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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 231,008 shares; 2021Q2: 237,819 shares; 2021Q3: 243,803 shares 243,803 $53.3M 5.83% +5,984 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 609,781 shares; 2021Q2: 627,106 shares; 2021Q3: 637,724 shares 637,724 $32.2M 3.52% +10,618 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 307,570 shares; 2021Q2: 320,006 shares; 2021Q3: 333,655 shares 333,655 $31.5M 3.44% +13,649 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 201,008 shares; 2021Q2: 194,790 shares; 2021Q3: 188,908 shares 188,908 $26.7M 2.92% -5,882 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,450 shares; 2021Q2: 8,991 shares; 2021Q3: 8,644 shares 8,644 $23M 2.52% -347 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 72,831 shares; 2021Q2: 70,891 shares; 2021Q3: 68,688 shares 68,688 $22M 2.4% -2,203 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 248,158 shares; 2021Q2: 253,005 shares; 2021Q3: 265,489 shares 265,489 $21.9M 2.39% +12,484 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 407,654 shares; 2021Q2: 424,887 shares; 2021Q3: 432,992 shares 432,992 $21.7M 2.37% +8,105 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 191,562 shares; 2021Q2: 201,366 shares; 2021Q3: 223,407 shares 223,407 $19.5M 2.14% +22,041 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 38,463 shares; 2021Q2: 37,346 shares; 2021Q3: 35,457 shares 35,457 $19.1M 2.09% -1,889 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 43,443 shares; 2021Q2: 42,850 shares; 2021Q3: 41,843 shares 41,843 $18.8M 2.06% -1,007 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 50,472 shares; 2021Q2: 49,054 shares; 2021Q3: 48,265 shares 48,265 $16.8M 1.83% -789 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 30,243 shares; 2021Q2: 29,855 shares; 2021Q3: 28,561 shares 28,561 $16.4M 1.8% -1,294 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 136,048 shares; 2021Q2: 135,233 shares; 2021Q3: 135,337 shares 135,337 $16M 1.75% +104 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,831 shares; 2021Q2: 16,169 shares; 2021Q3: 15,725 shares 15,725 $15.6M 1.71% -444 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,950 shares; 2021Q2: 18,215 shares; 2021Q3: 17,985 shares 17,985 $15.1M 1.65% -230 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 84,453 shares; 2021Q2: 84,995 shares; 2021Q3: 87,260 shares 87,260 $14.8M 1.61% +2,265 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 102,455 shares; 2021Q2: 102,381 shares; 2021Q3: 99,529 shares 99,529 $14.5M 1.58% -2,852 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 55,284 shares; 2021Q2: 54,862 shares; 2021Q3: 53,897 shares 53,897 $14M 1.53% -965 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 50,987 shares; 2021Q2: 49,642 shares; 2021Q3: 49,282 shares 49,282 $13.5M 1.47% -360 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 34,181 shares; 2021Q2: 32,989 shares; 2021Q3: 33,628 shares 33,628 $13.3M 1.45% +639 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 162,277 shares; 2021Q2: 160,737 shares; 2021Q3: 161,819 shares 161,819 $13.1M 1.43% +1,082 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 17,748 shares; 2021Q2: 17,072 shares; 2021Q3: 62,979 shares 62,979 $13M 1.43% +45,907 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,955 shares; 2021Q2: 3,920 shares; 2021Q3: 3,932 shares 3,932 $12.9M 1.41% +12 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 215,013 shares; 2021Q2: 215,754 shares; 2021Q3: 216,708 shares 216,708 $12.4M 1.36% +954 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 66,412 shares; 2021Q2: 64,635 shares; 2021Q3: 63,042 shares 63,042 $12.2M 1.34% -1,593 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 55,089 shares; 2021Q2: 55,904 shares; 2021Q3: 56,016 shares 56,016 $11.7M 1.28% +112 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 54,128 shares; 2021Q2: 54,052 shares; 2021Q3: 54,171 shares 54,171 $11.5M 1.26% +119 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 107,410 shares; 2021Q2: 103,913 shares; 2021Q3: 101,269 shares 101,269 $11.5M 1.25% -2,644 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 294,840 shares; 2021Q2: 292,084 shares; 2021Q3: 292,617 shares 292,617 $11.4M 1.24% +533 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 70,572 shares; 2021Q2: 70,180 shares; 2021Q3: 69,124 shares 69,124 $11.3M 1.24% -1,056 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 75,582 shares; 2021Q2: 79,901 shares; 2021Q3: 87,738 shares 87,738 $11.2M 1.23% +7,837 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 45,835 shares; 2021Q2: 46,276 shares; 2021Q3: 46,476 shares 46,476 $11M 1.2% +200 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 96,334 shares; 2021Q2: 99,429 shares; 2021Q3: 104,196 shares 104,196 $10.6M 1.16% +4,767 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 185,383 shares; 2021Q2: 188,394 shares; 2021Q3: 196,044 shares 196,044 $10.6M 1.16% +7,650 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 87,247 shares; 2021Q2: 92,566 shares; 2021Q3: 96,133 shares 96,133 $10.6M 1.16% +3,567 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 155,665 shares; 2021Q2: 157,281 shares; 2021Q3: 160,010 shares 160,010 $10.6M 1.15% +2,729 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 97,305 shares; 2021Q2: 110,523 shares; 2021Q3: 120,041 shares 120,041 $10.5M 1.14% +9,518 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 93,507 shares; 2021Q2: 94,052 shares; 2021Q3: 96,568 shares 96,568 $10.4M 1.14% +2,516 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 36,634 shares; 2021Q2: 36,257 shares; 2021Q3: 36,930 shares 36,930 $10M 1.1% +673 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,429 shares; 2021Q2: 33,601 shares; 2021Q3: 34,086 shares 34,086 $9.54M 1.04% +485 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 81,240 shares; 2021Q2: 84,484 shares; 2021Q3: 89,357 shares 89,357 $9.06M 0.99% +4,873 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 43,254 shares; 2021Q2: 42,348 shares; 2021Q3: 42,426 shares 42,426 $8.77M 0.96% +78 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,564 shares; 2021Q2: 3,589 shares; 2021Q3: 3,644 shares 3,644 $8.65M 0.95% +55 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,277 shares; 2021Q2: 18,662 shares; 2021Q3: 18,914 shares 18,914 $8.44M 0.92% +252 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 65,085 shares; 2021Q2: 65,707 shares; 2021Q3: 64,959 shares 64,959 $8.03M 0.88% -748 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 104,625 shares; 2021Q2: 105,502 shares; 2021Q3: 105,971 shares 105,971 $8.01M 0.88% +469 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 136,209 shares; 2021Q2: 144,355 shares; 2021Q3: 146,346 shares 146,346 $8M 0.87% +1,991 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 37,170 shares; 2021Q2: 34,781 shares; 2021Q3: 34,735 shares 34,735 $7.71M 0.84% -46 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 84,179 shares; 2021Q2: 88,675 shares; 2021Q3: 91,865 shares 91,865 $7.21M 0.79% +3,190 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 80,176 shares; 2021Q2: 80,069 shares; 2021Q3: 80,445 shares 80,445 $7.15M 0.78% +376 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,982 shares; 2021Q2: 17,541 shares; 2021Q3: 18,024 shares 18,024 $7.04M 0.77% +483 Timeline PNQI 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 28,442 shares; 2021Q2: 28,485 shares; 2021Q3: 28,294 shares 28,294 $6.75M 0.74% -191 Timeline ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,776 shares; 2021Q2: 20,643 shares; 2021Q3: 20,720 shares 20,720 $6.75M 0.74% +77 SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 92,710 shares; 2021Q2: 92,896 shares; 2021Q3: 96,497 shares 96,497 $6.7M 0.73% +3,601 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 51,783 shares; 2021Q2: 51,990 shares; 2021Q3: 53,259 shares 53,259 $6.7M 0.73% +1,269 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,277 shares; 2021Q2: 18,421 shares; 2021Q3: 18,664 shares 18,664 $6.24M 0.68% +243 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 139,426 shares; 2021Q2: 143,374 shares; 2021Q3: 143,273 shares 143,273 $5.88M 0.64% -101 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 49,013 shares; 2021Q2: 51,416 shares; 2021Q3: 51,048 shares 51,048 $5.52M 0.6% -368 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,799 shares; 2021Q2: 22,383 shares; 2021Q3: 22,446 shares 22,446 $4.92M 0.54% +63 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,353 shares; 2021Q2: 16,738 shares; 2021Q3: 16,732 shares 16,732 $4.53M 0.5% -6 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,995 shares; 2021Q2: 19,457 shares; 2021Q3: 20,246 shares 20,246 $4.27M 0.47% +789 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,224 shares; 2021Q2: 10,211 shares; 2021Q3: 9,822 shares 9,822 $4.23M 0.46% -389 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 35,100 shares; 2021Q2: 39,613 shares; 2021Q3: 42,861 shares 42,861 $4.17M 0.46% +3,248 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,095 shares; 2021Q2: 13,385 shares; 2021Q3: 14,098 shares 14,098 $3.74M 0.41% +713 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 31,068 shares; 2021Q2: 32,084 shares; 2021Q3: 32,355 shares 32,355 $3.71M 0.41% +271 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 37,685 shares; 2021Q2: 36,962 shares; 2021Q3: 35,972 shares 35,972 $3.54M 0.39% -990 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,295 shares; 2021Q2: 20,794 shares; 2021Q3: 19,333 shares 19,333 $3.12M 0.34% -1,461 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,356 shares; 2021Q2: 9,162 shares; 2021Q3: 10,310 shares 10,310 $2.91M 0.32% +1,148 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,851 shares; 2021Q2: 7,008 shares; 2021Q3: 6,818 shares 6,818 $2.74M 0.3% -190 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 23,310 shares; 2021Q2: 23,298 shares; 2021Q3: 23,163 shares 23,163 $2.49M 0.27% -135 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 61,803 shares; 2021Q3: 115,805 shares 115,805 $2.38M 0.26% +54,002 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 19,168 shares; 2021Q2: 18,668 shares; 2021Q3: 15,342 shares 15,342 $2.31M 0.25% -3,326 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,670 shares; 2021Q2: 17,170 shares; 2021Q3: 19,715 shares 19,715 $2.29M 0.25% +2,545 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 34,640 shares; 2021Q2: 35,009 shares; 2021Q3: 35,088 shares 35,088 $2.14M 0.23% +79 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,590 shares; 2021Q2: 14,574 shares; 2021Q3: 14,619 shares 14,619 $2.04M 0.22% +45 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 809 shares; 2021Q2: 738 shares; 2021Q3: 700 shares 700 $1.87M 0.2% -38 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,883 shares; 2021Q2: 5,855 shares; 2021Q3: 5,855 shares 5,855 $1.76M 0.19% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,954 shares; 2021Q2: 15,929 shares; 2021Q3: 15,817 shares 15,817 $1.68M 0.18% -112 Timeline VIQ SOLUTIONS INC VIQ SOLUTIONS INC More: the full row for VIQ SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 540,407 shares 540,407 $1.6M 0.17% new MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,997 shares; 2021Q2: 9,034 shares; 2021Q3: 9,012 shares 9,012 $1.58M 0.17% -22 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,029 shares; 2021Q2: 5,897 shares; 2021Q3: 5,641 shares 5,641 $1.55M 0.17% -256 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,593 shares; 2021Q2: 4,548 shares; 2021Q3: 4,573 shares 4,573 $1.5M 0.16% +25 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 17,399 shares; 2021Q2: 15,474 shares; 2021Q3: 15,399 shares 15,399 $1.45M 0.16% -75 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,455 shares; 2021Q2: 16,682 shares; 2021Q3: 16,933 shares 16,933 $1.45M 0.16% +251 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,396 shares; 2021Q2: 6,546 shares; 2021Q3: 6,426 shares 6,426 $1.41M 0.15% -120 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,253 shares; 2021Q2: 8,470 shares; 2021Q3: 8,697 shares 8,697 $1.34M 0.15% +227 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,771 shares; 2021Q2: 4,780 shares; 2021Q3: 4,605 shares 4,605 $1.22M 0.13% -175 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,670 shares; 2021Q2: 4,750 shares; 2021Q3: 4,871 shares 4,871 $1.2M 0.13% +121 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,167 shares; 2021Q2: 9,717 shares; 2021Q3: 9,584 shares 9,584 $1.07M 0.12% -133 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,732 shares; 2021Q2: 24,935 shares; 2021Q3: 27,283 shares 27,283 $1.06M 0.12% +2,348 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,326 shares; 2021Q2: 12,326 shares; 2021Q3: 12,629 shares 12,629 $1.03M 0.11% +303 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 17,879 shares; 2021Q2: 17,864 shares; 2021Q3: 17,141 shares 17,141 $1.03M 0.11% -723 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,325 shares; 2021Q2: 2,653 shares; 2021Q3: 3,827 shares 3,827 $1.01M 0.11% +1,174 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,525 shares; 2021Q2: 3,479 shares; 2021Q3: 3,411 shares 3,411 $1M 0.11% -68 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 28,627 shares 28,627 $965K 0.11% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,063 shares; 2021Q2: 7,113 shares; 2021Q3: 6,801 shares 6,801 $957K 0.1% -312 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,394 shares; 2021Q2: 6,309 shares; 2021Q3: 6,086 shares 6,086 $953K 0.1% -223 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,062 shares; 2021Q2: 13,577 shares; 2021Q3: 15,198 shares 15,198 $938K 0.1% +1,621 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,050 shares; 2021Q2: 3,044 shares; 2021Q3: 2,985 shares 2,985 $925K 0.1% -59 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,731 shares; 2021Q2: 5,730 shares; 2021Q3: 5,636 shares 5,636 $903K 0.1% -94 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,595 shares; 2021Q2: 9,925 shares; 2021Q3: 9,615 shares 9,615 $891K 0.1% -310 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,824 shares; 2021Q2: 16,925 shares; 2021Q3: 16,925 shares 16,925 $888K 0.1% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,082 shares; 2021Q2: 9,050 shares; 2021Q3: 9,000 shares 9,000 $864K 0.09% -50 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,687 shares; 2021Q2: 4,717 shares; 2021Q3: 4,582 shares 4,582 $862K 0.09% -135 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 25,215 shares; 2021Q2: 16,264 shares; 2021Q3: 10,489 shares 10,489 $843K 0.09% -5,775 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,380 shares; 2021Q2: 16,420 shares; 2021Q3: 16,230 shares 16,230 $817K 0.09% -190 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,863 shares; 2021Q2: 1,864 shares; 2021Q3: 1,864 shares 1,864 $800K 0.09% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,162 shares; 2021Q2: 4,142 shares; 2021Q3: 4,267 shares 4,267 $707K 0.08% +125 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,501 shares; 2021Q2: 6,279 shares; 2021Q3: 6,224 shares 6,224 $704K 0.08% -55 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,173 shares; 2021Q2: 9,362 shares; 2021Q3: 8,986 shares 8,986 $701K 0.08% -376 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,202 shares; 2021Q2: 12,209 shares; 2021Q3: 12,889 shares 12,889 $687K 0.08% +680 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,058 shares; 2021Q2: 2,931 shares; 2021Q3: 2,786 shares 2,786 $685K 0.07% -145 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,935 shares; 2021Q2: 3,485 shares; 2021Q3: 3,410 shares 3,410 $671K 0.07% -75 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,081 shares; 2021Q2: 7,258 shares; 2021Q3: 6,380 shares 6,380 $649K 0.07% -878 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,517 shares; 2021Q2: 14,617 shares; 2021Q3: 15,555 shares 15,555 $644K 0.07% +938 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,898 shares; 2021Q2: 6,452 shares; 2021Q3: 6,400 shares 6,400 $611K 0.07% -52 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,421 shares; 2021Q2: 3,421 shares; 2021Q3: 3,296 shares 3,296 $591K 0.06% -125 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 38,187 shares; 2021Q2: 38,487 shares; 2021Q3: 37,091 shares 37,091 $558K 0.06% -1,396 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,193 shares; 2021Q2: 15,194 shares; 2021Q3: 15,044 shares 15,044 $531K 0.06% -150 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,670 shares; 2021Q2: 1,421 shares; 2021Q3: 1,421 shares 1,421 $476K 0.05% 0 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,510 shares; 2021Q2: 2,510 shares; 2021Q3: 3,191 shares 3,191 $476K 0.05% +681 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 389 shares 389 $465K 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,264 shares; 2021Q2: 8,964 shares; 2021Q3: 8,913 shares 8,913 $453K 0.05% -51 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,895 shares; 2021Q2: 4,036 shares; 2021Q3: 4,036 shares 4,036 $445K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,855 shares; 2021Q2: 7,156 shares; 2021Q3: 7,158 shares 7,158 $428K 0.05% +2 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,300 shares; 2021Q2: 7,300 shares; 2021Q3: 7,300 shares 7,300 $424K 0.05% 0 Timeline SABA CAPITAL INCOME & OPRNT SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 87,065 shares; 2021Q3: 87,065 shares 87,065 $396K 0.04% 0 CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,060 shares; 2021Q2: 7,060 shares; 2021Q3: 7,002 shares 7,002 $392K 0.04% -58 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,862 shares; 2021Q2: 1,748 shares; 2021Q3: 2,267 shares 2,267 $372K 0.04% +519 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,615 shares; 2021Q2: 1,600 shares; 2021Q3: 1,530 shares 1,530 $369K 0.04% -70 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 27,573 shares; 2021Q2: 17,074 shares; 2021Q3: 12,385 shares 12,385 $368K 0.04% -4,689 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,908 shares; 2021Q2: 6,715 shares; 2021Q3: 6,717 shares 6,717 $366K 0.04% +2 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 3,000 shares 3,000 $360K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,161 shares; 2021Q2: 4,054 shares; 2021Q3: 4,054 shares 4,054 $354K 0.04% 0 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,166 shares; 2021Q2: not reported; 2021Q3: 1,516 shares 1,516 $350K 0.04% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,294 shares; 2021Q2: 6,080 shares; 2021Q3: 4,575 shares 4,575 $332K 0.04% -1,505 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,000 shares; 2021Q2: 4,000 shares; 2021Q3: 4,000 shares 4,000 $330K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,790 shares; 2021Q2: 1,475 shares; 2021Q3: 1,439 shares 1,439 $317K 0.03% -36 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 552 shares; 2021Q2: 552 shares; 2021Q3: 552 shares 552 $315K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,404 shares; 2021Q2: 1,404 shares; 2021Q3: 1,404 shares 1,404 $315K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,574 shares; 2021Q2: 4,385 shares; 2021Q3: 4,385 shares 4,385 $306K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,350 shares; 2021Q2: 1,360 shares; 2021Q3: 1,369 shares 1,369 $305K 0.03% +9 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 709 shares; 2021Q2: 709 shares; 2021Q3: 859 shares 859 $296K 0.03% +150 Timeline ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,500 shares; 2021Q2: 11,500 shares; 2021Q3: 11,500 shares 11,500 $294K 0.03% 0 VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 3,170 shares; 2021Q3: 3,855 shares 3,855 $284K 0.03% +685 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,603 shares; 2021Q2: 3,603 shares; 2021Q3: 3,545 shares 3,545 $277K 0.03% -58 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,235 shares; 2021Q2: 2,170 shares; 2021Q3: 2,155 shares 2,155 $277K 0.03% -15 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,910 shares; 2021Q2: 2,875 shares; 2021Q3: 2,815 shares 2,815 $275K 0.03% -60 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,628 shares; 2021Q2: 1,628 shares; 2021Q3: 1,563 shares 1,563 $271K 0.03% -65 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,622 shares; 2021Q2: 2,520 shares; 2021Q3: 2,357 shares 2,357 $270K 0.03% -163 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,444 shares; 2021Q2: 8,445 shares; 2021Q3: 4,288 shares 4,288 $253K 0.03% -4,157 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,910 shares; 2021Q2: 1,910 shares; 2021Q3: 1,910 shares 1,910 $253K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,130 shares; 2021Q2: 964 shares; 2021Q3: 961 shares 961 $245K 0.03% -3 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,247 shares; 2021Q2: 6,247 shares; 2021Q3: 6,526 shares 6,526 $244K 0.03% +279 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,610 shares; 2021Q2: 1,510 shares; 2021Q3: 1,450 shares 1,450 $243K 0.03% -60 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,806 shares; 2021Q2: 12,806 shares; 2021Q3: 12,620 shares 12,620 $243K 0.03% -186 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,019 shares; 2021Q2: 4,019 shares; 2021Q3: 4,019 shares 4,019 $242K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,731 shares; 2021Q2: 2,731 shares; 2021Q3: 2,700 shares 2,700 $238K 0.03% -31 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,583 shares; 2021Q2: 3,534 shares; 2021Q3: 3,244 shares 3,244 $236K 0.03% -290 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,482 shares; 2021Q2: 2,582 shares; 2021Q3: 2,257 shares 2,257 $234K 0.03% -325 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,285 shares; 2021Q2: 4,285 shares; 2021Q3: 4,244 shares 4,244 $227K 0.02% -41 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 325 shares 325 $216K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,000 shares 1,000 $213K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 3,236 shares; 2021Q3: 3,236 shares 3,236 $212K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,275 shares; 2021Q2: 2,633 shares; 2021Q3: 1,072 shares 1,072 $211K 0.02% -1,561 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,530 shares; 2021Q2: 1,510 shares; 2021Q3: 1,510 shares 1,510 $210K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,059 shares; 2021Q2: 2,059 shares; 2021Q3: 2,059 shares 2,059 $210K 0.02% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 645 shares; 2021Q3: 610 shares 610 $207K 0.02% -35 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 2,389 shares; 2021Q3: 2,374 shares 2,374 $204K 0.02% -15 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,575 shares; 2021Q2: 3,250 shares; 2021Q3: 3,285 shares 3,285 $203K 0.02% +35 Timeline