EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2020Q4: 1,610,130 shares 1,610,130 $117M 5.09% +81,939 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 400,104 shares; 2019Q4: 403,577 shares; 2020Q1: 405,461 shares; 2020Q2: 401,908 shares; 2020Q3: 408,283 shares; 2020Q4: 408,350 shares 408,350 $90.8M 3.94% +67 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 164,871 shares; 2019Q4: 165,042 shares; 2020Q1: 167,928 shares; 2020Q2: 166,408 shares; 2020Q3: 672,579 shares; 2020Q4: 684,388 shares 684,388 $90.8M 3.94% +11,809 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,167 shares; 2019Q4: 24,053 shares; 2020Q1: 23,908 shares; 2020Q2: 23,872 shares; 2020Q3: 23,654 shares; 2020Q4: 23,296 shares 23,296 $75.9M 3.29% -358 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 327,164 shares; 2019Q4: 336,870 shares; 2020Q1: 335,031 shares; 2020Q2: 338,691 shares; 2020Q3: 342,152 shares; 2020Q4: 351,493 shares 351,493 $68.4M 2.97% +9,341 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240,873 shares; 2019Q4: 247,324 shares; 2020Q1: 258,460 shares; 2020Q2: 264,377 shares; 2020Q3: 268,163 shares; 2020Q4: 251,615 shares 251,615 $57.8M 2.51% -16,548 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; 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; 2020Q4: 1,110,888 shares 1,110,888 $52.4M 2.27% +68,528 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,296 shares; 2019Q4: 116,926 shares; 2020Q1: 111,806 shares; 2020Q2: 205,270 shares; 2020Q3: 218,073 shares; 2020Q4: 236,560 shares 236,560 $41.6M 1.8% +18,487 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 912,786 shares; 2019Q4: 943,333 shares; 2020Q1: 722,006 shares; 2020Q2: 720,726 shares; 2020Q3: 767,363 shares; 2020Q4: 819,657 shares 819,657 $41.1M 1.78% +52,294 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 954,007 shares; 2020Q3: 998,768 shares; 2020Q4: 1,089,562 shares 1,089,562 $40.5M 1.76% +90,794 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 112,890 shares; 2019Q4: 116,063 shares; 2020Q1: 61,022 shares; 2020Q2: 73,721 shares; 2020Q3: 102,806 shares; 2020Q4: 138,813 shares 138,813 $39.8M 1.73% +36,007 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 156,117 shares; 2019Q4: 160,907 shares; 2020Q1: 94,997 shares; 2020Q2: 114,170 shares; 2020Q3: 157,385 shares; 2020Q4: 281,040 shares 281,040 $37M 1.6% +123,655 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 181,028 shares; 2019Q4: 181,252 shares; 2020Q1: 175,529 shares; 2020Q2: 174,201 shares; 2020Q3: 171,815 shares; 2020Q4: 168,821 shares 168,821 $36.9M 1.6% -2,994 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 165,668 shares; 2019Q4: 164,082 shares; 2020Q1: 158,382 shares; 2020Q2: 157,434 shares; 2020Q3: 153,256 shares; 2020Q4: 148,898 shares 148,898 $34.9M 1.51% -4,358 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 247,942 shares; 2019Q4: 253,817 shares; 2020Q1: 261,751 shares; 2020Q2: 263,138 shares; 2020Q3: 267,145 shares; 2020Q4: 270,018 shares 270,018 $34.3M 1.49% +2,873 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,426 shares; 2019Q4: 81,275 shares; 2020Q1: 80,369 shares; 2020Q2: 79,897 shares; 2020Q3: 80,065 shares; 2020Q4: 77,737 shares 77,737 $29.3M 1.27% -2,328 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 147,237 shares; 2019Q4: 150,624 shares; 2020Q1: 154,266 shares; 2020Q2: 124,342 shares; 2020Q3: 127,879 shares; 2020Q4: 131,397 shares 131,397 $29.2M 1.27% +3,518 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 142,710 shares; 2019Q4: 145,941 shares; 2020Q1: 147,832 shares; 2020Q2: 149,097 shares; 2020Q3: 153,119 shares; 2020Q4: 157,761 shares 157,761 $28.6M 1.24% +4,642 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,321 shares; 2019Q4: 100,379 shares; 2020Q1: 101,989 shares; 2020Q2: 88,630 shares; 2020Q3: 90,461 shares; 2020Q4: 368,821 shares 368,821 $28.5M 1.23% +278,360 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 105,120 shares; 2019Q4: 106,026 shares; 2020Q1: 104,725 shares; 2020Q2: 104,017 shares; 2020Q3: 101,257 shares; 2020Q4: 98,142 shares 98,142 $26.8M 1.16% -3,115 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,974 shares; 2019Q4: 60,669 shares; 2020Q1: 59,478 shares; 2020Q2: 59,089 shares; 2020Q3: 57,802 shares; 2020Q4: 55,932 shares 55,932 $26.1M 1.13% -1,870 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 186,777 shares; 2019Q4: 193,593 shares; 2020Q1: 203,038 shares; 2020Q2: 207,136 shares; 2020Q3: 212,672 shares; 2020Q4: 184,247 shares 184,247 $25.6M 1.11% -28,425 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,365 shares; 2019Q4: 30,504 shares; 2020Q1: 173,542 shares; 2020Q2: 173,505 shares; 2020Q3: 173,505 shares; 2020Q4: 152,195 shares 152,195 $25.6M 1.11% -21,310 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 45,220 shares; 2019Q4: 45,290 shares; 2020Q1: 44,802 shares; 2020Q2: 44,635 shares; 2020Q3: 44,710 shares; 2020Q4: 43,670 shares 43,670 $24M 1.04% -1,040 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47,580 shares; 2019Q4: 46,223 shares; 2020Q1: 44,986 shares; 2020Q2: 44,833 shares; 2020Q3: 44,087 shares; 2020Q4: 43,419 shares 43,419 $23.5M 1.02% -668 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,108 shares; 2019Q4: 124,848 shares; 2020Q1: 142,043 shares; 2020Q2: 125,356 shares; 2020Q3: 129,383 shares; 2020Q4: 170,767 shares 170,767 $23.3M 1.01% +41,384 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 110,415 shares; 2019Q4: 110,011 shares; 2020Q1: 108,060 shares; 2020Q2: 107,562 shares; 2020Q3: 106,281 shares; 2020Q4: 104,687 shares 104,687 $23.3M 1.01% -1,594 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 187,292 shares; 2019Q4: 188,405 shares; 2020Q1: 191,019 shares; 2020Q2: 320,042 shares; 2020Q3: 334,678 shares; 2020Q4: 339,543 shares 339,543 $23.3M 1.01% +4,865 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 152,454 shares; 2019Q4: 154,375 shares; 2020Q1: 156,065 shares; 2020Q2: 157,898 shares; 2020Q3: 160,995 shares; 2020Q4: 163,580 shares 163,580 $23.1M 1% +2,585 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 174,597 shares; 2019Q4: 179,069 shares; 2020Q1: 183,214 shares; 2020Q2: 186,005 shares; 2020Q3: 191,745 shares; 2020Q4: 197,306 shares 197,306 $23.1M 1% +5,561 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,785 shares; 2019Q4: 13,021 shares; 2020Q1: 13,328 shares; 2020Q2: 13,385 shares; 2020Q3: 13,148 shares; 2020Q4: 12,984 shares 12,984 $22.8M 0.99% -164 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 197,722 shares; 2019Q4: 202,883 shares; 2020Q1: 208,525 shares; 2020Q2: 211,920 shares; 2020Q3: 218,889 shares; 2020Q4: 224,146 shares 224,146 $22.3M 0.97% +5,257 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 134,142 shares; 2019Q4: 136,424 shares; 2020Q1: 138,649 shares; 2020Q2: 93,736 shares; 2020Q3: 93,897 shares; 2020Q4: 96,185 shares 96,185 $22.3M 0.97% +2,288 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 96,471 shares; 2019Q4: 98,641 shares; 2020Q1: 100,395 shares; 2020Q2: 101,954 shares; 2020Q3: 103,762 shares; 2020Q4: 103,641 shares 103,641 $21.6M 0.94% -121 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,065 shares; 2019Q4: 90,552 shares; 2020Q1: 94,971 shares; 2020Q2: 88,070 shares; 2020Q3: 89,137 shares; 2020Q4: 88,341 shares 88,341 $21.3M 0.92% -796 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 39,251 shares; 2019Q4: 40,110 shares; 2020Q1: 41,298 shares; 2020Q2: 42,233 shares; 2020Q3: 43,331 shares; 2020Q4: 44,605 shares 44,605 $21.1M 0.91% +1,274 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 87,550 shares; 2019Q4: 87,643 shares; 2020Q1: 82,574 shares; 2020Q2: 80,957 shares; 2020Q3: 79,305 shares; 2020Q4: 79,150 shares 79,150 $21M 0.91% -155 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 60,192 shares; 2019Q4: 60,128 shares; 2020Q1: 58,702 shares; 2020Q2: 58,733 shares; 2020Q3: 59,339 shares; 2020Q4: 58,390 shares 58,390 $20.5M 0.89% -949 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121,860 shares; 2019Q4: 119,434 shares; 2020Q1: 120,938 shares; 2020Q2: 122,737 shares; 2020Q3: 125,209 shares; 2020Q4: 129,877 shares 129,877 $20.4M 0.89% +4,668 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98,089 shares; 2019Q4: 98,702 shares; 2020Q1: 96,349 shares; 2020Q2: 95,663 shares; 2020Q3: 95,580 shares; 2020Q4: 93,208 shares 93,208 $20.2M 0.87% -2,372 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,052 shares; 2019Q4: 120,972 shares; 2020Q1: 125,548 shares; 2020Q2: 128,289 shares; 2020Q3: 136,522 shares; 2020Q4: 139,888 shares 139,888 $20.2M 0.87% +3,366 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 127,866 shares; 2019Q4: 131,019 shares; 2020Q1: 132,118 shares; 2020Q2: 126,326 shares; 2020Q3: 136,973 shares; 2020Q4: 185,928 shares 185,928 $19.1M 0.83% +48,955 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 28,293 shares; 2020Q2: 35,262 shares; 2020Q3: 36,720 shares; 2020Q4: 36,530 shares 36,530 $19.1M 0.83% -190 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,474 shares; 2019Q4: 11,424 shares; 2020Q1: 11,206 shares; 2020Q2: 11,097 shares; 2020Q3: 10,913 shares; 2020Q4: 10,840 shares 10,840 $19M 0.82% -73 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 229,772 shares; 2019Q4: 169,126 shares; 2020Q1: not reported; 2020Q2: 9,582 shares; 2020Q3: 9,075 shares; 2020Q4: 181,665 shares 181,665 $18.5M 0.8% +172,590 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 389,639 shares; 2019Q4: 399,902 shares; 2020Q1: 239,098 shares; 2020Q2: 239,009 shares; 2020Q3: 244,611 shares; 2020Q4: 249,500 shares 249,500 $17.1M 0.74% +4,889 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 99,622 shares; 2019Q4: 102,112 shares; 2020Q1: 104,938 shares; 2020Q2: 107,165 shares; 2020Q3: 112,849 shares; 2020Q4: 116,021 shares 116,021 $17M 0.74% +3,172 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 115,202 shares; 2019Q4: 116,036 shares; 2020Q1: 114,451 shares; 2020Q2: 113,736 shares; 2020Q3: 105,948 shares; 2020Q4: 100,039 shares 100,039 $16.9M 0.73% -5,909 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 210,505 shares; 2020Q3: 233,785 shares; 2020Q4: 257,540 shares 257,540 $16M 0.69% +23,755 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 21,487 shares; 2019Q4: 21,705 shares; 2020Q1: 21,783 shares; 2020Q2: 21,677 shares; 2020Q3: 21,376 shares; 2020Q4: 21,168 shares 21,168 $15.1M 0.66% -208 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 76,033 shares; 2019Q4: 76,359 shares; 2020Q1: 75,061 shares; 2020Q2: 75,022 shares; 2020Q3: 70,231 shares; 2020Q4: 65,628 shares 65,628 $15.1M 0.65% -4,603 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,538 shares; 2019Q4: 28,774 shares; 2020Q1: 29,182 shares; 2020Q2: 28,924 shares; 2020Q3: 29,252 shares; 2020Q4: 29,786 shares 29,786 $14.9M 0.65% +534 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 282,832 shares; 2019Q4: 288,430 shares; 2020Q1: 296,988 shares; 2020Q2: 304,445 shares; 2020Q3: 310,090 shares; 2020Q4: 253,260 shares 253,260 $14.9M 0.64% -56,830 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,356 shares; 2019Q4: 16,660 shares; 2020Q1: 16,866 shares; 2020Q2: 16,667 shares; 2020Q3: 16,429 shares; 2020Q4: 16,029 shares 16,029 $14.8M 0.64% -400 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 446,532 shares; 2019Q4: 461,108 shares; 2020Q1: 466,162 shares; 2020Q2: 475,877 shares; 2020Q3: 484,240 shares; 2020Q4: 487,339 shares 487,339 $14.8M 0.64% +3,099 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 13,920 shares; 2020Q2: 96,625 shares; 2020Q3: 264,723 shares; 2020Q4: 368,279 shares 368,279 $14.6M 0.63% +103,556 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 223,350 shares; 2019Q4: 229,213 shares; 2020Q1: 235,789 shares; 2020Q2: 238,735 shares; 2020Q3: 241,597 shares; 2020Q4: 247,695 shares 247,695 $14.5M 0.63% +6,098 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 85,499 shares; 2019Q4: 86,851 shares; 2020Q1: 86,396 shares; 2020Q2: 89,025 shares; 2020Q3: 64,436 shares; 2020Q4: 66,711 shares 66,711 $14.3M 0.62% +2,275 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158,767 shares; 2019Q4: 160,974 shares; 2020Q1: 118,836 shares; 2020Q2: 118,634 shares; 2020Q3: 119,401 shares; 2020Q4: 120,404 shares 120,404 $14.1M 0.61% +1,003 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 144,673 shares; 2019Q4: 145,654 shares; 2020Q1: 207,155 shares; 2020Q2: 111,724 shares; 2020Q3: 108,125 shares; 2020Q4: 116,898 shares 116,898 $14M 0.61% +8,773 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 91,892 shares; 2020Q3: 100,483 shares; 2020Q4: 104,448 shares 104,448 $13.6M 0.59% +3,965 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 56,650 shares; 2019Q4: 57,653 shares; 2020Q1: 56,802 shares; 2020Q2: 56,142 shares; 2020Q3: 56,335 shares; 2020Q4: 55,441 shares 55,441 $13.6M 0.59% -894 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 89,738 shares; 2019Q4: 90,167 shares; 2020Q1: 88,674 shares; 2020Q2: 88,021 shares; 2020Q3: 64,070 shares; 2020Q4: 63,668 shares 63,668 $13.5M 0.59% -402 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,660 shares; 2019Q4: 37,816 shares; 2020Q1: 37,321 shares; 2020Q2: 37,728 shares; 2020Q3: 37,715 shares; 2020Q4: 37,733 shares 37,733 $13.4M 0.58% +18 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 91,039 shares; 2019Q4: 91,672 shares; 2020Q1: 91,297 shares; 2020Q2: 91,256 shares; 2020Q3: 91,236 shares; 2020Q4: 90,418 shares 90,418 $13.4M 0.58% -818 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 63,195 shares; 2019Q4: 63,394 shares; 2020Q1: 62,208 shares; 2020Q2: 61,721 shares; 2020Q3: 60,572 shares; 2020Q4: 59,272 shares 59,272 $13.3M 0.58% -1,300 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 51,738 shares; 2019Q4: 51,829 shares; 2020Q1: 50,522 shares; 2020Q2: 50,095 shares; 2020Q3: 50,333 shares; 2020Q4: 49,967 shares 49,967 $13.3M 0.58% -366 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 129,270 shares; 2019Q4: 134,830 shares; 2020Q1: 136,446 shares; 2020Q2: 183,921 shares; 2020Q3: 190,975 shares; 2020Q4: 149,761 shares 149,761 $12.6M 0.55% -41,214 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378,508 shares; 2019Q4: 273,738 shares; 2020Q1: 276,044 shares; 2020Q2: 286,718 shares; 2020Q3: 295,338 shares; 2020Q4: 281,565 shares 281,565 $12.6M 0.55% -13,773 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,609 shares; 2019Q4: 197,187 shares; 2020Q1: 210,529 shares; 2020Q2: 214,813 shares; 2020Q3: 229,173 shares; 2020Q4: 239,593 shares 239,593 $12.6M 0.54% +10,420 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 78,717 shares; 2019Q4: 81,322 shares; 2020Q1: 83,830 shares; 2020Q2: 85,768 shares; 2020Q3: 87,044 shares; 2020Q4: 89,351 shares 89,351 $12.5M 0.54% +2,307 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,805 shares; 2019Q4: 16,803 shares; 2020Q1: 16,769 shares; 2020Q2: 16,593 shares; 2020Q3: 16,711 shares; 2020Q4: 16,491 shares 16,491 $12.1M 0.53% -220 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,739 shares; 2019Q4: 5,759 shares; 2020Q1: 5,476 shares; 2020Q2: 5,363 shares; 2020Q3: 5,374 shares; 2020Q4: 5,324 shares 5,324 $11.9M 0.51% -50 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,447 shares; 2019Q4: 57,699 shares; 2020Q1: 56,122 shares; 2020Q2: 56,076 shares; 2020Q3: 54,711 shares; 2020Q4: 53,421 shares 53,421 $11.7M 0.51% -1,290 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 421,905 shares; 2019Q4: 422,377 shares; 2020Q1: 436,877 shares; 2020Q2: 300,878 shares; 2020Q3: 308,020 shares; 2020Q4: 316,115 shares 316,115 $11.6M 0.5% +8,095 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 309,683 shares; 2020Q3: 315,388 shares; 2020Q4: 343,190 shares 343,190 $11.5M 0.5% +27,802 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 94,248 shares; 2019Q4: 94,496 shares; 2020Q1: 95,976 shares; 2020Q2: 95,222 shares; 2020Q3: 94,512 shares; 2020Q4: 94,281 shares 94,281 $11.1M 0.48% -231 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,289 shares; 2019Q4: 148,608 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 168,407 shares; 2020Q4: 184,712 shares 184,712 $11.1M 0.48% +16,305 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 118,136 shares; 2019Q4: 114,027 shares; 2020Q1: 115,296 shares; 2020Q2: 114,309 shares; 2020Q3: 114,308 shares; 2020Q4: 111,787 shares 111,787 $11.1M 0.48% -2,521 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 49,541 shares; 2019Q4: 49,636 shares; 2020Q1: 48,563 shares; 2020Q2: 48,226 shares; 2020Q3: 47,947 shares; 2020Q4: 46,430 shares 46,430 $10.8M 0.47% -1,517 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 70,274 shares; 2020Q3: 72,191 shares; 2020Q4: 74,523 shares 74,523 $10.7M 0.47% +2,332 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 183,777 shares; 2019Q4: 139,143 shares; 2020Q1: 140,562 shares; 2020Q2: 141,948 shares; 2020Q3: 145,111 shares; 2020Q4: 150,915 shares 150,915 $10.7M 0.46% +5,804 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 58,209 shares; 2019Q4: 56,693 shares; 2020Q1: 40,161 shares; 2020Q2: 33,871 shares; 2020Q3: 33,586 shares; 2020Q4: 48,189 shares 48,189 $10.3M 0.45% +14,603 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 153,676 shares; 2020Q3: 162,374 shares; 2020Q4: 177,270 shares 177,270 $10.1M 0.44% +14,896 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150,439 shares; 2019Q4: 155,014 shares; 2020Q1: 159,387 shares; 2020Q2: 102,648 shares; 2020Q3: 104,549 shares; 2020Q4: 108,699 shares 108,699 $10M 0.43% +4,150 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,782 shares; 2020Q1: 51,344 shares; 2020Q2: 61,414 shares; 2020Q3: 61,459 shares; 2020Q4: 59,941 shares 59,941 $9.92M 0.43% -1,518 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 193,329 shares; 2020Q1: 194,479 shares; 2020Q2: 197,088 shares; 2020Q3: 200,508 shares; 2020Q4: 196,582 shares 196,582 $9.42M 0.41% -3,926 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 183,851 shares; 2020Q3: 200,334 shares; 2020Q4: 218,584 shares 218,584 $9.21M 0.4% +18,250 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 44,307 shares; 2019Q4: 45,185 shares; 2020Q1: 49,111 shares; 2020Q2: 47,601 shares; 2020Q3: 45,885 shares; 2020Q4: 46,585 shares 46,585 $9.07M 0.39% +700 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,264 shares; 2019Q4: 15,251 shares; 2020Q1: 74,082 shares; 2020Q2: 77,346 shares; 2020Q3: 78,924 shares; 2020Q4: 82,732 shares 82,732 $9.06M 0.39% +3,808 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,732 shares; 2019Q4: 42,222 shares; 2020Q1: 43,418 shares; 2020Q2: 43,132 shares; 2020Q3: 42,477 shares; 2020Q4: 42,205 shares 42,205 $8.94M 0.39% -272 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 176,326 shares; 2020Q3: 129,875 shares; 2020Q4: 124,405 shares 124,405 $8.9M 0.39% -5,470 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 85,485 shares; 2020Q4: 125,458 shares 125,458 $8.65M 0.37% +39,973 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,088 shares; 2019Q4: 5,031 shares; 2020Q1: 4,781 shares; 2020Q2: 4,721 shares; 2020Q3: 53,521 shares; 2020Q4: 56,832 shares 56,832 $8.04M 0.35% +3,311 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,944 shares; 2019Q4: 32,023 shares; 2020Q1: 155,662 shares; 2020Q2: 157,174 shares; 2020Q3: 159,551 shares; 2020Q4: 157,370 shares 157,370 $7.84M 0.34% -2,181 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 31,724 shares; 2020Q4: 32,815 shares 32,815 $6.81M 0.3% +1,091 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 44,719 shares; 2020Q2: 47,054 shares; 2020Q3: 47,604 shares; 2020Q4: 35,396 shares 35,396 $6.69M 0.29% -12,208 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 73,991 shares; 2019Q4: 76,180 shares; 2020Q1: 76,897 shares; 2020Q2: 136,898 shares; 2020Q3: 137,731 shares; 2020Q4: 112,648 shares 112,648 $6.37M 0.28% -25,083 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,175 shares; 2019Q4: 75,372 shares; 2020Q1: 111,401 shares; 2020Q2: 96,635 shares; 2020Q3: 93,282 shares; 2020Q4: 101,389 shares 101,389 $5.92M 0.26% +8,107 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,898 shares; 2019Q4: 29,663 shares; 2020Q1: 26,733 shares; 2020Q2: 20,416 shares; 2020Q3: 30,319 shares; 2020Q4: 29,576 shares 29,576 $5.8M 0.25% -743 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 55,431 shares; 2020Q4: 61,241 shares 61,241 $5.71M 0.25% +5,810 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 21,398 shares 21,398 $5.64M 0.24% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 100,301 shares; 2019Q4: 99,131 shares; 2020Q1: 92,772 shares; 2020Q2: 93,004 shares; 2020Q3: 93,019 shares; 2020Q4: 93,377 shares 93,377 $5.44M 0.24% +358 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 42,800 shares; 2019Q4: 40,836 shares; 2020Q1: 39,176 shares; 2020Q2: 40,148 shares; 2020Q3: 40,554 shares; 2020Q4: 43,523 shares 43,523 $4.66M 0.2% +2,969 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,915 shares; 2019Q4: 34,672 shares; 2020Q1: 35,546 shares; 2020Q2: 35,937 shares; 2020Q3: 35,608 shares; 2020Q4: 37,975 shares 37,975 $4.47M 0.19% +2,367 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,413 shares; 2019Q4: 9,606 shares; 2020Q1: 10,581 shares; 2020Q2: 10,538 shares; 2020Q3: 11,475 shares; 2020Q4: 11,588 shares 11,588 $4.33M 0.19% +113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116,003 shares; 2019Q4: 104,859 shares; 2020Q1: 112,996 shares; 2020Q2: 117,106 shares; 2020Q3: 118,596 shares; 2020Q4: 83,933 shares 83,933 $4.19M 0.18% -34,663 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,666 shares; 2019Q4: 12,728 shares; 2020Q1: 9,993 shares; 2020Q2: 9,409 shares; 2020Q3: 9,909 shares; 2020Q4: 9,835 shares 9,835 $4.13M 0.18% -74 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 27,510 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 94,605 shares 94,605 $3.59M 0.16% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 25,782 shares; 2020Q2: 25,782 shares; 2020Q3: 29,421 shares; 2020Q4: 29,146 shares 29,146 $2.68M 0.12% -275 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,172 shares; 2019Q4: 32,172 shares; 2020Q1: 31,076 shares; 2020Q2: 30,776 shares; 2020Q3: 29,554 shares; 2020Q4: 29,479 shares 29,479 $2.19M 0.09% -75 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,300 shares; 2019Q4: 5,300 shares; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares; 2020Q4: 5,300 shares 5,300 $1.9M 0.08% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,533 shares; 2019Q4: 18,573 shares; 2020Q1: 17,594 shares; 2020Q2: 17,415 shares; 2020Q3: 17,270 shares; 2020Q4: 18,494 shares 18,494 $1.53M 0.07% +1,224 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,267 shares; 2019Q4: 11,373 shares; 2020Q1: 11,192 shares; 2020Q2: 10,554 shares; 2020Q3: 9,326 shares; 2020Q4: 8,659 shares 8,659 $1.53M 0.07% -667 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 935 shares; 2019Q4: 823 shares; 2020Q1: 1,035 shares; 2020Q2: 4,151 shares; 2020Q3: 4,136 shares; 2020Q4: 4,379 shares 4,379 $1.5M 0.07% +243 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,004 shares; 2019Q4: 4,116 shares; 2020Q1: 3,818 shares; 2020Q2: 3,829 shares; 2020Q3: 3,804 shares; 2020Q4: 3,849 shares 3,849 $1.45M 0.06% +45 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,480 shares; 2019Q4: 15,536 shares; 2020Q1: 14,435 shares; 2020Q2: 14,665 shares; 2020Q3: 15,601 shares; 2020Q4: 13,103 shares 13,103 $1.4M 0.06% -2,498 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,057 shares 15,057 $1.4M 0.06% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5 shares; 2019Q4: 5 shares; 2020Q1: 5 shares; 2020Q2: 5 shares; 2020Q3: 5 shares; 2020Q4: 4 shares 4 $1.39M 0.06% -1 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30,476 shares; 2019Q4: 32,427 shares; 2020Q1: 31,528 shares; 2020Q2: 31,528 shares; 2020Q3: 31,155 shares; 2020Q4: 33,136 shares 33,136 $1.36M 0.06% +1,981 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,078 shares; 2019Q4: 13,078 shares; 2020Q1: 13,078 shares; 2020Q2: not reported; 2020Q3: 13,078 shares; 2020Q4: 12,880 shares 12,880 $1.25M 0.05% -198 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 68,558 shares; 2019Q4: 69,980 shares; 2020Q1: 6,280 shares; 2020Q2: 5,886 shares; 2020Q3: 5,475 shares; 2020Q4: 10,880 shares 10,880 $1.24M 0.05% +5,405 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,788 shares; 2019Q4: 29,868 shares; 2020Q1: 29,853 shares; 2020Q2: 23,988 shares; 2020Q3: 22,838 shares; 2020Q4: 22,127 shares 22,127 $1.17M 0.05% -711 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,867 shares; 2019Q4: 7,032 shares; 2020Q1: 6,351 shares; 2020Q2: 6,314 shares; 2020Q3: 6,199 shares; 2020Q4: 6,657 shares 6,657 $1.16M 0.05% +458 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,653 shares; 2019Q4: 3,636 shares; 2020Q1: 3,625 shares; 2020Q2: 3,625 shares; 2020Q3: 3,780 shares; 2020Q4: 4,380 shares 4,380 $1.14M 0.05% +600 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,080 shares; 2019Q4: 9,129 shares; 2020Q1: 8,776 shares; 2020Q2: 8,642 shares; 2020Q3: 8,796 shares; 2020Q4: 9,666 shares 9,666 $1.14M 0.05% +870 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,446 shares; 2019Q4: 27,176 shares; 2020Q1: 28,944 shares; 2020Q2: 29,821 shares; 2020Q3: 31,996 shares; 2020Q4: 33,035 shares 33,035 $1.04M 0.04% +1,039 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,996 shares; 2019Q4: 13,204 shares; 2020Q1: 12,327 shares; 2020Q2: 12,211 shares; 2020Q3: 12,405 shares; 2020Q4: 12,041 shares 12,041 $1.03M 0.04% -364 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,169 shares; 2019Q4: 2,329 shares; 2020Q1: 4,742 shares; 2020Q2: 3,922 shares; 2020Q3: 3,658 shares; 2020Q4: 3,270 shares 3,270 $1.03M 0.04% -388 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,300 shares; 2019Q4: 23,300 shares; 2020Q1: 23,300 shares; 2020Q2: 23,300 shares; 2020Q3: 23,300 shares; 2020Q4: 23,300 shares 23,300 $1.02M 0.04% 0 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 32,519 shares; 2019Q4: 31,707 shares; 2020Q1: 30,163 shares; 2020Q2: 28,939 shares; 2020Q3: 24,820 shares; 2020Q4: 21,581 shares 21,581 $1M 0.04% -3,239 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,618 shares; 2019Q4: 11,068 shares; 2020Q1: 10,703 shares; 2020Q2: 10,558 shares; 2020Q3: 13,172 shares; 2020Q4: 11,549 shares 11,549 $996K 0.04% -1,623 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,512 shares; 2019Q4: 12,521 shares; 2020Q1: 10,496 shares; 2020Q2: 9,946 shares; 2020Q3: 9,541 shares; 2020Q4: 10,027 shares 10,027 $931K 0.04% +486 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,181 shares; 2019Q4: 3,144 shares; 2020Q1: 3,138 shares; 2020Q2: 3,138 shares; 2020Q3: 3,903 shares; 2020Q4: 3,903 shares 3,903 $922K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,000 shares; 2019Q4: 4,000 shares; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares 4,000 $919K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,381 shares; 2019Q4: 17,423 shares; 2020Q1: 17,024 shares; 2020Q2: 16,405 shares; 2020Q3: 14,779 shares; 2020Q4: 15,529 shares 15,529 $852K 0.04% +750 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 181,208 shares; 2020Q3: 403,852 shares; 2020Q4: 18,455 shares 18,455 $851K 0.04% -385,397 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,292 shares; 2019Q4: 5,260 shares; 2020Q1: 6,673 shares; 2020Q2: 5,557 shares; 2020Q3: 5,557 shares; 2020Q4: 9,134 shares 9,134 $831K 0.04% +3,577 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,661 shares; 2020Q4: 5,661 shares 5,661 $799K 0.03% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,106 shares; 2019Q4: 10,331 shares; 2020Q1: 10,331 shares; 2020Q2: 10,331 shares; 2020Q3: 10,331 shares; 2020Q4: 11,356 shares 11,356 $793K 0.03% +1,025 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,616 shares; 2019Q4: 4,620 shares; 2020Q1: 4,522 shares; 2020Q2: 4,527 shares; 2020Q3: 4,319 shares; 2020Q4: 5,494 shares 5,494 $701K 0.03% +1,175 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,138 shares; 2019Q4: 8,154 shares; 2020Q1: 8,269 shares; 2020Q2: 8,574 shares; 2020Q3: 9,188 shares; 2020Q4: 7,890 shares 7,890 $645K 0.03% -1,298 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,550 shares; 2019Q4: 3,550 shares; 2020Q1: 3,550 shares; 2020Q2: 3,550 shares; 2020Q3: 3,550 shares; 2020Q4: 3,550 shares 3,550 $622K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 10,606 shares; 2020Q1: 9,393 shares; 2020Q2: 9,303 shares; 2020Q3: 9,254 shares; 2020Q4: 9,820 shares 9,820 $609K 0.03% +566 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,799 shares; 2019Q4: 1,981 shares; 2020Q1: 3,812 shares; 2020Q2: 3,812 shares; 2020Q3: 3,975 shares; 2020Q4: 2,573 shares 2,573 $575K 0.02% -1,402 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 596 shares; 2019Q4: 598 shares; 2020Q1: 596 shares; 2020Q2: 664 shares; 2020Q3: 690 shares; 2020Q4: 785 shares 785 $566K 0.02% +95 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,590 shares; 2019Q4: not reported; 2020Q1: 6,319 shares; 2020Q2: 6,206 shares; 2020Q3: 4,249 shares; 2020Q4: 4,249 shares 4,249 $553K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,446 shares; 2020Q4: 783 shares 783 $552K 0.02% -663 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,597 shares; 2019Q4: 4,701 shares; 2020Q1: 4,701 shares; 2020Q2: 5,324 shares; 2020Q3: 6,624 shares; 2020Q4: 6,829 shares 6,829 $549K 0.02% +205 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,190 shares; 2019Q4: 3,073 shares; 2020Q1: 3,175 shares; 2020Q2: 3,073 shares; 2020Q3: 3,087 shares; 2020Q4: 3,587 shares 3,587 $546K 0.02% +500 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,000 shares; 2019Q4: 19,000 shares; 2020Q1: 16,000 shares; 2020Q2: 13,300 shares; 2020Q3: 13,300 shares; 2020Q4: 13,300 shares 13,300 $535K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,168 shares; 2019Q4: 3,318 shares; 2020Q1: 4,331 shares; 2020Q2: 4,336 shares; 2020Q3: 4,306 shares; 2020Q4: 4,421 shares 4,421 $522K 0.02% +115 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 103,480 shares; 2019Q4: 90,038 shares; 2020Q1: 93,516 shares; 2020Q2: 100,041 shares; 2020Q3: 8,460 shares; 2020Q4: 12,560 shares 12,560 $518K 0.02% +4,100 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,692 shares; 2020Q2: 7,692 shares; 2020Q3: 7,692 shares; 2020Q4: 9,184 shares 9,184 $507K 0.02% +1,492 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,527 shares; 2019Q4: 8,527 shares; 2020Q1: 8,527 shares; 2020Q2: 8,527 shares; 2020Q3: 8,527 shares; 2020Q4: 8,527 shares 8,527 $505K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,400 shares; 2019Q4: 14,400 shares; 2020Q1: 14,400 shares; 2020Q2: 12,000 shares; 2020Q3: 11,000 shares; 2020Q4: 11,000 shares 11,000 $505K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,216 shares; 2019Q4: 18,826 shares; 2020Q1: 17,004 shares; 2020Q2: 15,960 shares; 2020Q3: 10,435 shares; 2020Q4: 17,257 shares 17,257 $496K 0.02% +6,822 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 896 shares; 2019Q4: 889 shares; 2020Q1: 935 shares; 2020Q2: 863 shares; 2020Q3: 1,405 shares; 2020Q4: 1,380 shares 1,380 $493K 0.02% -25 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 236,296 shares; 2019Q4: 243,583 shares; 2020Q1: 11,717 shares; 2020Q2: 9,005 shares; 2020Q3: 8,233 shares; 2020Q4: 8,058 shares 8,058 $469K 0.02% -175 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,093 shares; 2019Q4: 3,870 shares; 2020Q1: 3,529 shares; 2020Q2: 3,529 shares; 2020Q3: 3,178 shares; 2020Q4: 3,418 shares 3,418 $439K 0.02% +240 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 2,765 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,826 shares 3,826 $436K 0.02% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,345 shares; 2019Q4: 6,200 shares; 2020Q1: 6,703 shares; 2020Q2: 6,953 shares; 2020Q3: 6,823 shares; 2020Q4: 6,223 shares 6,223 $425K 0.02% -600 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,202 shares; 2019Q4: 7,236 shares; 2020Q1: 7,367 shares; 2020Q2: 7,302 shares; 2020Q3: 7,381 shares; 2020Q4: 7,195 shares 7,195 $423K 0.02% -186 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 43,860 shares; 2019Q4: 43,860 shares; 2020Q1: 43,860 shares; 2020Q2: 33,760 shares; 2020Q3: 35,114 shares; 2020Q4: 33,760 shares 33,760 $397K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,070 shares; 2019Q4: 1,925 shares; 2020Q1: 2,051 shares; 2020Q2: 2,051 shares; 2020Q3: 1,829 shares; 2020Q4: 1,951 shares 1,951 $394K 0.02% +122 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,715 shares; 2020Q3: 1,715 shares; 2020Q4: 1,715 shares 1,715 $394K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,377 shares; 2019Q4: 19,377 shares; 2020Q1: 12,905 shares; 2020Q2: 12,905 shares; 2020Q3: 12,905 shares; 2020Q4: 12,905 shares 12,905 $383K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306,349 shares; 2019Q4: 312,845 shares; 2020Q1: 14,619 shares; 2020Q2: 11,095 shares; 2020Q3: 10,290 shares; 2020Q4: 10,035 shares 10,035 $383K 0.02% -255 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,035 shares; 2019Q4: 6,643 shares; 2020Q1: 6,914 shares; 2020Q2: 6,643 shares; 2020Q3: 6,643 shares; 2020Q4: 7,107 shares 7,107 $377K 0.02% +464 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 33,208 shares; 2019Q4: 33,779 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 841 shares; 2020Q4: 856 shares 856 $375K 0.02% +15 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,400 shares; 2019Q4: 2,080 shares; 2020Q1: 2,738 shares; 2020Q2: 2,626 shares; 2020Q3: 2,725 shares; 2020Q4: 3,279 shares 3,279 $373K 0.02% +554 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,333 shares; 2020Q4: 1,207 shares 1,207 $369K 0.02% -126 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,503 shares; 2019Q4: 3,970 shares; 2020Q1: 2,928 shares; 2020Q2: 2,558 shares; 2020Q3: 2,484 shares; 2020Q4: 2,322 shares 2,322 $350K 0.02% -162 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,000 shares; 2020Q2: 5,000 shares; 2020Q3: 3,500 shares; 2020Q4: 3,200 shares 3,200 $346K 0.01% -300 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,247 shares; 2019Q4: 14,247 shares; 2020Q1: 14,447 shares; 2020Q2: 14,647 shares; 2020Q3: 14,647 shares; 2020Q4: 14,747 shares 14,747 $345K 0.01% +100 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,552 shares; 2019Q4: 2,957 shares; 2020Q1: not reported; 2020Q2: 1,621 shares; 2020Q3: 1,885 shares; 2020Q4: 2,140 shares 2,140 $343K 0.01% +255 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 268,714 shares; 2019Q4: 270,703 shares; 2020Q1: 479,094 shares; 2020Q2: 137,512 shares; 2020Q3: 3,965 shares; 2020Q4: 2,535 shares 2,535 $337K 0.01% -1,430 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 626 shares; 2020Q1: 752 shares; 2020Q2: 699 shares; 2020Q3: 773 shares; 2020Q4: 941 shares 941 $334K 0.01% +168 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,071 shares; 2019Q4: 5,510 shares; 2020Q1: 5,102 shares; 2020Q2: 5,044 shares; 2020Q3: 5,044 shares; 2020Q4: 5,044 shares 5,044 $326K 0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,400 shares; 2019Q4: 5,400 shares; 2020Q1: 3,750 shares; 2020Q2: 3,750 shares; 2020Q3: 3,750 shares; 2020Q4: 3,750 shares 3,750 $326K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,667 shares; 2019Q4: 1,678 shares; 2020Q1: not reported; 2020Q2: 1,324 shares; 2020Q3: 1,287 shares; 2020Q4: 1,262 shares 1,262 $320K 0.01% -25 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,815 shares 2,815 $311K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,820 shares; 2020Q4: 3,820 shares 3,820 $311K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,200 shares; 2020Q3: 2,200 shares; 2020Q4: 2,200 shares 2,200 $311K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,400 shares; 2019Q4: 6,400 shares; 2020Q1: 6,676 shares; 2020Q2: 6,488 shares; 2020Q3: 6,705 shares; 2020Q4: 6,705 shares 6,705 $294K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,175 shares; 2020Q2: 1,175 shares; 2020Q3: 1,175 shares; 2020Q4: 1,175 shares 1,175 $289K 0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,902 shares; 2019Q4: 1,869 shares; 2020Q1: 1,897 shares; 2020Q2: 1,812 shares; 2020Q3: 1,912 shares; 2020Q4: 1,151 shares 1,151 $288K 0.01% -761 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,249 shares; 2019Q4: 2,272 shares; 2020Q1: 2,167 shares; 2020Q2: not reported; 2020Q3: 1,607 shares; 2020Q4: 1,572 shares 1,572 $286K 0.01% -35 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,527 shares; 2019Q4: 1,942 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,552 shares; 2020Q4: 1,585 shares 1,585 $283K 0.01% +33 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,936 shares; 2019Q4: 13,722 shares; 2020Q1: 12,173 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,823 shares 7,823 $282K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,560 shares; 2019Q4: 2,650 shares; 2020Q1: not reported; 2020Q2: 2,379 shares; 2020Q3: 2,352 shares; 2020Q4: 2,328 shares 2,328 $277K 0.01% -24 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,941 shares; 2019Q4: 2,063 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,661 shares; 2020Q4: 1,661 shares 1,661 $274K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,910 shares; 2020Q4: 4,910 shares 4,910 $266K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,440 shares; 2019Q4: 2,440 shares; 2020Q1: 2,440 shares; 2020Q2: 2,440 shares; 2020Q3: 2,509 shares; 2020Q4: 2,509 shares 2,509 $263K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 369,068 shares; 2019Q4: 289,777 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,135 shares 3,135 $261K 0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,905 shares 4,905 $252K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,250 shares; 2019Q4: 2,205 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,647 shares; 2020Q4: 1,520 shares 1,520 $249K 0.01% -127 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 79,704 shares; 2019Q4: 80,192 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,782 shares 1,782 $235K 0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,388 shares; 2020Q4: 2,001 shares 2,001 $230K 0.01% -387 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,291 shares; 2020Q3: 4,459 shares; 2020Q4: 4,459 shares 4,459 $224K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,000 shares; 2019Q4: 11,000 shares; 2020Q1: 11,000 shares; 2020Q2: 11,000 shares; 2020Q3: 11,000 shares; 2020Q4: 11,000 shares 11,000 $221K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,347 shares; 2019Q4: 4,986 shares; 2020Q1: 5,021 shares; 2020Q2: 4,521 shares; 2020Q3: 2,371 shares; 2020Q4: 2,341 shares 2,341 $221K 0.01% -30 Timeline VARIAN MED SYS INC VARIAN MED SYS INC More: the full row for VARIAN MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,260 shares 1,260 $221K 0.01% new BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,853 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,645 shares 4,645 $216K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,025 shares 3,025 $207K 0.01% new Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,697 shares 1,697 $205K 0.01% new TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares 1,500 $202K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,793 shares; 2020Q4: 10,793 shares 10,793 $170K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,158 shares 10,158 $164K 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15,796 shares; 2020Q4: 15,796 shares 15,796 $139K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,000 shares; 2019Q4: 24,000 shares; 2020Q1: 24,500 shares; 2020Q2: 24,500 shares; 2020Q3: 24,500 shares; 2020Q4: 24,500 shares 24,500 $129K 0.01% 0 Timeline CION INVESTMENT CORPORAT ION CION INVESTMENT CORPORAT ION More: the full row for CION INVESTMENT CORPORAT ION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,101 shares 12,101 $92K <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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,000 shares; 2019Q4: 10,000 shares; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares 10,000 $11K <0.01% 0