516 shares; 2019Q2: 26,856 shares; 2019Q3: 29,703 shares; 2019Q4: 29,089 shares; 2020Q1: 29,882 shares 29,882 $975K 0.17% +793 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,071 shares; 2019Q1: 7,456 shares; 2019Q2: 8,008 shares; 2019Q3: 8,011 shares; 2019Q4: 8,179 shares; 2020Q1: 8,739 shares 8,739 $969K 0.17% +560 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,044 shares 5,044 $954K 0.17% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 38,329 shares; 2019Q1: 33,080 shares; 2019Q2: 30,887 shares; 2019Q3: 23,201 shares; 2019Q4: 22,805 shares; 2020Q1: 24,036 shares 24,036 $913K 0.16% +1,231 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,160 shares; 2019Q1: 19,035 shares; 2019Q2: 19,286 shares; 2019Q3: 19,337 shares; 2019Q4: 19,383 shares; 2020Q1: 19,401 shares 19,401 $885K 0.16% +18 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,379 shares; 2019Q1: 3,629 shares; 2019Q2: 3,729 shares; 2019Q3: 4,906 shares; 2019Q4: 4,912 shares; 2020Q1: 4,349 shares 4,349 $882K 0.16% -563 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,642 shares; 2019Q1: 10,172 shares; 2019Q2: 10,192 shares; 2019Q3: 10,160 shares; 2019Q4: 9,647 shares; 2020Q1: 9,288 shares 9,288 $868K 0.15% -359 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 15,114 shares; 2019Q1: 13,131 shares; 2019Q2: 11,963 shares; 2019Q3: 10,736 shares; 2019Q4: 11,215 shares; 2020Q1: 10,998 shares 10,998 $838K 0.15% -217 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,749 shares; 2019Q1: 6,372 shares; 2019Q2: 6,390 shares; 2019Q3: 5,540 shares; 2019Q4: 5,543 shares; 2020Q1: 5,027 shares 5,027 $831K 0.15% -516 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,922 shares; 2019Q1: 2,363 shares; 2019Q2: 2,103 shares; 2019Q3: 2,011 shares; 2019Q4: 1,997 shares; 2020Q1: 3,168 shares 3,168 $817K 0.15% +1,171 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 361,713 shares; 2019Q1: 90,306 shares; 2019Q2: 71,622 shares; 2019Q3: 45,046 shares; 2019Q4: 43,073 shares; 2020Q1: 39,163 shares 39,163 $815K 0.14% -3,910 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,401 shares; 2019Q1: 5,403 shares; 2019Q2: 5,587 shares; 2019Q3: 5,673 shares; 2019Q4: 7,341 shares; 2020Q1: 9,854 shares 9,854 $797K 0.14% +2,513 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,022 shares; 2019Q1: 6,779 shares; 2019Q2: 5,716 shares; 2019Q3: 5,620 shares; 2019Q4: 5,627 shares; 2020Q1: 4,945 shares 4,945 $797K 0.14% -682 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,388 shares; 2019Q1: 3,356 shares; 2019Q2: 3,356 shares; 2019Q3: 3,356 shares; 2019Q4: 3,334 shares; 2020Q1: 5,257 shares 5,257 $778K 0.14% +1,923 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,921 shares; 2019Q1: 18,854 shares; 2019Q2: 18,240 shares; 2019Q3: 18,441 shares; 2019Q4: 18,617 shares; 2020Q1: 17,126 shares 17,126 $770K 0.14% -1,491 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 39,247 shares; 2019Q1: 38,577 shares; 2019Q2: 36,687 shares; 2019Q3: 36,218 shares; 2019Q4: 35,682 shares; 2020Q1: 35,375 shares 35,375 $751K 0.13% -307 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 36,468 shares; 2019Q1: 27,850 shares; 2019Q2: 25,921 shares; 2019Q3: 25,416 shares; 2019Q4: 25,262 shares; 2020Q1: 24,966 shares 24,966 $728K 0.13% -296 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 12,611 shares; 2019Q1: 12,611 shares; 2019Q2: 12,691 shares; 2019Q3: 12,692 shares; 2019Q4: 12,741 shares; 2020Q1: 16,039 shares 16,039 $716K 0.13% +3,298 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 549 shares; 2019Q1: 515 shares; 2019Q2: 512 shares; 2019Q3: 512 shares; 2019Q4: 466 shares; 2020Q1: 366 shares 366 $714K 0.13% -100 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,023 shares 9,023 $706K 0.13% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,896 shares; 2019Q1: 5,532 shares; 2019Q2: 9,056 shares; 2019Q3: 17,702 shares; 2019Q4: 17,702 shares; 2020Q1: 19,645 shares 19,645 $692K 0.12% +1,943 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,612 shares; 2019Q1: 17,026 shares; 2019Q2: 16,598 shares; 2019Q3: 16,252 shares; 2019Q4: 16,206 shares; 2020Q1: 15,236 shares 15,236 $674K 0.12% -970 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 15,928 shares 15,928 $655K 0.12% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,008 shares; 2019Q1: 7,700 shares; 2019Q2: 7,614 shares; 2019Q3: 7,610 shares; 2019Q4: 6,975 shares; 2020Q1: 6,548 shares 6,548 $654K 0.12% -427 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,162 shares; 2019Q1: 8,122 shares; 2019Q2: 8,605 shares; 2019Q3: 6,734 shares; 2019Q4: 6,735 shares; 2020Q1: 5,923 shares 5,923 $650K 0.12% -812 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,075 shares; 2019Q1: 4,978 shares; 2019Q2: 4,787 shares; 2019Q3: 4,543 shares; 2019Q4: 4,543 shares; 2020Q1: 3,346 shares 3,346 $637K 0.11% -1,197 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,987 shares; 2019Q1: 3,991 shares; 2019Q2: 3,996 shares; 2019Q3: 4,001 shares; 2019Q4: 4,006 shares; 2020Q1: 3,821 shares 3,821 $636K 0.11% -185 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,633 shares; 2019Q1: 4,617 shares; 2019Q2: 4,720 shares; 2019Q3: 4,723 shares; 2019Q4: 4,447 shares; 2020Q1: 4,449 shares 4,449 $632K 0.11% +2 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 111,619 shares; 2019Q1: 116,809 shares; 2019Q2: 115,722 shares; 2019Q3: 114,976 shares; 2019Q4: 38,577 shares; 2020Q1: 20,018 shares 20,018 $615K 0.11% -18,559 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,033 shares; 2019Q1: 4,558 shares; 2019Q2: 4,568 shares; 2019Q3: 7,024 shares; 2019Q4: 7,006 shares; 2020Q1: 10,377 shares 10,377 $595K 0.11% +3,371 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,430 shares; 2019Q1: 6,060 shares; 2019Q2: 8,349 shares; 2019Q3: 16,977 shares; 2019Q4: 16,977 shares; 2020Q1: 24,372 shares 24,372 $595K 0.11% +7,395 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 659 shares; 2019Q1: 625 shares; 2019Q2: 634 shares; 2019Q3: 607 shares; 2019Q4: 585 shares; 2020Q1: 510 shares 510 $593K 0.11% -75 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,682 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 17,776 shares 17,776 $593K 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,681 shares; 2019Q1: 16,906 shares; 2019Q2: 17,017 shares; 2019Q3: 15,613 shares; 2019Q4: 15,310 shares; 2020Q1: 15,307 shares 15,307 $592K 0.11% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 19,839 shares; 2019Q1: 18,138 shares; 2019Q2: 18,877 shares; 2019Q3: 14,629 shares; 2019Q4: 14,733 shares; 2020Q1: 10,993 shares 10,993 $584K 0.1% -3,740 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 23,308 shares 23,308 $584K 0.1% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,751 shares; 2019Q1: 4,809 shares; 2019Q2: 4,572 shares; 2019Q3: 4,498 shares; 2019Q4: 4,506 shares; 2020Q1: 4,108 shares 4,108 $580K 0.1% -398 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,778 shares; 2019Q1: 5,829 shares; 2019Q2: 5,872 shares; 2019Q3: 5,877 shares; 2019Q4: 5,926 shares; 2020Q1: 7,851 shares 7,851 $573K 0.1% +1,925 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2 shares; 2019Q1: 2 shares; 2019Q2: 2 shares; 2019Q3: 2 shares; 2019Q4: 2 shares; 2020Q1: 2 shares 2 $544K 0.1% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,890 shares; 2019Q1: 3,890 shares; 2019Q2: 3,915 shares; 2019Q3: 3,866 shares; 2019Q4: 4,174 shares; 2020Q1: 4,144 shares 4,144 $530K 0.09% -30 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,537 shares; 2019Q1: 9,427 shares; 2019Q2: 8,673 shares; 2019Q3: 8,668 shares; 2019Q4: 8,705 shares; 2020Q1: 8,392 shares 8,392 $528K 0.09% -313 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,615 shares; 2019Q1: 3,211 shares; 2019Q2: 3,016 shares; 2019Q3: 3,971 shares; 2019Q4: 3,974 shares; 2020Q1: 3,410 shares 3,410 $509K 0.09% -564 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 182,355 shares; 2019Q1: 26,662 shares; 2019Q2: 8,855 shares; 2019Q3: 3,628 shares; 2019Q4: 3,339 shares; 2020Q1: 17,266 shares 17,266 $502K 0.09% +13,927 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,530 shares; 2019Q1: 16,220 shares; 2019Q2: 15,510 shares; 2019Q3: 13,068 shares; 2019Q4: 11,960 shares; 2020Q1: 15,197 shares 15,197 $468K 0.08% +3,237 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 953 shares; 2019Q1: 953 shares; 2019Q2: 971 shares; 2019Q3: 953 shares; 2019Q4: 953 shares; 2020Q1: 7,551 shares 7,551 $463K 0.08% +6,598 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,100 shares; 2019Q1: 8,924 shares; 2019Q2: 8,656 shares; 2019Q3: 7,724 shares; 2019Q4: 7,675 shares; 2020Q1: 7,687 shares 7,687 $456K 0.08% +12 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,698 shares; 2019Q1: 5,707 shares; 2019Q2: 5,884 shares; 2019Q3: 5,894 shares; 2019Q4: 5,903 shares; 2020Q1: 5,806 shares 5,806 $447K 0.08% -97 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,473 shares; 2019Q1: 10,403 shares; 2019Q2: 8,260 shares; 2019Q3: 8,135 shares; 2019Q4: 8,185 shares; 2020Q1: 8,372 shares 8,372 $431K 0.08% +187 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,933 shares; 2019Q1: 2,933 shares; 2019Q2: 2,933 shares; 2019Q3: 2,909 shares; 2019Q4: 2,910 shares; 2020Q1: 2,774 shares 2,774 $418K 0.07% -136 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,318 shares; 2019Q1: 7,355 shares; 2019Q2: 7,196 shares; 2019Q3: 6,717 shares; 2019Q4: 7,272 shares; 2020Q1: 7,463 shares 7,463 $416K 0.07% +191 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,734 shares; 2019Q1: 5,675 shares; 2019Q2: 5,405 shares; 2019Q3: 5,060 shares; 2019Q4: 5,060 shares; 2020Q1: 4,860 shares 4,860 $401K 0.07% -200 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,091 shares; 2019Q1: 2,068 shares; 2019Q2: 2,069 shares; 2019Q3: 3,294 shares; 2019Q4: 3,245 shares; 2020Q1: 2,759 shares 2,759 $382K 0.07% -486 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,825 shares; 2019Q1: 8,871 shares; 2019Q2: 8,366 shares; 2019Q3: 8,134 shares; 2019Q4: 8,181 shares; 2020Q1: 8,083 shares 8,083 $370K 0.07% -98 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,319 shares; 2019Q1: 1,543 shares; 2019Q2: 1,550 shares; 2019Q3: 1,550 shares; 2019Q4: 1,564 shares; 2020Q1: 4,796 shares 4,796 $353K 0.06% +3,232 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,849 shares; 2019Q1: 5,757 shares; 2019Q2: 11,555 shares; 2019Q3: 10,485 shares; 2019Q4: 10,524 shares; 2020Q1: 10,357 shares 10,357 $324K 0.06% -167 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 540 shares; 2019Q1: 540 shares; 2019Q2: 540 shares; 2019Q3: 540 shares; 2019Q4: 643 shares; 2020Q1: 1,938 shares 1,938 $320K 0.06% +1,295 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,391 shares; 2019Q1: 936 shares; 2019Q2: 939 shares; 2019Q3: 942 shares; 2019Q4: 927 shares; 2020Q1: 1,254 shares 1,254 $313K 0.06% +327 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,373 shares; 2019Q1: 6,874 shares; 2019Q2: 5,014 shares; 2019Q3: 4,978 shares; 2019Q4: 4,862 shares; 2020Q1: 4,595 shares 4,595 $311K 0.06% -267 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,671 shares; 2019Q1: 4,350 shares; 2019Q2: 4,340 shares; 2019Q3: 4,349 shares; 2019Q4: 4,360 shares; 2020Q1: 4,114 shares 4,114 $310K 0.06% -246 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,924 shares; 2019Q1: 14,924 shares; 2019Q2: 14,924 shares; 2019Q3: 14,924 shares; 2019Q4: 14,924 shares; 2020Q1: 19,562 shares 19,562 $301K 0.05% +4,638 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,620 shares; 2020Q1: 5,639 shares 5,639 $298K 0.05% +19 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,113 shares; 2019Q1: 4,784 shares; 2019Q2: 4,847 shares; 2019Q3: 4,690 shares; 2019Q4: 4,435 shares; 2020Q1: 3,317 shares 3,317 $294K 0.05% -1,118 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 24,598 shares; 2019Q1: 17,416 shares; 2019Q2: 12,473 shares; 2019Q3: 11,460 shares; 2019Q4: 10,137 shares; 2020Q1: 10,169 shares 10,169 $292K 0.05% +32 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,020 shares; 2019Q1: 5,021 shares; 2019Q2: 5,023 shares; 2019Q3: 5,024 shares; 2019Q4: 5,025 shares; 2020Q1: 5,030 shares 5,030 $279K 0.05% +5 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,241 shares; 2019Q1: 1,055 shares; 2019Q2: 6,330 shares; 2019Q3: 8,221 shares; 2019Q4: 8,230 shares; 2020Q1: 7,760 shares 7,760 $260K 0.05% -470 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,640 shares; 2019Q1: 2,323 shares; 2019Q2: 2,716 shares; 2019Q3: 2,507 shares; 2019Q4: 2,526 shares; 2020Q1: 2,239 shares 2,239 $258K 0.05% -287 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,445 shares; 2019Q2: 1,445 shares; 2019Q3: 1,445 shares; 2019Q4: 1,445 shares; 2020Q1: 1,765 shares 1,765 $254K 0.05% +320 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,744 shares; 2019Q1: 8,826 shares; 2019Q2: 8,847 shares; 2019Q3: 3,765 shares; 2019Q4: 2,704 shares; 2020Q1: 4,130 shares 4,130 $244K 0.04% +1,426 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,445 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,951 shares; 2019Q4: 1,952 shares; 2020Q1: 1,758 shares 1,758 $243K 0.04% -194 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,853 shares; 2019Q1: 4,490 shares; 2019Q2: 3,996 shares; 2019Q3: 4,001 shares; 2019Q4: 3,622 shares; 2020Q1: 3,641 shares 3,641 $242K 0.04% +19 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,287 shares; 2019Q1: 2,065 shares; 2019Q2: 2,051 shares; 2019Q3: 1,724 shares; 2019Q4: 1,725 shares; 2020Q1: 2,056 shares 2,056 $239K 0.04% +331 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,229 shares; 2019Q1: 1,836 shares; 2019Q2: 1,837 shares; 2019Q3: 1,839 shares; 2019Q4: 1,841 shares; 2020Q1: 1,708 shares 1,708 $237K 0.04% -133 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,013 shares; 2019Q1: 5,199 shares; 2019Q2: 4,912 shares; 2019Q3: 4,758 shares; 2019Q4: 4,774 shares; 2020Q1: 4,629 shares 4,629 $232K 0.04% -145 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,738 shares 1,738 $228K 0.04% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,616 shares; 2019Q1: 6,314 shares; 2019Q2: 6,314 shares; 2019Q3: 6,314 shares; 2019Q4: 6,314 shares; 2020Q1: 6,314 shares 6,314 $216K 0.04% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 3,900 shares; 2019Q1: 3,918 shares; 2019Q2: 3,943 shares; 2019Q3: 3,944 shares; 2019Q4: 3,966 shares; 2020Q1: 3,513 shares 3,513 $214K 0.04% -453 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 81,946 shares; 2020Q1: 8,857 shares 8,857 $211K 0.04% -73,089 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,156 shares; 2019Q1: 2,212 shares; 2019Q2: 1,908 shares; 2019Q3: 1,909 shares; 2019Q4: 1,909 shares; 2020Q1: 2,112 shares 2,112 $204K 0.04% +203 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,571 shares; 2019Q1: 1,571 shares; 2019Q2: 1,719 shares; 2019Q3: 1,610 shares; 2019Q4: 1,627 shares; 2020Q1: 2,467 shares 2,467 $172K 0.03% +840 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 895 shares; 2019Q1: 900 shares; 2019Q2: 834 shares; 2019Q3: 838 shares; 2019Q4: 778 shares; 2020Q1: 709 shares 709 $168K 0.03% -69 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,460 shares; 2019Q1: 743 shares; 2019Q2: 872 shares; 2019Q3: 765 shares; 2019Q4: 1,093 shares; 2020Q1: 1,300 shares 1,300 $168K 0.03% +207 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,803 shares; 2019Q1: 9,098 shares; 2019Q2: 9,403 shares; 2019Q3: 9,403 shares; 2019Q4: 9,403 shares; 2020Q1: 6,896 shares 6,896 $168K 0.03% -2,507 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,822 shares; 2020Q1: 7,267 shares 7,267 $152K 0.03% +5,445 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 17,576 shares; 2019Q4: 17,576 shares; 2020Q1: 17,576 shares 17,576 $143K 0.03% 0 GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 77,863 shares; 2019Q1: 20,026 shares; 2019Q2: 15,435 shares; 2019Q3: 15,346 shares; 2019Q4: 15,357 shares; 2020Q1: 17,928 shares 17,928 $142K 0.03% +2,571 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,057 shares; 2019Q1: 1,027 shares; 2019Q2: 1,027 shares; 2019Q3: 1,027 shares; 2019Q4: 1,027 shares; 2020Q1: 996 shares 996 $141K 0.03% -31 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 103,897 shares; 2020Q1: 5,848 shares 5,848 $137K 0.02% -98,049 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 163 shares; 2019Q1: 288 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 129 shares; 2020Q1: 2,423 shares 2,423 $136K 0.02% +2,294 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,692 shares; 2019Q1: 2,592 shares; 2019Q2: 2,573 shares; 2019Q3: 2,519 shares; 2019Q4: 2,539 shares; 2020Q1: 1,382 shares 1,382 $135K 0.02% -1,157 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,174 shares; 2019Q4: 2,174 shares; 2020Q1: 1,194 shares 1,194 $129K 0.02% -980 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 952 shares; 2019Q1: 935 shares; 2019Q2: 937 shares; 2019Q3: 875 shares; 2019Q4: 805 shares; 2020Q1: 1,020 shares 1,020 $118K 0.02% +215 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,680 shares; 2019Q2: 1,680 shares; 2019Q3: 1,680 shares; 2019Q4: 1,680 shares; 2020Q1: 1,680 shares 1,680 $114K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 535 shares; 2019Q1: 734 shares; 2019Q2: 734 shares; 2019Q3: 734 shares; 2019Q4: 734 shares; 2020Q1: 1,168 shares 1,168 $104K 0.02% +434 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,227 shares 4,227 $102K 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,774 shares 3,774 $90K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 11,679 shares 11,679 $86K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,352 shares; 2019Q1: 5,779 shares; 2019Q2: 5,669 shares; 2019Q3: 5,709 shares; 2019Q4: 5,778 shares; 2020Q1: 2,497 shares 2,497 $85K 0.02% -3,281 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 645 shares; 2019Q2: 645 shares; 2019Q3: 645 shares; 2019Q4: 648 shares; 2020Q1: 560 shares 560 $83K 0.01% -88 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,595 shares; 2019Q1: 20,627 shares; 2019Q2: 17,257 shares; 2019Q3: 17,258 shares; 2019Q4: 17,336 shares; 2020Q1: 1,162 shares 1,162 $83K 0.01% -16,174 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,638 shares; 2019Q1: 4,403 shares; 2019Q2: 8,067 shares; 2019Q3: 2,563 shares; 2019Q4: 2,563 shares; 2020Q1: 2,712 shares 2,712 $79K 0.01% +149 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 300 shares; 2019Q1: 1,650 shares; 2019Q2: 1,650 shares; 2019Q3: 1,490 shares; 2019Q4: 1,654 shares; 2020Q1: 1,490 shares 1,490 $64K 0.01% -164 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,484 shares; 2019Q1: 3,371 shares; 2019Q2: not reported; 2019Q3: 3,662 shares; 2019Q4: 3,116 shares; 2020Q1: 3,123 shares 3,123 $62K 0.01% +7 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,313 shares 2,313 $59K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 494 shares; 2019Q1: 444 shares; 2019Q2: 646 shares; 2019Q3: 451 shares; 2019Q4: 452 shares; 2020Q1: 452 shares 452 $53K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 237 shares; 2019Q1: 237 shares; 2019Q2: 237 shares; 2019Q3: 237 shares; 2019Q4: 311 shares; 2020Q1: 311 shares 311 $45K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 64,705 shares; 2019Q1: 8,783 shares; 2019Q2: 6,867 shares; 2019Q3: 1,066 shares; 2019Q4: 991 shares; 2020Q1: 757 shares 757 $45K 0.01% -234 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 313 shares 313 $43K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 649 shares; 2019Q2: 899 shares; 2019Q3: 649 shares; 2019Q4: 550 shares; 2020Q1: 520 shares 520 $42K 0.01% -30 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5,981 shares; 2019Q1: 2,965 shares; 2019Q2: 2,474 shares; 2019Q3: 1,526 shares; 2019Q4: 275 shares; 2020Q1: 704 shares 704 $37K 0.01% +429 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 6,170 shares; 2019Q1: 5,491 shares; 2019Q2: not reported; 2019Q3: 5,639 shares; 2019Q4: 5,652 shares; 2020Q1: 1,249 shares 1,249 $36K 0.01% -4,403 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 650 shares 650 $36K 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 712 shares 712 $36K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 455 shares; 2019Q1: 457 shares; 2019Q2: 459 shares; 2019Q3: 460 shares; 2019Q4: 465 shares; 2020Q1: 465 shares 465 $32K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 115 shares; 2019Q1: 115 shares; 2019Q2: 115 shares; 2019Q3: 115 shares; 2019Q4: 95 shares; 2020Q1: 60 shares 60 $31K 0.01% -35 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 51 shares; 2020Q1: 305 shares 305 $29K 0.01% +254 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,410 shares; 2020Q1: 828 shares 828 $29K 0.01% -3,582 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 3,347 shares; 2019Q2: 3,347 shares; 2019Q3: 3,557 shares; 2019Q4: 995 shares; 2020Q1: 858 shares 858 $27K <0.01% -137 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 164 shares; 2019Q1: 163 shares; 2019Q2: 163 shares; 2019Q3: 164 shares; 2019Q4: 164 shares; 2020Q1: 163 shares 163 $26K <0.01% -1 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,655 shares; 2019Q4: 5,172 shares; 2020Q1: 272 shares 272 $25K <0.01% -4,900 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 988 shares; 2019Q1: 519 shares; 2019Q2: 450 shares; 2019Q3: 452 shares; 2019Q4: 453 shares; 2020Q1: 308 shares 308 $25K <0.01% -145 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 285 shares; 2019Q1: 228 shares; 2019Q2: 228 shares; 2019Q3: 228 shares; 2019Q4: 228 shares; 2020Q1: 228 shares 228 $24K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 337 shares 337 $24K <0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 172 shares 172 $23K <0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 238 shares 238 $22K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 9 shares; 2019Q4: not reported; 2020Q1: 149 shares 149 $22K <0.01% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 483 shares 483 $22K <0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 559 shares 559 $21K <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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 256 shares; 2019Q1: 292 shares; 2019Q2: 311 shares; 2019Q3: 313 shares; 2019Q4: 353 shares; 2020Q1: 337 shares 337 $20K <0.01% -16 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 925 shares 925 $20K <0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 240 shares; 2019Q3: 326 shares; 2019Q4: 328 shares; 2020Q1: 329 shares 329 $19K <0.01% +1 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 137 shares 137 $17K <0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,402 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 713 shares 713 $16K <0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 529 shares 529 $16K <0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 5 shares; 2019Q1: 5 shares; 2019Q2: 5 shares; 2019Q3: 16 shares; 2019Q4: 5 shares; 2020Q1: 162 shares 162 $14K <0.01% +157 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 628 shares 628 $14K <0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 115 shares 115 $13K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 486 shares 486 $12K <0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 188 shares; 2019Q1: 329 shares; 2019Q2: 757 shares; 2019Q3: 835 shares; 2019Q4: 288 shares; 2020Q1: 218 shares 218 $12K <0.01% -70 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 125 shares 125 $11K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 210 shares 210 $10K <0.01% new Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 355 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 356 shares 356 $10K <0.01% new Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 287 shares 287 $8K <0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 221 shares 221 $6K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 40 shares 40 $5K <0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 45 shares 45 $5K <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 98 shares; 2019Q3: not reported; 2019Q4: 7 shares; 2020Q1: 29 shares 29 $5K <0.01% +22 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 110 shares 110 $3K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17 shares; 2019Q1: 17 shares; 2019Q2: 26 shares; 2019Q3: 17 shares; 2019Q4: 17 shares; 2020Q1: 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35 shares; 2019Q1: 35 shares; 2019Q2: 51 shares; 2019Q3: 35 shares; 2019Q4: 36 shares; 2020Q1: 35 shares 35 $2K <0.01% -1 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 25 shares 25 $2K <0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 75 shares 75 $2K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 18 shares 18 $1K <0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 45 shares; 2019Q1: 45 shares; 2019Q2: 135 shares; 2019Q3: 135 shares; 2019Q4: 45 shares; 2020Q1: 45 shares 45 $1K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 32 shares 32 $1K <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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 398 shares; 2019Q1: 227 shares; 2019Q2: 51 shares; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 10 shares 10 $1K <0.01% -37 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,199 shares; 2019Q1: 638 shares; 2019Q2: 642 shares; 2019Q3: 90 shares; 2019Q4: 90 shares; 2020Q1: 90 shares 90 $1K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline