EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q3: 1,528,191 shares 1,528,191 $97.3M 4.78% +104,601 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 400,104 shares; 2019Q4: 403,577 shares; 2020Q1: 405,461 shares; 2020Q2: 401,908 shares; 2020Q3: 408,283 shares 408,283 $85.9M 4.22% +6,375 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 164,871 shares; 2019Q4: 165,042 shares; 2020Q1: 167,928 shares; 2020Q2: 166,408 shares; 2020Q3: 672,579 shares 672,579 $77.9M 3.83% +506,171 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,167 shares; 2019Q4: 24,053 shares; 2020Q1: 23,908 shares; 2020Q2: 23,872 shares; 2020Q3: 23,654 shares 23,654 $74.5M 3.66% -218 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 327,164 shares; 2019Q4: 336,870 shares; 2020Q1: 335,031 shares; 2020Q2: 338,691 shares; 2020Q3: 342,152 shares 342,152 $52.6M 2.59% +3,461 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240,873 shares; 2019Q4: 247,324 shares; 2020Q1: 258,460 shares; 2020Q2: 264,377 shares; 2020Q3: 268,163 shares 268,163 $49.7M 2.44% +3,786 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,196,034 shares; 2019Q4: 1,231,902 shares; 2020Q1: 967,876 shares; 2020Q2: 978,197 shares; 2020Q3: 1,042,360 shares 1,042,360 $42.6M 2.1% +64,163 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 954,007 shares; 2020Q3: 998,768 shares 998,768 $36.7M 1.81% +44,761 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 181,028 shares; 2019Q4: 181,252 shares; 2020Q1: 175,529 shares; 2020Q2: 174,201 shares; 2020Q3: 171,815 shares 171,815 $34.4M 1.69% -2,386 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,296 shares; 2019Q4: 116,926 shares; 2020Q1: 111,806 shares; 2020Q2: 205,270 shares; 2020Q3: 218,073 shares 218,073 $34.1M 1.68% +12,803 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 912,786 shares; 2019Q4: 943,333 shares; 2020Q1: 722,006 shares; 2020Q2: 720,726 shares; 2020Q3: 767,363 shares 767,363 $33.2M 1.63% +46,637 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 165,668 shares; 2019Q4: 164,082 shares; 2020Q1: 158,382 shares; 2020Q2: 157,434 shares; 2020Q3: 153,256 shares 153,256 $30.2M 1.48% -4,178 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 186,777 shares; 2019Q4: 193,593 shares; 2020Q1: 203,038 shares; 2020Q2: 207,136 shares; 2020Q3: 212,672 shares 212,672 $29.6M 1.45% +5,536 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,365 shares; 2019Q4: 30,504 shares; 2020Q1: 173,542 shares; 2020Q2: 173,505 shares; 2020Q3: 173,505 shares 173,505 $28.9M 1.42% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,426 shares; 2019Q4: 81,275 shares; 2020Q1: 80,369 shares; 2020Q2: 79,897 shares; 2020Q3: 80,065 shares 80,065 $28.4M 1.4% +168 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 147,237 shares; 2019Q4: 150,624 shares; 2020Q1: 154,266 shares; 2020Q2: 124,342 shares; 2020Q3: 127,879 shares 127,879 $27.5M 1.35% +3,537 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 110,415 shares; 2019Q4: 110,011 shares; 2020Q1: 108,060 shares; 2020Q2: 107,562 shares; 2020Q3: 106,281 shares 106,281 $26.7M 1.31% -1,281 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 105,120 shares; 2019Q4: 106,026 shares; 2020Q1: 104,725 shares; 2020Q2: 104,017 shares; 2020Q3: 101,257 shares 101,257 $26.5M 1.3% -2,760 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 247,942 shares; 2019Q4: 253,817 shares; 2020Q1: 261,751 shares; 2020Q2: 263,138 shares; 2020Q3: 267,145 shares 267,145 $25.7M 1.26% +4,007 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,974 shares; 2019Q4: 60,669 shares; 2020Q1: 59,478 shares; 2020Q2: 59,089 shares; 2020Q3: 57,802 shares 57,802 $25.5M 1.25% -1,287 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,321 shares; 2019Q4: 100,379 shares; 2020Q1: 101,989 shares; 2020Q2: 88,630 shares; 2020Q3: 90,461 shares 90,461 $25.1M 1.23% +1,831 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 152,454 shares; 2019Q4: 154,375 shares; 2020Q1: 156,065 shares; 2020Q2: 157,898 shares; 2020Q3: 160,995 shares 160,995 $23.7M 1.17% +3,097 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 127,866 shares; 2019Q4: 131,019 shares; 2020Q1: 132,118 shares; 2020Q2: 126,326 shares; 2020Q3: 136,973 shares 136,973 $23.7M 1.16% +10,647 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 112,890 shares; 2019Q4: 116,063 shares; 2020Q1: 61,022 shares; 2020Q2: 73,721 shares; 2020Q3: 102,806 shares 102,806 $22.8M 1.12% +29,085 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47,580 shares; 2019Q4: 46,223 shares; 2020Q1: 44,986 shares; 2020Q2: 44,833 shares; 2020Q3: 44,087 shares 44,087 $22M 1.08% -746 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 197,722 shares; 2019Q4: 202,883 shares; 2020Q1: 208,525 shares; 2020Q2: 211,920 shares; 2020Q3: 218,889 shares 218,889 $22M 1.08% +6,969 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 87,550 shares; 2019Q4: 87,643 shares; 2020Q1: 82,574 shares; 2020Q2: 80,957 shares; 2020Q3: 79,305 shares 79,305 $22M 1.08% -1,652 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 45,220 shares; 2019Q4: 45,290 shares; 2020Q1: 44,802 shares; 2020Q2: 44,635 shares; 2020Q3: 44,710 shares 44,710 $21.7M 1.07% +75 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 96,471 shares; 2019Q4: 98,641 shares; 2020Q1: 100,395 shares; 2020Q2: 101,954 shares; 2020Q3: 103,762 shares 103,762 $20.4M 1% +1,808 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 134,142 shares; 2019Q4: 136,424 shares; 2020Q1: 138,649 shares; 2020Q2: 93,736 shares; 2020Q3: 93,897 shares 93,897 $20M 0.98% +161 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 174,597 shares; 2019Q4: 179,069 shares; 2020Q1: 183,214 shares; 2020Q2: 186,005 shares; 2020Q3: 191,745 shares 191,745 $19.9M 0.98% +5,740 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 28,293 shares; 2020Q2: 35,262 shares; 2020Q3: 36,720 shares 36,720 $19.9M 0.98% +1,458 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,065 shares; 2019Q4: 90,552 shares; 2020Q1: 94,971 shares; 2020Q2: 88,070 shares; 2020Q3: 89,137 shares 89,137 $19.3M 0.95% +1,067 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,785 shares; 2019Q4: 13,021 shares; 2020Q1: 13,328 shares; 2020Q2: 13,385 shares; 2020Q3: 13,148 shares 13,148 $19.3M 0.95% -237 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,052 shares; 2019Q4: 120,972 shares; 2020Q1: 125,548 shares; 2020Q2: 128,289 shares; 2020Q3: 136,522 shares 136,522 $19.1M 0.94% +8,233 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,089 shares; 2019Q4: 98,702 shares; 2020Q1: 96,349 shares; 2020Q2: 95,663 shares; 2020Q3: 95,580 shares 95,580 $19.1M 0.94% -83 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 142,710 shares; 2019Q4: 145,941 shares; 2020Q1: 147,832 shares; 2020Q2: 149,097 shares; 2020Q3: 153,119 shares 153,119 $19M 0.93% +4,022 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121,860 shares; 2019Q4: 119,434 shares; 2020Q1: 120,938 shares; 2020Q2: 122,737 shares; 2020Q3: 125,209 shares 125,209 $18.6M 0.92% +2,472 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,192 shares; 2019Q4: 60,128 shares; 2020Q1: 58,702 shares; 2020Q2: 58,733 shares; 2020Q3: 59,339 shares 59,339 $18.5M 0.91% +606 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 282,832 shares; 2019Q4: 288,430 shares; 2020Q1: 296,988 shares; 2020Q2: 304,445 shares; 2020Q3: 310,090 shares 310,090 $18.4M 0.91% +5,645 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 76,033 shares; 2019Q4: 76,359 shares; 2020Q1: 75,061 shares; 2020Q2: 75,022 shares; 2020Q3: 70,231 shares 70,231 $17.9M 0.88% -4,791 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 181,208 shares; 2020Q3: 403,852 shares 403,852 $16.5M 0.81% +222,644 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 21,487 shares; 2019Q4: 21,705 shares; 2020Q1: 21,783 shares; 2020Q2: 21,677 shares; 2020Q3: 21,376 shares 21,376 $16.2M 0.8% -301 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 187,292 shares; 2019Q4: 188,405 shares; 2020Q1: 191,019 shares; 2020Q2: 320,042 shares; 2020Q3: 334,678 shares 334,678 $16.2M 0.8% +14,636 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,474 shares; 2019Q4: 11,424 shares; 2020Q1: 11,206 shares; 2020Q2: 11,097 shares; 2020Q3: 10,913 shares 10,913 $16M 0.79% -184 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,202 shares; 2019Q4: 116,036 shares; 2020Q1: 114,451 shares; 2020Q2: 113,736 shares; 2020Q3: 105,948 shares 105,948 $15.7M 0.77% -7,788 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 156,117 shares; 2019Q4: 160,907 shares; 2020Q1: 94,997 shares; 2020Q2: 114,170 shares; 2020Q3: 157,385 shares 157,385 $15.6M 0.77% +43,215 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,108 shares; 2019Q4: 124,848 shares; 2020Q1: 142,043 shares; 2020Q2: 125,356 shares; 2020Q3: 129,383 shares 129,383 $15.3M 0.75% +4,027 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 63,195 shares; 2019Q4: 63,394 shares; 2020Q1: 62,208 shares; 2020Q2: 61,721 shares; 2020Q3: 60,572 shares 60,572 $14.6M 0.72% -1,149 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 210,505 shares; 2020Q3: 233,785 shares 233,785 $14.4M 0.71% +23,280 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 39,251 shares; 2019Q4: 40,110 shares; 2020Q1: 41,298 shares; 2020Q2: 42,233 shares; 2020Q3: 43,331 shares 43,331 $14.4M 0.71% +1,098 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,538 shares; 2019Q4: 28,774 shares; 2020Q1: 29,182 shares; 2020Q2: 28,924 shares; 2020Q3: 29,252 shares 29,252 $14.3M 0.71% +328 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,499 shares; 2019Q4: 86,851 shares; 2020Q1: 86,396 shares; 2020Q2: 89,025 shares; 2020Q3: 64,436 shares 64,436 $14.1M 0.7% -24,589 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 49,541 shares; 2019Q4: 49,636 shares; 2020Q1: 48,563 shares; 2020Q2: 48,226 shares; 2020Q3: 47,947 shares 47,947 $14.1M 0.69% -279 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 389,639 shares; 2019Q4: 399,902 shares; 2020Q1: 239,098 shares; 2020Q2: 239,009 shares; 2020Q3: 244,611 shares 244,611 $14M 0.69% +5,602 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,356 shares; 2019Q4: 16,660 shares; 2020Q1: 16,866 shares; 2020Q2: 16,667 shares; 2020Q3: 16,429 shares 16,429 $13.9M 0.69% -238 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 223,350 shares; 2019Q4: 229,213 shares; 2020Q1: 235,789 shares; 2020Q2: 238,735 shares; 2020Q3: 241,597 shares 241,597 $13.9M 0.68% +2,862 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 129,270 shares; 2019Q4: 134,830 shares; 2020Q1: 136,446 shares; 2020Q2: 183,921 shares; 2020Q3: 190,975 shares 190,975 $13.8M 0.68% +7,054 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158,767 shares; 2019Q4: 160,974 shares; 2020Q1: 118,836 shares; 2020Q2: 118,634 shares; 2020Q3: 119,401 shares 119,401 $13.7M 0.67% +767 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 144,673 shares; 2019Q4: 145,654 shares; 2020Q1: 207,155 shares; 2020Q2: 111,724 shares; 2020Q3: 108,125 shares 108,125 $13.2M 0.65% -3,599 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 78,717 shares; 2019Q4: 81,322 shares; 2020Q1: 83,830 shares; 2020Q2: 85,768 shares; 2020Q3: 87,044 shares 87,044 $12.8M 0.63% +1,276 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 91,039 shares; 2019Q4: 91,672 shares; 2020Q1: 91,297 shares; 2020Q2: 91,256 shares; 2020Q3: 91,236 shares 91,236 $12.6M 0.62% -20 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 99,622 shares; 2019Q4: 102,112 shares; 2020Q1: 104,938 shares; 2020Q2: 107,165 shares; 2020Q3: 112,849 shares 112,849 $12.3M 0.61% +5,684 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 56,650 shares; 2019Q4: 57,653 shares; 2020Q1: 56,802 shares; 2020Q2: 56,142 shares; 2020Q3: 56,335 shares 56,335 $11.7M 0.58% +193 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 446,532 shares; 2019Q4: 461,108 shares; 2020Q1: 466,162 shares; 2020Q2: 475,877 shares; 2020Q3: 484,240 shares 484,240 $11.7M 0.57% +8,363 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,805 shares; 2019Q4: 16,803 shares; 2020Q1: 16,769 shares; 2020Q2: 16,593 shares; 2020Q3: 16,711 shares 16,711 $11.6M 0.57% +118 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378,508 shares; 2019Q4: 273,738 shares; 2020Q1: 276,044 shares; 2020Q2: 286,718 shares; 2020Q3: 295,338 shares 295,338 $11.6M 0.57% +8,620 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 421,905 shares; 2019Q4: 422,377 shares; 2020Q1: 436,877 shares; 2020Q2: 300,878 shares; 2020Q3: 308,020 shares 308,020 $11.3M 0.56% +7,142 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,777 shares; 2019Q4: 139,143 shares; 2020Q1: 140,562 shares; 2020Q2: 141,948 shares; 2020Q3: 145,111 shares 145,111 $11.1M 0.54% +3,163 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 51,738 shares; 2019Q4: 51,829 shares; 2020Q1: 50,522 shares; 2020Q2: 50,095 shares; 2020Q3: 50,333 shares 50,333 $11M 0.54% +238 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,136 shares; 2019Q4: 114,027 shares; 2020Q1: 115,296 shares; 2020Q2: 114,309 shares; 2020Q3: 114,308 shares 114,308 $10.8M 0.53% -1 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 94,248 shares; 2019Q4: 94,496 shares; 2020Q1: 95,976 shares; 2020Q2: 95,222 shares; 2020Q3: 94,512 shares 94,512 $10.7M 0.53% -710 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,609 shares; 2019Q4: 197,187 shares; 2020Q1: 210,529 shares; 2020Q2: 214,813 shares; 2020Q3: 229,173 shares 229,173 $10.6M 0.52% +14,360 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 89,738 shares; 2019Q4: 90,167 shares; 2020Q1: 88,674 shares; 2020Q2: 88,021 shares; 2020Q3: 64,070 shares 64,070 $10.5M 0.52% -23,951 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 309,683 shares; 2020Q3: 315,388 shares 315,388 $10.5M 0.52% +5,705 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,447 shares; 2019Q4: 57,699 shares; 2020Q1: 56,122 shares; 2020Q2: 56,076 shares; 2020Q3: 54,711 shares 54,711 $10.4M 0.51% -1,365 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,782 shares; 2020Q1: 51,344 shares; 2020Q2: 61,414 shares; 2020Q3: 61,459 shares 61,459 $10.2M 0.5% +45 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150,439 shares; 2019Q4: 155,014 shares; 2020Q1: 159,387 shares; 2020Q2: 102,648 shares; 2020Q3: 104,549 shares 104,549 $10.1M 0.5% +1,901 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,660 shares; 2019Q4: 37,816 shares; 2020Q1: 37,321 shares; 2020Q2: 37,728 shares; 2020Q3: 37,715 shares 37,715 $9.23M 0.45% -13 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 91,892 shares; 2020Q3: 100,483 shares 100,483 $9.21M 0.45% +8,591 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,739 shares; 2019Q4: 5,759 shares; 2020Q1: 5,476 shares; 2020Q2: 5,363 shares; 2020Q3: 5,374 shares 5,374 $9.19M 0.45% +11 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 13,920 shares; 2020Q2: 96,625 shares; 2020Q3: 264,723 shares 264,723 $8.91M 0.44% +168,098 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 70,274 shares; 2020Q3: 72,191 shares 72,191 $8.81M 0.43% +1,917 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,289 shares; 2019Q4: 148,608 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 168,407 shares 168,407 $8.79M 0.43% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,264 shares; 2019Q4: 15,251 shares; 2020Q1: 74,082 shares; 2020Q2: 77,346 shares; 2020Q3: 78,924 shares 78,924 $8.59M 0.42% +1,578 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,944 shares; 2019Q4: 32,023 shares; 2020Q1: 155,662 shares; 2020Q2: 157,174 shares; 2020Q3: 159,551 shares 159,551 $8.26M 0.41% +2,377 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 44,719 shares; 2020Q2: 47,054 shares; 2020Q3: 47,604 shares 47,604 $8.09M 0.4% +550 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,732 shares; 2019Q4: 42,222 shares; 2020Q1: 43,418 shares; 2020Q2: 43,132 shares; 2020Q3: 42,477 shares 42,477 $7.95M 0.39% -655 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 153,676 shares; 2020Q3: 162,374 shares 162,374 $7.89M 0.39% +8,698 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 44,307 shares; 2019Q4: 45,185 shares; 2020Q1: 49,111 shares; 2020Q2: 47,601 shares; 2020Q3: 45,885 shares 45,885 $7.82M 0.38% -1,716 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 183,851 shares; 2020Q3: 200,334 shares 200,334 $7.75M 0.38% +16,483 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 193,329 shares; 2020Q1: 194,479 shares; 2020Q2: 197,088 shares; 2020Q3: 200,508 shares 200,508 $7.63M 0.38% +3,420 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 176,326 shares; 2020Q3: 129,875 shares 129,875 $7.47M 0.37% -46,451 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,088 shares; 2019Q4: 5,031 shares; 2020Q1: 4,781 shares; 2020Q2: 4,721 shares; 2020Q3: 53,521 shares 53,521 $6.72M 0.33% +48,800 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 85,485 shares 85,485 $6.46M 0.32% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 73,991 shares; 2019Q4: 76,180 shares; 2020Q1: 76,897 shares; 2020Q2: 136,898 shares; 2020Q3: 137,731 shares 137,731 $5.97M 0.29% +833 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 31,724 shares 31,724 $5.88M 0.29% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 100,301 shares; 2019Q4: 99,131 shares; 2020Q1: 92,772 shares; 2020Q2: 93,004 shares; 2020Q3: 93,019 shares 93,019 $5.88M 0.29% +15 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,209 shares; 2019Q4: 56,693 shares; 2020Q1: 40,161 shares; 2020Q2: 33,871 shares; 2020Q3: 33,586 shares 33,586 $5.55M 0.27% -285 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,175 shares; 2019Q4: 75,372 shares; 2020Q1: 111,401 shares; 2020Q2: 96,635 shares; 2020Q3: 93,282 shares 93,282 $4.71M 0.23% -3,353 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 55,431 shares 55,431 $4.61M 0.23% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,898 shares; 2019Q4: 29,663 shares; 2020Q1: 26,733 shares; 2020Q2: 20,416 shares; 2020Q3: 30,319 shares 30,319 $4.54M 0.22% +9,903 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116,003 shares; 2019Q4: 104,859 shares; 2020Q1: 112,996 shares; 2020Q2: 117,106 shares; 2020Q3: 118,596 shares 118,596 $4.26M 0.21% +1,490 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,915 shares; 2019Q4: 34,672 shares; 2020Q1: 35,546 shares; 2020Q2: 35,937 shares; 2020Q3: 35,608 shares 35,608 $4.19M 0.21% -329 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,413 shares; 2019Q4: 9,606 shares; 2020Q1: 10,581 shares; 2020Q2: 10,538 shares; 2020Q3: 11,475 shares 11,475 $3.84M 0.19% +937 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,800 shares; 2019Q4: 40,836 shares; 2020Q1: 39,176 shares; 2020Q2: 40,148 shares; 2020Q3: 40,554 shares 40,554 $3.48M 0.17% +406 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,666 shares; 2019Q4: 12,728 shares; 2020Q1: 9,993 shares; 2020Q2: 9,409 shares; 2020Q3: 9,909 shares 9,909 $3.36M 0.17% +500 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 25,782 shares; 2020Q2: 25,782 shares; 2020Q3: 29,421 shares 29,421 $2.07M 0.1% +3,639 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,172 shares; 2019Q4: 32,172 shares; 2020Q1: 31,076 shares; 2020Q2: 30,776 shares; 2020Q3: 29,554 shares 29,554 $1.84M 0.09% -1,222 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,300 shares; 2019Q4: 5,300 shares; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares 5,300 $1.71M 0.08% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5 shares; 2019Q4: 5 shares; 2020Q1: 5 shares; 2020Q2: 5 shares; 2020Q3: 5 shares 5 $1.6M 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,480 shares; 2019Q4: 15,536 shares; 2020Q1: 14,435 shares; 2020Q2: 14,665 shares; 2020Q3: 15,601 shares 15,601 $1.37M 0.07% +936 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,267 shares; 2019Q4: 11,373 shares; 2020Q1: 11,192 shares; 2020Q2: 10,554 shares; 2020Q3: 9,326 shares 9,326 $1.3M 0.06% -1,228 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,533 shares; 2019Q4: 18,573 shares; 2020Q1: 17,594 shares; 2020Q2: 17,415 shares; 2020Q3: 17,270 shares 17,270 $1.29M 0.06% -145 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,004 shares; 2019Q4: 4,116 shares; 2020Q1: 3,818 shares; 2020Q2: 3,829 shares; 2020Q3: 3,804 shares 3,804 $1.28M 0.06% -25 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 935 shares; 2019Q4: 823 shares; 2020Q1: 1,035 shares; 2020Q2: 4,151 shares; 2020Q3: 4,136 shares 4,136 $1.27M 0.06% -15 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,476 shares; 2019Q4: 32,427 shares; 2020Q1: 31,528 shares; 2020Q2: 31,528 shares; 2020Q3: 31,155 shares 31,155 $1.2M 0.06% -373 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,618 shares; 2019Q4: 11,068 shares; 2020Q1: 10,703 shares; 2020Q2: 10,558 shares; 2020Q3: 13,172 shares 13,172 $1.12M 0.06% +2,614 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,181 shares; 2019Q4: 3,144 shares; 2020Q1: 3,138 shares; 2020Q2: 3,138 shares; 2020Q3: 3,903 shares 3,903 $1.06M 0.05% +765 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,078 shares; 2019Q4: 13,078 shares; 2020Q1: 13,078 shares; 2020Q2: not reported; 2020Q3: 13,078 shares 13,078 $1.06M 0.05% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,788 shares; 2019Q4: 29,868 shares; 2020Q1: 29,853 shares; 2020Q2: 23,988 shares; 2020Q3: 22,838 shares 22,838 $1.05M 0.05% -1,150 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,080 shares; 2019Q4: 9,129 shares; 2020Q1: 8,776 shares; 2020Q2: 8,642 shares; 2020Q3: 8,796 shares 8,796 $1.05M 0.05% +154 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,169 shares; 2019Q4: 2,329 shares; 2020Q1: 4,742 shares; 2020Q2: 3,922 shares; 2020Q3: 3,658 shares 3,658 $1.02M 0.05% -264 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,300 shares; 2019Q4: 23,300 shares; 2020Q1: 23,300 shares; 2020Q2: 23,300 shares; 2020Q3: 23,300 shares 23,300 $1.01M 0.05% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,446 shares; 2019Q4: 27,176 shares; 2020Q1: 28,944 shares; 2020Q2: 29,821 shares; 2020Q3: 31,996 shares 31,996 $1M 0.05% +2,175 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,867 shares; 2019Q4: 7,032 shares; 2020Q1: 6,351 shares; 2020Q2: 6,314 shares; 2020Q3: 6,199 shares 6,199 $993K 0.05% -115 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 68,558 shares; 2019Q4: 69,980 shares; 2020Q1: 6,280 shares; 2020Q2: 5,886 shares; 2020Q3: 5,475 shares 5,475 $966K 0.05% -411 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,996 shares; 2019Q4: 13,204 shares; 2020Q1: 12,327 shares; 2020Q2: 12,211 shares; 2020Q3: 12,405 shares 12,405 $957K 0.05% +194 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 229,772 shares; 2019Q4: 169,126 shares; 2020Q1: not reported; 2020Q2: 9,582 shares; 2020Q3: 9,075 shares 9,075 $925K 0.05% -507 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,519 shares; 2019Q4: 31,707 shares; 2020Q1: 30,163 shares; 2020Q2: 28,939 shares; 2020Q3: 24,820 shares 24,820 $890K 0.04% -4,119 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,653 shares; 2019Q4: 3,636 shares; 2020Q1: 3,625 shares; 2020Q2: 3,625 shares; 2020Q3: 3,780 shares 3,780 $854K 0.04% +155 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,799 shares; 2019Q4: 1,981 shares; 2020Q1: 3,812 shares; 2020Q2: 3,812 shares; 2020Q3: 3,975 shares 3,975 $778K 0.04% +163 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,512 shares; 2019Q4: 12,521 shares; 2020Q1: 10,496 shares; 2020Q2: 9,946 shares; 2020Q3: 9,541 shares 9,541 $772K 0.04% -405 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,138 shares; 2019Q4: 8,154 shares; 2020Q1: 8,269 shares; 2020Q2: 8,574 shares; 2020Q3: 9,188 shares 9,188 $762K 0.04% +614 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,381 shares; 2019Q4: 17,423 shares; 2020Q1: 17,024 shares; 2020Q2: 16,405 shares; 2020Q3: 14,779 shares 14,779 $730K 0.04% -1,626 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,661 shares 5,661 $728K 0.04% new Timeline 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,000 shares; 2019Q4: 4,000 shares; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares 4,000 $723K 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,106 shares; 2019Q4: 10,331 shares; 2020Q1: 10,331 shares; 2020Q2: 10,331 shares; 2020Q3: 10,331 shares 10,331 $717K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,550 shares; 2019Q4: 3,550 shares; 2020Q1: 3,550 shares; 2020Q2: 3,550 shares; 2020Q3: 3,550 shares 3,550 $695K 0.03% 0 NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares; 2020Q3: 8,000 shares 8,000 $626K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,446 shares 1,446 $620K 0.03% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 10,606 shares; 2020Q1: 9,393 shares; 2020Q2: 9,303 shares; 2020Q3: 9,254 shares 9,254 $558K 0.03% -49 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,616 shares; 2019Q4: 4,620 shares; 2020Q1: 4,522 shares; 2020Q2: 4,527 shares; 2020Q3: 4,319 shares 4,319 $546K 0.03% -208 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 268,714 shares; 2019Q4: 270,703 shares; 2020Q1: 479,094 shares; 2020Q2: 137,512 shares; 2020Q3: 3,965 shares 3,965 $530K 0.03% -133,547 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,715 shares; 2019Q4: 1,715 shares; 2020Q1: 1,715 shares; 2020Q2: 1,390 shares; 2020Q3: 1,340 shares 1,340 $529K 0.03% -50 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,168 shares; 2019Q4: 3,318 shares; 2020Q1: 4,331 shares; 2020Q2: 4,336 shares; 2020Q3: 4,306 shares 4,306 $508K 0.02% -30 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,590 shares; 2019Q4: not reported; 2020Q1: 6,319 shares; 2020Q2: 6,206 shares; 2020Q3: 4,249 shares 4,249 $496K 0.02% -1,957 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 896 shares; 2019Q4: 889 shares; 2020Q1: 935 shares; 2020Q2: 863 shares; 2020Q3: 1,405 shares 1,405 $475K 0.02% +542 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,202 shares; 2019Q4: 7,236 shares; 2020Q1: 7,367 shares; 2020Q2: 7,302 shares; 2020Q3: 7,381 shares 7,381 $455K 0.02% +79 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,292 shares; 2019Q4: 5,260 shares; 2020Q1: 6,673 shares; 2020Q2: 5,557 shares; 2020Q3: 5,557 shares 5,557 $448K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,902 shares; 2019Q4: 1,869 shares; 2020Q1: 1,897 shares; 2020Q2: 1,812 shares; 2020Q3: 1,912 shares 1,912 $445K 0.02% +100 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,527 shares; 2019Q4: 8,527 shares; 2020Q1: 8,527 shares; 2020Q2: 8,527 shares; 2020Q3: 8,527 shares 8,527 $438K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,597 shares; 2019Q4: 4,701 shares; 2020Q1: 4,701 shares; 2020Q2: 5,324 shares; 2020Q3: 6,624 shares 6,624 $434K 0.02% +1,300 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 236,296 shares; 2019Q4: 243,583 shares; 2020Q1: 11,717 shares; 2020Q2: 9,005 shares; 2020Q3: 8,233 shares 8,233 $425K 0.02% -772 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,692 shares; 2020Q2: 7,692 shares; 2020Q3: 7,692 shares 7,692 $419K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,000 shares; 2019Q4: 19,000 shares; 2020Q1: 16,000 shares; 2020Q2: 13,300 shares; 2020Q3: 13,300 shares 13,300 $404K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,345 shares; 2019Q4: 6,200 shares; 2020Q1: 6,703 shares; 2020Q2: 6,953 shares; 2020Q3: 6,823 shares 6,823 $398K 0.02% -130 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 596 shares; 2019Q4: 598 shares; 2020Q1: 596 shares; 2020Q2: 664 shares; 2020Q3: 690 shares 690 $389K 0.02% +26 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 43,860 shares; 2019Q4: 43,860 shares; 2020Q1: 43,860 shares; 2020Q2: 33,760 shares; 2020Q3: 35,114 shares 35,114 $388K 0.02% +1,354 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,070 shares; 2019Q4: 1,925 shares; 2020Q1: 2,051 shares; 2020Q2: 2,051 shares; 2020Q3: 1,829 shares 1,829 $384K 0.02% -222 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,563 shares; 2019Q4: 1,563 shares; 2020Q1: 2,556 shares; 2020Q2: 2,363 shares; 2020Q3: 2,163 shares 2,163 $381K 0.02% -200 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,000 shares; 2020Q2: 5,000 shares; 2020Q3: 3,500 shares 3,500 $378K 0.02% -1,500 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,093 shares; 2019Q4: 3,870 shares; 2020Q1: 3,529 shares; 2020Q2: 3,529 shares; 2020Q3: 3,178 shares 3,178 $366K 0.02% -351 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,400 shares; 2019Q4: 14,400 shares; 2020Q1: 14,400 shares; 2020Q2: 12,000 shares; 2020Q3: 11,000 shares 11,000 $365K 0.02% -1,000 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,190 shares; 2019Q4: 3,073 shares; 2020Q1: 3,175 shares; 2020Q2: 3,073 shares; 2020Q3: 3,087 shares 3,087 $363K 0.02% +14 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,377 shares; 2019Q4: 19,377 shares; 2020Q1: 12,905 shares; 2020Q2: 12,905 shares; 2020Q3: 12,905 shares 12,905 $361K 0.02% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,400 shares; 2019Q4: 5,400 shares; 2020Q1: 3,750 shares; 2020Q2: 3,750 shares; 2020Q3: 3,750 shares 3,750 $337K 0.02% 0 Timeline 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306,349 shares; 2019Q4: 312,845 shares; 2020Q1: 14,619 shares; 2020Q2: 11,095 shares; 2020Q3: 10,290 shares 10,290 $337K 0.02% -805 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,715 shares; 2020Q3: 1,715 shares 1,715 $316K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,552 shares; 2019Q4: 2,957 shares; 2020Q1: not reported; 2020Q2: 1,621 shares; 2020Q3: 1,885 shares 1,885 $313K 0.02% +264 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,276 shares 2,276 $313K 0.02% new ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,333 shares 1,333 $308K 0.02% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,208 shares; 2019Q4: 33,779 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 841 shares 841 $306K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,071 shares; 2019Q4: 5,510 shares; 2020Q1: 5,102 shares; 2020Q2: 5,044 shares; 2020Q3: 5,044 shares 5,044 $301K 0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,216 shares; 2019Q4: 18,826 shares; 2020Q1: 17,004 shares; 2020Q2: 15,960 shares; 2020Q3: 10,435 shares 10,435 $298K 0.01% -5,525 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 626 shares; 2020Q1: 752 shares; 2020Q2: 699 shares; 2020Q3: 773 shares 773 $296K 0.01% +74 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,667 shares; 2019Q4: 1,678 shares; 2020Q1: not reported; 2020Q2: 1,324 shares; 2020Q3: 1,287 shares 1,287 $293K 0.01% -37 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,503 shares; 2019Q4: 3,970 shares; 2020Q1: 2,928 shares; 2020Q2: 2,558 shares; 2020Q3: 2,484 shares 2,484 $291K 0.01% -74 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 103,480 shares; 2019Q4: 90,038 shares; 2020Q1: 93,516 shares; 2020Q2: 100,041 shares; 2020Q3: 8,460 shares 8,460 $290K 0.01% -91,581 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,400 shares; 2019Q4: 6,400 shares; 2020Q1: 6,676 shares; 2020Q2: 6,488 shares; 2020Q3: 6,705 shares 6,705 $287K 0.01% +217 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,400 shares; 2019Q4: 2,080 shares; 2020Q1: 2,738 shares; 2020Q2: 2,626 shares; 2020Q3: 2,725 shares 2,725 $281K 0.01% +99 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,440 shares; 2019Q4: 2,440 shares; 2020Q1: 2,440 shares; 2020Q2: 2,440 shares; 2020Q3: 2,509 shares 2,509 $277K 0.01% +69 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,820 shares 3,820 $275K 0.01% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,527 shares; 2019Q4: 1,942 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,552 shares 1,552 $275K 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,000 shares; 2019Q4: 11,000 shares; 2020Q1: 11,000 shares; 2020Q2: 11,000 shares; 2020Q3: 11,000 shares 11,000 $269K 0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,247 shares; 2019Q4: 14,247 shares; 2020Q1: 14,447 shares; 2020Q2: 14,647 shares; 2020Q3: 14,647 shares 14,647 $269K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,175 shares; 2020Q2: 1,175 shares; 2020Q3: 1,175 shares 1,175 $267K 0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,200 shares; 2020Q3: 2,200 shares 2,200 $261K 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,629 shares; 2019Q4: 3,689 shares; 2020Q1: 3,581 shares; 2020Q2: 3,181 shares; 2020Q3: 3,181 shares 3,181 $254K 0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,388 shares 2,388 $253K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,560 shares; 2019Q4: 2,650 shares; 2020Q1: not reported; 2020Q2: 2,379 shares; 2020Q3: 2,352 shares 2,352 $246K 0.01% -27 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,035 shares; 2019Q4: 6,643 shares; 2020Q1: 6,914 shares; 2020Q2: 6,643 shares; 2020Q3: 6,643 shares 6,643 $241K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,249 shares; 2019Q4: 2,272 shares; 2020Q1: 2,167 shares; 2020Q2: not reported; 2020Q3: 1,607 shares 1,607 $240K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,250 shares; 2019Q4: 2,205 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,647 shares 1,647 $235K 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,291 shares; 2020Q3: 4,459 shares 4,459 $232K 0.01% +168 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,726 shares 2,726 $221K 0.01% new Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,910 shares 4,910 $218K 0.01% new VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,941 shares; 2019Q4: 2,063 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,661 shares 1,661 $215K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,347 shares; 2019Q4: 4,986 shares; 2020Q1: 5,021 shares; 2020Q2: 4,521 shares; 2020Q3: 2,371 shares 2,371 $206K 0.01% -2,150 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,793 shares 10,793 $145K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15,796 shares 15,796 $116K 0.01% new Timeline DWS STRATEGIC MUN INCOME TR DWS STRATEGIC MUN INCOME TR More: the full row for DWS STRATEGIC MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,647 shares 10,647 $116K 0.01% new EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,772 shares 10,772 $104K 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,000 shares; 2019Q4: 24,000 shares; 2020Q1: 24,500 shares; 2020Q2: 24,500 shares; 2020Q3: 24,500 shares 24,500 $102K 0.01% 0 Timeline GUGGENHEIM ENHANCED EQUITY I GUGGENHEIM ENHANCED EQUITY I More: the full row for GUGGENHEIM ENHANCED EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 16,716 shares 16,716 $91K <0.01% new F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,371 shares 13,371 $89K <0.01% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 130,080 shares; 2020Q3: 130,080 shares 130,080 $68K <0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,000 shares; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares 10,000 $9K <0.01% 0