EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,336,414 shares; 2019Q4: 1,369,999 shares; 2020Q1: 1,404,641 shares; 2020Q2: 1,423,590 shares 1,423,590 $86.7M 4.77% +18,949 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 400,104 shares; 2019Q4: 403,577 shares; 2020Q1: 405,461 shares; 2020Q2: 401,908 shares 401,908 $81.8M 4.5% -3,553 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,167 shares; 2019Q4: 24,053 shares; 2020Q1: 23,908 shares; 2020Q2: 23,872 shares 23,872 $65.9M 3.63% -36 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 164,871 shares; 2019Q4: 165,042 shares; 2020Q1: 167,928 shares; 2020Q2: 166,408 shares 166,408 $60.7M 3.34% -1,520 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 327,164 shares; 2019Q4: 336,870 shares; 2020Q1: 335,031 shares; 2020Q2: 338,691 shares 338,691 $49.4M 2.72% +3,660 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240,873 shares; 2019Q4: 247,324 shares; 2020Q1: 258,460 shares; 2020Q2: 264,377 shares 264,377 $47M 2.59% +5,917 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,196,034 shares; 2019Q4: 1,231,902 shares; 2020Q1: 967,876 shares; 2020Q2: 978,197 shares 978,197 $37.9M 2.09% +10,321 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 954,007 shares 954,007 $34.9M 1.92% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 181,028 shares; 2019Q4: 181,252 shares; 2020Q1: 175,529 shares; 2020Q2: 174,201 shares 174,201 $33.6M 1.85% -1,328 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,296 shares; 2019Q4: 116,926 shares; 2020Q1: 111,806 shares; 2020Q2: 205,270 shares 205,270 $29.4M 1.62% +93,464 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 912,786 shares; 2019Q4: 943,333 shares; 2020Q1: 722,006 shares; 2020Q2: 720,726 shares 720,726 $28.5M 1.57% -1,280 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 165,668 shares; 2019Q4: 164,082 shares; 2020Q1: 158,382 shares; 2020Q2: 157,434 shares 157,434 $27.4M 1.51% -948 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 186,777 shares; 2019Q4: 193,593 shares; 2020Q1: 203,038 shares; 2020Q2: 207,136 shares 207,136 $24.8M 1.36% +4,098 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 247,942 shares; 2019Q4: 253,817 shares; 2020Q1: 261,751 shares; 2020Q2: 263,138 shares 263,138 $24.8M 1.36% +1,387 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,426 shares; 2019Q4: 81,275 shares; 2020Q1: 80,369 shares; 2020Q2: 79,897 shares 79,897 $24.2M 1.33% -472 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 105,120 shares; 2019Q4: 106,026 shares; 2020Q1: 104,725 shares; 2020Q2: 104,017 shares 104,017 $23.6M 1.3% -708 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 147,237 shares; 2019Q4: 150,624 shares; 2020Q1: 154,266 shares; 2020Q2: 124,342 shares 124,342 $22M 1.21% -29,924 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,974 shares; 2019Q4: 60,669 shares; 2020Q1: 59,478 shares; 2020Q2: 59,089 shares 59,089 $21.4M 1.18% -389 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,321 shares; 2019Q4: 100,379 shares; 2020Q1: 101,989 shares; 2020Q2: 88,630 shares 88,630 $21.3M 1.17% -13,359 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 152,454 shares; 2019Q4: 154,375 shares; 2020Q1: 156,065 shares; 2020Q2: 157,898 shares 157,898 $21.2M 1.17% +1,833 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47,580 shares; 2019Q4: 46,223 shares; 2020Q1: 44,986 shares; 2020Q2: 44,833 shares 44,833 $20.4M 1.12% -153 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 87,550 shares; 2019Q4: 87,643 shares; 2020Q1: 82,574 shares; 2020Q2: 80,957 shares 80,957 $20.3M 1.12% -1,617 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 110,415 shares; 2019Q4: 110,011 shares; 2020Q1: 108,060 shares; 2020Q2: 107,562 shares 107,562 $20.1M 1.11% -498 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 127,866 shares; 2019Q4: 131,019 shares; 2020Q1: 132,118 shares; 2020Q2: 126,326 shares 126,326 $20M 1.1% -5,792 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 197,722 shares; 2019Q4: 202,883 shares; 2020Q1: 208,525 shares; 2020Q2: 211,920 shares 211,920 $19.8M 1.09% +3,395 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,365 shares; 2019Q4: 30,504 shares; 2020Q1: 173,542 shares; 2020Q2: 173,505 shares 173,505 $19.3M 1.06% -37 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,089 shares; 2019Q4: 98,702 shares; 2020Q1: 96,349 shares; 2020Q2: 95,663 shares 95,663 $19M 1.05% -686 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,785 shares; 2019Q4: 13,021 shares; 2020Q1: 13,328 shares; 2020Q2: 13,385 shares 13,385 $19M 1.05% +57 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,202 shares; 2019Q4: 116,036 shares; 2020Q1: 114,451 shares; 2020Q2: 113,736 shares 113,736 $18.7M 1.03% -715 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 268,714 shares; 2019Q4: 270,703 shares; 2020Q1: 479,094 shares; 2020Q2: 137,512 shares 137,512 $18.4M 1.01% -341,582 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 45,220 shares; 2019Q4: 45,290 shares; 2020Q1: 44,802 shares; 2020Q2: 44,635 shares 44,635 $18.1M 1% -167 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 76,033 shares; 2019Q4: 76,359 shares; 2020Q1: 75,061 shares; 2020Q2: 75,022 shares 75,022 $17.7M 0.97% -39 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,192 shares; 2019Q4: 60,128 shares; 2020Q1: 58,702 shares; 2020Q2: 58,733 shares 58,733 $17.3M 0.95% +31 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121,860 shares; 2019Q4: 119,434 shares; 2020Q1: 120,938 shares; 2020Q2: 122,737 shares 122,737 $17.3M 0.95% +1,799 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 96,471 shares; 2019Q4: 98,641 shares; 2020Q1: 100,395 shares; 2020Q2: 101,954 shares 101,954 $17.2M 0.95% +1,559 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 174,597 shares; 2019Q4: 179,069 shares; 2020Q1: 183,214 shares; 2020Q2: 186,005 shares 186,005 $17.1M 0.94% +2,791 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,065 shares; 2019Q4: 90,552 shares; 2020Q1: 94,971 shares; 2020Q2: 88,070 shares 88,070 $16.9M 0.93% -6,901 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 282,832 shares; 2019Q4: 288,430 shares; 2020Q1: 296,988 shares; 2020Q2: 304,445 shares 304,445 $16.8M 0.92% +7,457 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 134,142 shares; 2019Q4: 136,424 shares; 2020Q1: 138,649 shares; 2020Q2: 93,736 shares 93,736 $16.7M 0.92% -44,913 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 142,710 shares; 2019Q4: 145,941 shares; 2020Q1: 147,832 shares; 2020Q2: 149,097 shares 149,097 $16.6M 0.92% +1,265 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,499 shares; 2019Q4: 86,851 shares; 2020Q1: 86,396 shares; 2020Q2: 89,025 shares 89,025 $16.4M 0.9% +2,629 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 129,270 shares; 2019Q4: 134,830 shares; 2020Q1: 136,446 shares; 2020Q2: 183,921 shares 183,921 $16.4M 0.9% +47,475 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 63,195 shares; 2019Q4: 63,394 shares; 2020Q1: 62,208 shares; 2020Q2: 61,721 shares 61,721 $16M 0.88% -487 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,474 shares; 2019Q4: 11,424 shares; 2020Q1: 11,206 shares; 2020Q2: 11,097 shares 11,097 $15.7M 0.86% -109 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 187,292 shares; 2019Q4: 188,405 shares; 2020Q1: 191,019 shares; 2020Q2: 320,042 shares 320,042 $15.5M 0.85% +129,023 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,052 shares; 2019Q4: 120,972 shares; 2020Q1: 125,548 shares; 2020Q2: 128,289 shares 128,289 $15.4M 0.85% +2,741 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 112,890 shares; 2019Q4: 116,063 shares; 2020Q1: 61,022 shares; 2020Q2: 73,721 shares 73,721 $15.3M 0.84% +12,699 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 21,487 shares; 2019Q4: 21,705 shares; 2020Q1: 21,783 shares; 2020Q2: 21,677 shares 21,677 $15.2M 0.84% -106 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,108 shares; 2019Q4: 124,848 shares; 2020Q1: 142,043 shares; 2020Q2: 125,356 shares 125,356 $14.1M 0.78% -16,687 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 39,251 shares; 2019Q4: 40,110 shares; 2020Q1: 41,298 shares; 2020Q2: 42,233 shares 42,233 $13.7M 0.75% +935 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 144,673 shares; 2019Q4: 145,654 shares; 2020Q1: 207,155 shares; 2020Q2: 111,724 shares 111,724 $13.6M 0.75% -95,431 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 28,293 shares; 2020Q2: 35,262 shares 35,262 $13.4M 0.74% +6,969 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378,508 shares; 2019Q4: 273,738 shares; 2020Q1: 276,044 shares; 2020Q2: 286,718 shares 286,718 $13.4M 0.74% +10,674 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 389,639 shares; 2019Q4: 399,902 shares; 2020Q1: 239,098 shares; 2020Q2: 239,009 shares 239,009 $12.8M 0.71% -89 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158,767 shares; 2019Q4: 160,974 shares; 2020Q1: 118,836 shares; 2020Q2: 118,634 shares 118,634 $12.7M 0.7% -202 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 89,738 shares; 2019Q4: 90,167 shares; 2020Q1: 88,674 shares; 2020Q2: 88,021 shares 88,021 $12.7M 0.7% -653 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 210,505 shares 210,505 $12.6M 0.7% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,538 shares; 2019Q4: 28,774 shares; 2020Q1: 29,182 shares; 2020Q2: 28,924 shares 28,924 $12.6M 0.69% -258 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 223,350 shares; 2019Q4: 229,213 shares; 2020Q1: 235,789 shares; 2020Q2: 238,735 shares 238,735 $12.2M 0.67% +2,946 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 78,717 shares; 2019Q4: 81,322 shares; 2020Q1: 83,830 shares; 2020Q2: 85,768 shares 85,768 $12.2M 0.67% +1,938 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 91,039 shares; 2019Q4: 91,672 shares; 2020Q1: 91,297 shares; 2020Q2: 91,256 shares 91,256 $12.1M 0.66% -41 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,356 shares; 2019Q4: 16,660 shares; 2020Q1: 16,866 shares; 2020Q2: 16,667 shares 16,667 $11.8M 0.65% -199 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 99,622 shares; 2019Q4: 102,112 shares; 2020Q1: 104,938 shares; 2020Q2: 107,165 shares 107,165 $11.4M 0.63% +2,227 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 446,532 shares; 2019Q4: 461,108 shares; 2020Q1: 466,162 shares; 2020Q2: 475,877 shares 475,877 $11.3M 0.62% +9,715 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 156,117 shares; 2019Q4: 160,907 shares; 2020Q1: 94,997 shares; 2020Q2: 114,170 shares 114,170 $11.1M 0.61% +19,173 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 176,326 shares 176,326 $10.9M 0.6% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 49,541 shares; 2019Q4: 49,636 shares; 2020Q1: 48,563 shares; 2020Q2: 48,226 shares 48,226 $10.4M 0.57% -337 Timeline BAB 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 309,683 shares 309,683 $10.2M 0.56% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 56,650 shares; 2019Q4: 57,653 shares; 2020Q1: 56,802 shares; 2020Q2: 56,142 shares 56,142 $10.1M 0.56% -660 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 94,248 shares; 2019Q4: 94,496 shares; 2020Q1: 95,976 shares; 2020Q2: 95,222 shares 95,222 $10.1M 0.56% -754 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 421,905 shares; 2019Q4: 422,377 shares; 2020Q1: 436,877 shares; 2020Q2: 300,878 shares 300,878 $9.84M 0.54% -135,999 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,447 shares; 2019Q4: 57,699 shares; 2020Q1: 56,122 shares; 2020Q2: 56,076 shares 56,076 $9.81M 0.54% -46 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,777 shares; 2019Q4: 139,143 shares; 2020Q1: 140,562 shares; 2020Q2: 141,948 shares 141,948 $9.6M 0.53% +1,386 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,805 shares; 2019Q4: 16,803 shares; 2020Q1: 16,769 shares; 2020Q2: 16,593 shares 16,593 $9.59M 0.53% -176 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 51,738 shares; 2019Q4: 51,829 shares; 2020Q1: 50,522 shares; 2020Q2: 50,095 shares 50,095 $9.45M 0.52% -427 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,944 shares; 2019Q4: 32,023 shares; 2020Q1: 155,662 shares; 2020Q2: 157,174 shares 157,174 $9.4M 0.52% +1,512 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,136 shares; 2019Q4: 114,027 shares; 2020Q1: 115,296 shares; 2020Q2: 114,309 shares 114,309 $9.16M 0.5% -987 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150,439 shares; 2019Q4: 155,014 shares; 2020Q1: 159,387 shares; 2020Q2: 102,648 shares 102,648 $9M 0.5% -56,739 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,660 shares; 2019Q4: 37,816 shares; 2020Q1: 37,321 shares; 2020Q2: 37,728 shares 37,728 $8.66M 0.48% +407 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,739 shares; 2019Q4: 5,759 shares; 2020Q1: 5,476 shares; 2020Q2: 5,363 shares 5,363 $8.54M 0.47% -113 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,782 shares; 2020Q1: 51,344 shares; 2020Q2: 61,414 shares 61,414 $8.42M 0.46% +10,070 Timeline 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,609 shares; 2019Q4: 197,187 shares; 2020Q1: 210,529 shares; 2020Q2: 214,813 shares 214,813 $8.37M 0.46% +4,284 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 73,991 shares; 2019Q4: 76,180 shares; 2020Q1: 76,897 shares; 2020Q2: 136,898 shares 136,898 $8.05M 0.44% +60,001 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 44,719 shares; 2020Q2: 47,054 shares 47,054 $7.98M 0.44% +2,335 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 70,274 shares 70,274 $7.45M 0.41% new 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 44,307 shares; 2019Q4: 45,185 shares; 2020Q1: 49,111 shares; 2020Q2: 47,601 shares 47,601 $7.45M 0.41% -1,510 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,732 shares; 2019Q4: 42,222 shares; 2020Q1: 43,418 shares; 2020Q2: 43,132 shares 43,132 $7.41M 0.41% -286 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 193,329 shares; 2020Q1: 194,479 shares; 2020Q2: 197,088 shares 197,088 $7.4M 0.41% +2,609 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 91,892 shares 91,892 $7.16M 0.39% new 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 100,301 shares; 2019Q4: 99,131 shares; 2020Q1: 92,772 shares; 2020Q2: 93,004 shares 93,004 $7.16M 0.39% +232 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,264 shares; 2019Q4: 15,251 shares; 2020Q1: 74,082 shares; 2020Q2: 77,346 shares 77,346 $7.07M 0.39% +3,264 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 181,208 shares 181,208 $6.85M 0.38% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 153,676 shares 153,676 $6.84M 0.38% new Timeline SPHQ 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 183,851 shares 183,851 $6.51M 0.36% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,209 shares; 2019Q4: 56,693 shares; 2020Q1: 40,161 shares; 2020Q2: 33,871 shares 33,871 $6.21M 0.34% -6,290 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116,003 shares; 2019Q4: 104,859 shares; 2020Q1: 112,996 shares; 2020Q2: 117,106 shares 117,106 $5.93M 0.33% +4,110 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,318 shares; 2019Q4: 79,987 shares; 2020Q1: 82,411 shares; 2020Q2: 81,267 shares 81,267 $4.77M 0.26% -1,144 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,175 shares; 2019Q4: 75,372 shares; 2020Q1: 111,401 shares; 2020Q2: 96,635 shares 96,635 $4.6M 0.25% -14,766 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 103,480 shares; 2019Q4: 90,038 shares; 2020Q1: 93,516 shares; 2020Q2: 100,041 shares 100,041 $4.47M 0.25% +6,525 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,915 shares; 2019Q4: 34,672 shares; 2020Q1: 35,546 shares; 2020Q2: 35,937 shares 35,937 $4.23M 0.23% +391 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,413 shares; 2019Q4: 9,606 shares; 2020Q1: 10,581 shares; 2020Q2: 10,538 shares 10,538 $3.25M 0.18% -43 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,666 shares; 2019Q4: 12,728 shares; 2020Q1: 9,993 shares; 2020Q2: 9,409 shares 9,409 $3.05M 0.17% -584 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,800 shares; 2019Q4: 40,836 shares; 2020Q1: 39,176 shares; 2020Q2: 40,148 shares 40,148 $2.96M 0.16% +972 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,898 shares; 2019Q4: 29,663 shares; 2020Q1: 26,733 shares; 2020Q2: 20,416 shares 20,416 $2.92M 0.16% -6,317 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 13,920 shares; 2020Q2: 96,625 shares 96,625 $2.89M 0.16% +82,705 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 25,782 shares; 2020Q2: 25,782 shares 25,782 $1.76M 0.1% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,172 shares; 2019Q4: 32,172 shares; 2020Q1: 31,076 shares; 2020Q2: 30,776 shares 30,776 $1.68M 0.09% -300 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,267 shares; 2019Q4: 11,373 shares; 2020Q1: 11,192 shares; 2020Q2: 10,554 shares 10,554 $1.57M 0.09% -638 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,480 shares; 2019Q4: 15,536 shares; 2020Q1: 14,435 shares; 2020Q2: 14,665 shares 14,665 $1.44M 0.08% +230 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5 shares; 2019Q4: 5 shares; 2020Q1: 5 shares; 2020Q2: 5 shares 5 $1.43M 0.08% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,300 shares; 2019Q4: 5,300 shares; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares 5,300 $1.34M 0.07% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,476 shares; 2019Q4: 32,427 shares; 2020Q1: 31,528 shares; 2020Q2: 31,528 shares 31,528 $1.24M 0.07% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,533 shares; 2019Q4: 18,573 shares; 2020Q1: 17,594 shares; 2020Q2: 17,415 shares 17,415 $1.22M 0.07% -179 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,004 shares; 2019Q4: 4,116 shares; 2020Q1: 3,818 shares; 2020Q2: 3,829 shares 3,829 $1.19M 0.07% +11 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 935 shares; 2019Q4: 823 shares; 2020Q1: 1,035 shares; 2020Q2: 4,151 shares 4,151 $1.18M 0.06% +3,116 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,519 shares; 2019Q4: 31,707 shares; 2020Q1: 30,163 shares; 2020Q2: 28,939 shares 28,939 $1.07M 0.06% -1,224 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,788 shares; 2019Q4: 29,868 shares; 2020Q1: 29,853 shares; 2020Q2: 23,988 shares 23,988 $1.04M 0.06% -5,865 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 68,558 shares; 2019Q4: 69,980 shares; 2020Q1: 6,280 shares; 2020Q2: 5,886 shares 5,886 $999K 0.06% -394 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,867 shares; 2019Q4: 7,032 shares; 2020Q1: 6,351 shares; 2020Q2: 6,314 shares 6,314 $985K 0.05% -37 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 229,772 shares; 2019Q4: 169,126 shares; 2020Q1: not reported; 2020Q2: 9,582 shares 9,582 $974K 0.05% new 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,169 shares; 2019Q4: 2,329 shares; 2020Q1: 4,742 shares; 2020Q2: 3,922 shares 3,922 $971K 0.05% -820 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,080 shares; 2019Q4: 9,129 shares; 2020Q1: 8,776 shares; 2020Q2: 8,642 shares 8,642 $954K 0.05% -134 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,446 shares; 2019Q4: 27,176 shares; 2020Q1: 28,944 shares; 2020Q2: 29,821 shares 29,821 $935K 0.05% +877 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,181 shares; 2019Q4: 3,144 shares; 2020Q1: 3,138 shares; 2020Q2: 3,138 shares 3,138 $911K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,996 shares; 2019Q4: 13,204 shares; 2020Q1: 12,327 shares; 2020Q2: 12,211 shares 12,211 $895K 0.05% -116 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,618 shares; 2019Q4: 11,068 shares; 2020Q1: 10,703 shares; 2020Q2: 10,558 shares 10,558 $790K 0.04% -145 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,653 shares; 2019Q4: 3,636 shares; 2020Q1: 3,625 shares; 2020Q2: 3,625 shares 3,625 $778K 0.04% 0 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,512 shares; 2019Q4: 12,521 shares; 2020Q1: 10,496 shares; 2020Q2: 9,946 shares 9,946 $755K 0.04% -550 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,381 shares; 2019Q4: 17,423 shares; 2020Q1: 17,024 shares; 2020Q2: 16,405 shares 16,405 $733K 0.04% -619 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,799 shares; 2019Q4: 1,981 shares; 2020Q1: 3,812 shares; 2020Q2: 3,812 shares 3,812 $686K 0.04% 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,106 shares; 2019Q4: 10,331 shares; 2020Q1: 10,331 shares; 2020Q2: 10,331 shares 10,331 $676K 0.04% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,138 shares; 2019Q4: 8,154 shares; 2020Q1: 8,269 shares; 2020Q2: 8,574 shares 8,574 $663K 0.04% +305 Timeline NAVISTAR INTERNATIONAL NAVISTAR INTERNATIONAL More: the full row for NAVISTAR INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,300 shares; 2019Q4: 23,300 shares; 2020Q1: 23,300 shares; 2020Q2: 23,300 shares 23,300 $657K 0.04% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,590 shares; 2019Q4: not reported; 2020Q1: 6,319 shares; 2020Q2: 6,206 shares 6,206 $648K 0.04% -113 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares 8,000 $621K 0.03% 0 Timeline SEATTLE GENETICS INC SEATTLE GENETICS INC More: the full row for SEATTLE GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,550 shares; 2019Q4: 3,550 shares; 2020Q1: 3,550 shares; 2020Q2: 3,550 shares 3,550 $603K 0.03% 0 OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,000 shares; 2019Q4: 4,000 shares; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares 4,000 $598K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,616 shares; 2019Q4: 4,620 shares; 2020Q1: 4,522 shares; 2020Q2: 4,527 shares 4,527 $557K 0.03% +5 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 10,606 shares; 2020Q1: 9,393 shares; 2020Q2: 9,303 shares 9,303 $547K 0.03% -90 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,715 shares; 2019Q4: 1,715 shares; 2020Q1: 1,715 shares; 2020Q2: 1,390 shares 1,390 $540K 0.03% -325 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,000 shares; 2020Q2: 5,000 shares 5,000 $539K 0.03% +1,000 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,168 shares; 2019Q4: 3,318 shares; 2020Q1: 4,331 shares; 2020Q2: 4,336 shares 4,336 $513K 0.03% +5 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,527 shares; 2019Q4: 8,527 shares; 2020Q1: 8,527 shares; 2020Q2: 8,527 shares 8,527 $502K 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 84,959 shares; 2020Q1: 6,002 shares; 2020Q2: 5,529 shares 5,529 $495K 0.03% -473 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,216 shares; 2019Q4: 18,826 shares; 2020Q1: 17,004 shares; 2020Q2: 15,960 shares 15,960 $483K 0.03% -1,044 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,088 shares; 2019Q4: 5,031 shares; 2020Q1: 4,781 shares; 2020Q2: 4,721 shares 4,721 $463K 0.03% -60 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,345 shares; 2019Q4: 6,200 shares; 2020Q1: 6,703 shares; 2020Q2: 6,953 shares 6,953 $452K 0.02% +250 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,070 shares; 2019Q4: 1,925 shares; 2020Q1: 2,051 shares; 2020Q2: 2,051 shares 2,051 $450K 0.02% 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,202 shares; 2019Q4: 7,236 shares; 2020Q1: 7,367 shares; 2020Q2: 7,302 shares 7,302 $450K 0.02% -65 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 236,296 shares; 2019Q4: 243,583 shares; 2020Q1: 11,717 shares; 2020Q2: 9,005 shares 9,005 $445K 0.02% -2,712 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,000 shares; 2019Q4: 19,000 shares; 2020Q1: 16,000 shares; 2020Q2: 13,300 shares 13,300 $444K 0.02% -2,700 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 282,567 shares; 2020Q2: 4,389 shares 4,389 $441K 0.02% -278,178 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,902 shares; 2019Q4: 1,869 shares; 2020Q1: 1,897 shares; 2020Q2: 1,812 shares 1,812 $434K 0.02% -85 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,692 shares; 2020Q2: 7,692 shares 7,692 $416K 0.02% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,292 shares; 2019Q4: 5,260 shares; 2020Q1: 6,673 shares; 2020Q2: 5,557 shares 5,557 $412K 0.02% -1,116 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,347 shares; 2019Q4: 4,986 shares; 2020Q1: 5,021 shares; 2020Q2: 4,521 shares 4,521 $395K 0.02% -500 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,400 shares; 2019Q4: 5,400 shares; 2020Q1: 3,750 shares; 2020Q2: 3,750 shares 3,750 $390K 0.02% 0 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,563 shares; 2019Q4: 1,563 shares; 2020Q1: 2,556 shares; 2020Q2: 2,363 shares 2,363 $387K 0.02% -193 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 596 shares; 2019Q4: 598 shares; 2020Q1: 596 shares; 2020Q2: 664 shares 664 $361K 0.02% +68 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,093 shares; 2019Q4: 3,870 shares; 2020Q1: 3,529 shares; 2020Q2: 3,529 shares 3,529 $358K 0.02% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,377 shares; 2019Q4: 19,377 shares; 2020Q1: 12,905 shares; 2020Q2: 12,905 shares 12,905 $355K 0.02% 0 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,400 shares; 2019Q4: 14,400 shares; 2020Q1: 14,400 shares; 2020Q2: 12,000 shares 12,000 $353K 0.02% -2,400 Timeline AMCOR LTD SPONSORED ADRFSPO… AMCOR LTD SPONSORED ADRFSPONSO More: the full row for AMCOR LTD SPONSORED ADRFSPONSO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 43,860 shares; 2019Q4: 43,860 shares; 2020Q1: 43,860 shares; 2020Q2: 33,760 shares 33,760 $345K 0.02% -10,100 GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306,349 shares; 2019Q4: 312,845 shares; 2020Q1: 14,619 shares; 2020Q2: 11,095 shares 11,095 $336K 0.02% -3,524 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,597 shares; 2019Q4: 4,701 shares; 2020Q1: 4,701 shares; 2020Q2: 5,324 shares 5,324 $330K 0.02% +623 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,715 shares 1,715 $293K 0.02% new Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,247 shares; 2019Q4: 14,247 shares; 2020Q1: 14,447 shares; 2020Q2: 14,647 shares 14,647 $293K 0.02% +200 Timeline PRFZ 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,503 shares; 2019Q4: 3,970 shares; 2020Q1: 2,928 shares; 2020Q2: 2,558 shares 2,558 $286K 0.02% -370 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,400 shares; 2019Q4: 6,400 shares; 2020Q1: 6,676 shares; 2020Q2: 6,488 shares 6,488 $281K 0.02% -188 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,190 shares; 2019Q4: 3,073 shares; 2020Q1: 3,175 shares; 2020Q2: 3,073 shares 3,073 $280K 0.02% -102 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,071 shares; 2019Q4: 5,510 shares; 2020Q1: 5,102 shares; 2020Q2: 5,044 shares 5,044 $279K 0.02% -58 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,667 shares; 2019Q4: 1,678 shares; 2020Q1: not reported; 2020Q2: 1,324 shares 1,324 $268K 0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,000 shares; 2019Q4: 11,000 shares; 2020Q1: 11,000 shares; 2020Q2: 11,000 shares 11,000 $261K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,440 shares; 2019Q4: 2,440 shares; 2020Q1: 2,440 shares; 2020Q2: 2,440 shares 2,440 $261K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,400 shares; 2019Q4: 2,080 shares; 2020Q1: 2,738 shares; 2020Q2: 2,626 shares 2,626 $256K 0.01% -112 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 626 shares; 2020Q1: 752 shares; 2020Q2: 699 shares 699 $255K 0.01% -53 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 896 shares; 2019Q4: 889 shares; 2020Q1: 935 shares; 2020Q2: 863 shares 863 $255K 0.01% -72 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,175 shares; 2020Q2: 1,175 shares 1,175 $253K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,629 shares; 2019Q4: 3,689 shares; 2020Q1: 3,581 shares; 2020Q2: 3,181 shares 3,181 $241K 0.01% -400 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,560 shares; 2019Q4: 2,650 shares; 2020Q1: not reported; 2020Q2: 2,379 shares 2,379 $237K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,291 shares 4,291 $225K 0.01% new 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,035 shares; 2019Q4: 6,643 shares; 2020Q1: 6,914 shares; 2020Q2: 6,643 shares 6,643 $224K 0.01% -271 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; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,552 shares; 2019Q4: 2,957 shares; 2020Q1: not reported; 2020Q2: 1,621 shares 1,621 $219K 0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,200 shares 2,200 $219K 0.01% new Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,000 shares; 2019Q4: 24,000 shares; 2020Q1: 24,500 shares; 2020Q2: 24,500 shares 24,500 $138K 0.01% 0 Timeline Patriot One Technologies Patriot One Technologies More: the full row for Patriot One Technologies Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 130,080 shares 130,080 $103K 0.01% new Trilogy International Partn… Trilogy International Partners More: the full row for Trilogy International Partners Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,000 shares; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares 10,000 $9K <0.01% 0