IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 211,097 shares; 2018Q3: 212,123 shares; 2018Q4: 210,016 shares; 2019Q1: 213,362 shares; 2019Q2: 214,370 shares; 2019Q3: 207,741 shares; 2019Q4: 203,570 shares; 2020Q1: 187,032 shares 187,032 $48.3M 22.07% -16,538 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: 350,464 shares; 2018Q3: 351,576 shares; 2018Q4: 345,146 shares; 2019Q1: 347,930 shares; 2019Q2: 347,992 shares; 2019Q3: 339,795 shares; 2019Q4: 330,036 shares; 2020Q1: 338,583 shares 338,583 $27M 12.34% +8,547 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 381,340 shares; 2018Q3: 385,919 shares; 2018Q4: 380,046 shares; 2019Q1: 386,875 shares; 2019Q2: 389,378 shares; 2019Q3: 383,160 shares; 2019Q4: 377,973 shares; 2020Q1: 302,378 shares 302,378 $21.6M 9.88% -75,595 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 297,734 shares; 2018Q3: 307,067 shares; 2018Q4: 305,998 shares; 2019Q1: 309,574 shares; 2019Q2: 318,608 shares; 2019Q3: 369,962 shares; 2019Q4: 369,233 shares; 2020Q1: 257,341 shares 257,341 $11.5M 5.27% -111,892 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 103,039 shares; 2018Q3: 105,976 shares; 2018Q4: 97,488 shares; 2019Q1: 104,175 shares; 2019Q2: 99,429 shares; 2019Q3: 129,083 shares; 2019Q4: 128,657 shares; 2020Q1: 125,085 shares 125,085 $9.89M 4.52% -3,572 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: 300,701 shares; 2018Q3: 313,330 shares; 2018Q4: 318,606 shares; 2019Q1: 320,776 shares; 2019Q2: 328,796 shares; 2019Q3: 340,600 shares; 2019Q4: 342,467 shares; 2020Q1: 264,047 shares 264,047 $8.86M 4.04% -78,420 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: 167,949 shares; 2018Q3: 167,539 shares; 2018Q4: 166,479 shares; 2019Q1: 170,467 shares; 2019Q2: 174,973 shares; 2019Q3: 185,088 shares; 2019Q4: 185,604 shares; 2020Q1: 156,208 shares 156,208 $8.77M 4% -29,396 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 77,283 shares 77,283 $6.25M 2.86% new 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: 222,556 shares; 2018Q3: 229,126 shares; 2018Q4: 227,636 shares; 2019Q1: 229,763 shares; 2019Q2: 236,780 shares; 2019Q3: 245,190 shares; 2019Q4: 245,346 shares; 2020Q1: 176,149 shares 176,149 $5.87M 2.68% -69,197 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 53,734 shares; 2018Q3: 51,740 shares; 2018Q4: 51,218 shares; 2019Q1: 50,779 shares; 2019Q2: 50,407 shares; 2019Q3: 50,415 shares; 2019Q4: 50,099 shares; 2020Q1: 49,575 shares 49,575 $4.96M 2.26% -524 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: 53,116 shares; 2018Q3: 55,454 shares; 2018Q4: 59,025 shares; 2019Q1: 62,549 shares; 2019Q2: 65,929 shares; 2019Q3: 68,951 shares; 2019Q4: 65,469 shares; 2020Q1: 65,017 shares 65,017 $4.6M 2.1% -452 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 15,034 shares 15,034 $3.88M 1.77% new 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: 72,554 shares; 2018Q3: 71,528 shares; 2018Q4: 70,451 shares; 2019Q1: 69,986 shares; 2019Q2: 69,746 shares; 2019Q3: 65,461 shares; 2019Q4: 64,893 shares; 2020Q1: 51,826 shares 51,826 $3.74M 1.71% -13,067 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,637 shares; 2019Q3: 2,662 shares; 2019Q4: 2,677 shares; 2020Q1: 53,371 shares 53,371 $3.73M 1.7% +50,694 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 141,597 shares; 2018Q3: 149,010 shares; 2018Q4: 150,142 shares; 2019Q1: 150,857 shares; 2019Q2: 155,107 shares; 2019Q3: 162,784 shares; 2019Q4: 163,715 shares; 2020Q1: 108,203 shares 108,203 $3.57M 1.63% -55,512 Timeline VNQI 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: 101,099 shares; 2018Q3: 107,298 shares; 2018Q4: 108,919 shares; 2019Q1: 109,857 shares; 2019Q2: 109,698 shares; 2019Q3: 110,873 shares; 2019Q4: 115,950 shares; 2020Q1: 80,268 shares 80,268 $3.44M 1.57% -35,682 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 57 shares; 2020Q1: 122,619 shares 122,619 $3.17M 1.45% +122,562 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 15 shares; 2020Q1: 58,263 shares 58,263 $3M 1.37% +58,248 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 122,332 shares 122,332 $2.98M 1.36% 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: 110,821 shares; 2018Q3: 115,739 shares; 2018Q4: 115,200 shares; 2019Q1: 114,060 shares; 2019Q2: 116,026 shares; 2019Q3: 116,725 shares; 2019Q4: 116,204 shares; 2020Q1: 88,082 shares 88,082 $2.88M 1.32% -28,122 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 8,149 shares; 2018Q3: 8,473 shares; 2018Q4: 8,159 shares; 2019Q1: 8,434 shares; 2019Q2: 8,796 shares; 2019Q3: 9,377 shares; 2019Q4: 10,106 shares; 2020Q1: 61,673 shares 61,673 $2.5M 1.14% +51,567 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 92,032 shares; 2019Q4: 92,032 shares; 2020Q1: 92,032 shares 92,032 $2.46M 1.12% 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; 2018Q2: 7,729 shares; 2018Q3: 7,664 shares; 2018Q4: 6,624 shares; 2019Q1: 6,658 shares; 2019Q2: 6,349 shares; 2019Q3: 6,075 shares; 2019Q4: 6,122 shares; 2020Q1: 9,268 shares 9,268 $2.19M 1% +3,146 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: 21,126 shares; 2018Q3: 20,504 shares; 2018Q4: 20,054 shares; 2019Q1: 19,865 shares; 2019Q2: 19,868 shares; 2019Q3: 19,654 shares; 2019Q4: 18,344 shares; 2020Q1: 12,384 shares 12,384 $1.78M 0.81% -5,960 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 53,041 shares 53,041 $1.76M 0.8% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 44,320 shares; 2018Q3: 44,321 shares; 2018Q4: 44,321 shares; 2019Q1: 44,326 shares; 2019Q2: 44,328 shares; 2019Q3: 44,330 shares; 2019Q4: 45,580 shares; 2020Q1: 44,336 shares 44,336 $1.58M 0.72% -1,244 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 37,514 shares; 2018Q3: 35,866 shares; 2018Q4: 34,859 shares; 2019Q1: 34,940 shares; 2019Q2: 35,362 shares; 2019Q3: 32,754 shares; 2019Q4: 32,728 shares; 2020Q1: 31,026 shares 31,026 $1.49M 0.68% -1,702 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: 16,215 shares; 2018Q3: 16,226 shares; 2018Q4: 15,137 shares; 2019Q1: 15,147 shares; 2019Q2: 13,512 shares; 2019Q3: 13,519 shares; 2019Q4: 13,527 shares; 2020Q1: 13,535 shares 13,535 $1.49M 0.68% +8 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 28,994 shares 28,994 $1.45M 0.66% new 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: 11,801 shares; 2018Q3: 11,905 shares; 2018Q4: 10,259 shares; 2019Q1: 21,224 shares; 2019Q2: 21,297 shares; 2019Q3: 21,488 shares; 2019Q4: 21,642 shares; 2020Q1: 21,647 shares 21,647 $1.05M 0.48% +5 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; 2018Q2: 12,032 shares; 2018Q3: 12,102 shares; 2018Q4: 16,684 shares; 2019Q1: 19,051 shares; 2019Q2: 9,588 shares; 2019Q3: 9,652 shares; 2019Q4: 12,666 shares; 2020Q1: 8,842 shares 8,842 $875K 0.4% -3,824 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 20,863 shares; 2018Q3: 20,934 shares; 2018Q4: 21,082 shares; 2019Q1: 21,161 shares; 2019Q2: 21,214 shares; 2019Q3: 21,001 shares; 2019Q4: 20,814 shares; 2020Q1: 11,864 shares 11,864 $872K 0.4% -8,950 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 8,578 shares 8,578 $857K 0.39% 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; 2018Q2: 404,000 shares; 2018Q3: 415,139 shares; 2018Q4: 381,140 shares; 2019Q1: 390,049 shares; 2019Q2: 401,106 shares; 2019Q3: 408,550 shares; 2019Q4: 434,933 shares; 2020Q1: 36,082 shares 36,082 $850K 0.39% -398,851 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: 55,700 shares; 2018Q3: 55,700 shares; 2018Q4: 55,700 shares; 2019Q1: 55,700 shares; 2019Q2: 55,700 shares; 2019Q3: 55,700 shares; 2019Q4: 55,700 shares; 2020Q1: 55,700 shares 55,700 $839K 0.38% 0 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: 6,864 shares; 2018Q3: 6,902 shares; 2018Q4: 6,723 shares; 2019Q1: 6,723 shares; 2019Q2: 6,782 shares; 2019Q3: 6,813 shares; 2019Q4: 6,846 shares; 2020Q1: 7,202 shares 7,202 $745K 0.34% +356 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 29 shares; 2020Q1: 33,837 shares 33,837 $700K 0.32% +33,808 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: not reported; 2018Q3: 1,003 shares; 2018Q4: not reported; 2019Q1: 1,133 shares; 2019Q2: 1,137 shares; 2019Q3: 1,142 shares; 2019Q4: 2,345 shares; 2020Q1: 2,148 shares 2,148 $546K 0.25% -197 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 20,857 shares; 2018Q3: 20,919 shares; 2018Q4: 20,147 shares; 2019Q1: 20,843 shares; 2019Q2: 16,482 shares; 2019Q3: 16,522 shares; 2019Q4: 16,574 shares; 2020Q1: 16,599 shares 16,599 $502K 0.23% +25 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: 6,640 shares; 2018Q3: 6,665 shares; 2018Q4: 6,922 shares; 2019Q1: 6,942 shares; 2019Q2: 5,837 shares; 2019Q3: 5,861 shares; 2019Q4: 5,892 shares; 2020Q1: 5,907 shares 5,907 $485K 0.22% +15 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 444 shares; 2020Q1: 3,441 shares 3,441 $389K 0.18% +2,997 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: not reported; 2018Q3: not reported; 2018Q4: 1,878 shares; 2019Q1: 1,878 shares; 2019Q2: 2,253 shares; 2019Q3: 2,603 shares; 2019Q4: 2,253 shares; 2020Q1: 2,511 shares 2,511 $372K 0.17% +258 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: 2,350 shares; 2018Q3: 2,364 shares; 2018Q4: 2,377 shares; 2019Q1: 2,391 shares; 2019Q2: 2,404 shares; 2019Q3: 2,569 shares; 2019Q4: 2,583 shares; 2020Q1: 2,597 shares 2,597 $341K 0.16% +14 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,900 shares 3,900 $340K 0.16% new 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: 3,420 shares; 2018Q3: 2,784 shares; 2018Q4: 1,999 shares; 2019Q1: 1,999 shares; 2019Q2: 1,999 shares; 2019Q3: 1,999 shares; 2019Q4: 1,999 shares; 2020Q1: 1,999 shares 1,999 $331K 0.15% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 4,320 shares; 2018Q3: 3,814 shares; 2018Q4: 3,827 shares; 2019Q1: 3,841 shares; 2019Q2: 3,855 shares; 2019Q3: 3,915 shares; 2019Q4: 3,927 shares; 2020Q1: 3,823 shares 3,823 $302K 0.14% -104 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: 1,532 shares; 2018Q3: 1,532 shares; 2018Q4: 1,532 shares; 2019Q1: 1,532 shares; 2019Q2: 1,532 shares; 2019Q3: 1,532 shares; 2019Q4: 1,532 shares; 2020Q1: 1,590 shares 1,590 $291K 0.13% +58 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: 1,373 shares; 2018Q3: 1,373 shares; 2018Q4: 1,373 shares; 2019Q1: 1,373 shares; 2019Q2: 1,373 shares; 2019Q3: 1,373 shares; 2019Q4: 1,373 shares; 2020Q1: 1,373 shares 1,373 $260K 0.12% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 9,970 shares; 2018Q3: 9,990 shares; 2018Q4: 10,015 shares; 2019Q1: 10,030 shares; 2019Q2: 10,051 shares; 2019Q3: 10,066 shares; 2019Q4: 10,088 shares; 2020Q1: 10,115 shares 10,115 $249K 0.11% +27 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: 2,577 shares; 2018Q3: 1,557 shares; 2018Q4: 1,557 shares; 2019Q1: 1,557 shares; 2019Q2: 1,557 shares; 2019Q3: 1,557 shares; 2019Q4: 1,557 shares; 2020Q1: 1,557 shares 1,557 $235K 0.11% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 5,288 shares; 2019Q1: 3,457 shares; 2019Q2: 3,503 shares; 2019Q3: 3,546 shares; 2019Q4: 3,586 shares; 2020Q1: 3,631 shares 3,631 $211K 0.1% +45 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: 3,162 shares; 2018Q3: 2,516 shares; 2018Q4: 2,538 shares; 2019Q1: 2,565 shares; 2019Q2: not reported; 2019Q3: 2,671 shares; 2019Q4: 2,693 shares; 2020Q1: 2,715 shares 2,715 $207K 0.09% +22 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: 18,061 shares; 2018Q3: 18,061 shares; 2018Q4: 12,818 shares; 2019Q1: 12,648 shares; 2019Q2: 12,559 shares; 2019Q3: 12,559 shares; 2019Q4: 12,581 shares; 2020Q1: 5,328 shares 5,328 $182K 0.08% -7,253 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 8,809 shares; 2019Q2: 5,688 shares; 2019Q3: 5,726 shares; 2019Q4: 6,800 shares; 2020Q1: 3,299 shares 3,299 $173K 0.08% -3,501 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 13,152 shares; 2018Q3: 13,138 shares; 2018Q4: 13,334 shares; 2019Q1: 13,416 shares; 2019Q2: 13,547 shares; 2019Q3: 14,013 shares; 2019Q4: 14,476 shares; 2020Q1: 7,993 shares 7,993 $173K 0.08% -6,483 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,164 shares 7,164 $172K 0.08% new Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 230,959 shares; 2018Q3: 239,618 shares; 2018Q4: 240,176 shares; 2019Q1: 246,528 shares; 2019Q2: 250,488 shares; 2019Q3: 268,723 shares; 2019Q4: 217,406 shares; 2020Q1: 18,523 shares 18,523 $167K 0.08% -198,883 RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,806 shares; 2020Q1: 1,821 shares 1,821 $153K 0.07% +15 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,106 shares; 2020Q1: 1,111 shares 1,111 $122K 0.06% +5 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 13,284 shares; 2018Q3: 13,421 shares; 2018Q4: 13,609 shares; 2019Q1: 13,695 shares; 2019Q2: 13,824 shares; 2019Q3: 13,950 shares; 2019Q4: 14,111 shares; 2020Q1: 14,181 shares 14,181 $120K 0.05% +70 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 849 shares; 2020Q1: 918 shares 918 $118K 0.05% +69 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,053 shares; 2020Q1: 1,054 shares 1,054 $114K 0.05% +1 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 21,306 shares; 2018Q3: 21,306 shares; 2018Q4: 21,306 shares; 2019Q1: 21,306 shares; 2019Q2: 21,306 shares; 2019Q3: 21,306 shares; 2019Q4: 21,306 shares; 2020Q1: 21,306 shares 21,306 $104K 0.05% 0 Timeline XHB 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 3,128 shares; 2020Q1: 3,128 shares 3,128 $93K 0.04% 0 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,980 shares; 2020Q1: 983 shares 983 $89K 0.04% -997 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,438 shares; 2020Q1: 1,438 shares 1,438 $77K 0.04% 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; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 602 shares; 2020Q1: 605 shares 605 $75K 0.03% +3 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 614 shares; 2020Q1: 614 shares 614 $72K 0.03% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 10,401 shares; 2018Q3: 10,401 shares; 2018Q4: 13,868 shares; 2019Q1: 13,868 shares; 2019Q2: 13,868 shares; 2019Q3: 13,868 shares; 2019Q4: 13,868 shares; 2020Q1: 13,868 shares 13,868 $64K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 8,148 shares; 2018Q3: 8,290 shares; 2018Q4: 8,418 shares; 2019Q1: 8,480 shares; 2019Q2: 8,440 shares; 2019Q3: 8,530 shares; 2019Q4: 8,641 shares; 2020Q1: 800 shares 800 $62K 0.03% -7,841 Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,089 shares; 2020Q1: 686 shares 686 $50K 0.02% -403 Timeline ALLIANZGI CONV INCOME FD ALLIANZGI CONV INCOME FD More: the full row for ALLIANZGI CONV INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 10,105 shares; 2018Q3: 10,105 shares; 2018Q4: 10,105 shares; 2019Q1: 10,105 shares; 2019Q2: 10,105 shares; 2019Q3: 10,105 shares; 2019Q4: 10,105 shares; 2020Q1: 10,105 shares 10,105 $38K 0.02% 0 ALLIANZGI CONV INCOME FD II ALLIANZGI CONV INCOME FD II More: the full row for ALLIANZGI CONV INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 10,107 shares; 2018Q3: 10,107 shares; 2018Q4: 10,107 shares; 2019Q1: 10,107 shares; 2019Q2: 10,107 shares; 2019Q3: 10,107 shares; 2019Q4: 10,107 shares; 2020Q1: 10,107 shares 10,107 $34K 0.02% 0 IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: 7,816 shares; 2018Q3: 7,769 shares; 2018Q4: 7,384 shares; 2019Q1: 6,977 shares; 2019Q2: 6,979 shares; 2019Q3: 6,979 shares; 2019Q4: 6,979 shares; 2020Q1: 301 shares 301 $29K 0.01% -6,678 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 102 shares; 2020Q1: 105 shares 105 $12K 0.01% +3 Timeline WTRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,004 shares; 2020Q1: 389 shares 389 $9K <0.01% -1,615 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 96 shares; 2020Q1: 96 shares 96 $8K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 266 shares; 2020Q1: 266 shares 266 $8K <0.01% 0 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 63 shares; 2020Q1: 129 shares 129 $6K <0.01% +66 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 200 shares 200 $5K <0.01% new Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 33 shares; 2020Q1: 34 shares 34 $4K <0.01% +1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 20 shares 20 $2K <0.01% new 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 24 shares 24 $1K <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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 16 shares 16 $1K <0.01% new 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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9 shares 9 $1K <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: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 24 shares 24 $1K <0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 30 shares 30 $1K <0.01% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 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 EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline