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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 469,074 shares; 2018Q4: 471,717 shares; 2019Q1: 468,919 shares 468,919 $51.3M 7.73% -2,798 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 124,544 shares; 2018Q4: 131,637 shares; 2019Q1: 145,021 shares 145,021 $41.3M 6.21% +13,384 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 110,341 shares; 2018Q4: 112,660 shares; 2019Q1: 123,095 shares 123,095 $34.8M 5.24% +10,435 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 181,611 shares; 2018Q4: 161,855 shares; 2019Q1: 136,781 shares 136,781 $26M 3.91% -25,074 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 85,168 shares; 2018Q4: 83,874 shares; 2019Q1: 83,720 shares 83,720 $12.8M 1.93% -154 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 204,688 shares; 2018Q4: 171,986 shares; 2019Q1: 179,369 shares 179,369 $11.6M 1.75% +7,383 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 90,581 shares; 2018Q4: 90,390 shares; 2019Q1: 89,614 shares 89,614 $11.6M 1.74% -776 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 146,889 shares; 2018Q4: 147,984 shares; 2019Q1: 141,654 shares 141,654 $11.4M 1.72% -6,330 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 80,550 shares; 2018Q4: 78,475 shares; 2019Q1: 71,661 shares 71,661 $10M 1.51% -6,814 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 50,321 shares; 2018Q4: 50,421 shares; 2019Q1: 49,168 shares 49,168 $9.44M 1.42% -1,253 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 49,560 shares; 2018Q4: 65,836 shares; 2019Q1: 77,189 shares 77,189 $8.58M 1.29% +11,353 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 63,699 shares; 2018Q4: 59,825 shares; 2019Q1: 73,500 shares 73,500 $8.1M 1.22% +13,675 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 47,517 shares; 2018Q4: 56,417 shares; 2019Q1: 73,242 shares 73,242 $7.76M 1.17% +16,825 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 50,578 shares; 2018Q4: 49,220 shares; 2019Q1: 49,220 shares 49,220 $7.74M 1.17% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 86,632 shares; 2018Q4: 85,979 shares; 2019Q1: 70,243 shares 70,243 $7.31M 1.1% -15,736 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 70,898 shares; 2018Q4: 70,287 shares; 2019Q1: 71,968 shares 71,968 $7.29M 1.1% +1,681 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 69,167 shares; 2018Q4: 96,155 shares; 2019Q1: 119,265 shares 119,265 $7.25M 1.09% +23,110 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 63,288 shares; 2018Q4: 60,195 shares; 2019Q1: 57,972 shares 57,972 $7.14M 1.08% -2,223 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 41,866 shares; 2018Q4: 41,465 shares; 2019Q1: 41,472 shares 41,472 $6.91M 1.04% +7 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 146,189 shares; 2018Q4: 143,912 shares; 2019Q1: 136,650 shares 136,650 $6.4M 0.96% -7,262 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 58,192 shares; 2018Q4: 57,702 shares; 2019Q1: 57,507 shares 57,507 $6.38M 0.96% -195 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 84,552 shares; 2018Q4: 85,708 shares; 2019Q1: 84,697 shares 84,697 $6.27M 0.94% -1,011 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 55,098 shares; 2018Q4: 56,652 shares; 2019Q1: 51,808 shares 51,808 $6.11M 0.92% -4,844 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 253,606 shares; 2018Q4: 253,035 shares; 2019Q1: 233,350 shares 233,350 $6M 0.9% -19,685 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 105,314 shares; 2018Q4: 111,611 shares; 2019Q1: 111,596 shares 111,596 $5.89M 0.89% -15 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 42,302 shares; 2018Q4: 44,886 shares; 2019Q1: 36,549 shares 36,549 $5.84M 0.88% -8,337 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 28,540 shares; 2018Q4: 28,245 shares; 2019Q1: 30,489 shares 30,489 $5.78M 0.87% +2,244 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 133,817 shares; 2018Q4: 133,634 shares; 2019Q1: 128,073 shares 128,073 $5.44M 0.82% -5,561 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 51,730 shares; 2018Q4: 44,782 shares; 2019Q1: 44,933 shares 44,933 $5.35M 0.81% +151 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 139,771 shares; 2018Q4: 100,360 shares; 2019Q1: 96,685 shares 96,685 $5.33M 0.8% -3,675 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 47,587 shares; 2018Q4: 48,734 shares; 2019Q1: 42,407 shares 42,407 $5.2M 0.78% -6,327 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 129,426 shares; 2018Q4: 120,542 shares; 2019Q1: 119,412 shares 119,412 $5.12M 0.77% -1,130 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,474 shares; 2018Q4: 4,346 shares; 2019Q1: 4,318 shares 4,318 $5.08M 0.77% -28 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 168,774 shares; 2018Q4: 167,509 shares; 2019Q1: 152,801 shares 152,801 $4.79M 0.72% -14,708 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 49,117 shares; 2018Q4: 97,134 shares; 2019Q1: 89,537 shares 89,537 $4.76M 0.72% -7,597 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 43,653 shares; 2018Q4: 43,653 shares; 2019Q1: 43,203 shares 43,203 $4.72M 0.71% -450 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 61,210 shares; 2018Q4: 61,565 shares; 2019Q1: 57,065 shares 57,065 $4.56M 0.69% -4,500 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 26,625 shares; 2018Q4: 26,491 shares; 2019Q1: 21,838 shares 21,838 $4.54M 0.68% -4,653 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 57,486 shares; 2018Q4: 59,079 shares; 2019Q1: 54,469 shares 54,469 $4.53M 0.68% -4,610 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 22,044 shares; 2018Q4: 22,455 shares; 2019Q1: 22,455 shares 22,455 $4.51M 0.68% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,598 shares; 2018Q4: 11,099 shares; 2019Q1: 11,618 shares 11,618 $4.43M 0.67% +519 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 71,464 shares; 2018Q4: 92,196 shares; 2019Q1: 108,117 shares 108,117 $4.42M 0.67% +15,921 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 84,598 shares; 2018Q4: 95,694 shares; 2019Q1: 80,180 shares 80,180 $4.31M 0.65% -15,514 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 31,790 shares; 2018Q4: 30,769 shares; 2019Q1: 30,005 shares 30,005 $4.23M 0.64% -764 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 38,985 shares; 2018Q4: 39,208 shares; 2019Q1: 38,979 shares 38,979 $4.13M 0.62% -229 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 39,125 shares; 2018Q4: 36,513 shares; 2019Q1: 36,858 shares 36,858 $4.02M 0.61% +345 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 21,992 shares; 2018Q4: 23,293 shares; 2019Q1: 20,925 shares 20,925 $3.97M 0.6% -2,368 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,180 shares; 2018Q4: 3,248 shares; 2019Q1: 3,230 shares 3,230 $3.79M 0.57% -18 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 74,935 shares; 2018Q4: 77,382 shares; 2019Q1: 70,150 shares 70,150 $3.79M 0.57% -7,232 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 59,194 shares; 2018Q4: 75,995 shares; 2019Q1: 69,958 shares 69,958 $3.77M 0.57% -6,037 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 45,038 shares; 2018Q4: 44,452 shares; 2019Q1: 41,458 shares 41,458 $3.66M 0.55% -2,994 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 18,506 shares; 2018Q4: 18,469 shares; 2019Q1: 18,398 shares 18,398 $3.63M 0.55% -71 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,731 shares; 2018Q4: 13,956 shares; 2019Q1: 13,941 shares 13,941 $3.38M 0.51% -15 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 32,702 shares; 2018Q4: 36,939 shares; 2019Q1: 36,939 shares 36,939 $3.32M 0.5% 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11 shares; 2018Q4: 11 shares; 2019Q1: 11 shares 11 $3.31M 0.5% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 27,836 shares; 2018Q4: 27,826 shares; 2019Q1: 16,550 shares 16,550 $3.2M 0.48% -11,276 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 49,200 shares; 2018Q4: 50,367 shares; 2019Q1: 53,094 shares 53,094 $3.14M 0.47% +2,727 Timeline XLV 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 32,361 shares; 2018Q4: 33,711 shares; 2019Q1: 33,469 shares 33,469 $3.07M 0.46% -242 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 31,002 shares; 2018Q4: 34,127 shares; 2019Q1: 30,611 shares 30,611 $2.98M 0.45% -3,516 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 57,394 shares; 2018Q4: 60,601 shares; 2019Q1: 55,698 shares 55,698 $2.97M 0.45% -4,903 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 21,719 shares; 2018Q4: 22,435 shares; 2019Q1: 22,279 shares 22,279 $2.94M 0.44% -156 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 34,161 shares; 2018Q4: 35,041 shares; 2019Q1: 34,519 shares 34,519 $2.78M 0.42% -522 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 58,444 shares; 2018Q4: 57,657 shares; 2019Q1: 57,307 shares 57,307 $2.76M 0.42% -350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 45,689 shares; 2018Q4: 46,989 shares; 2019Q1: 51,189 shares 51,189 $2.75M 0.41% +4,200 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,197 shares; 2018Q4: 10,428 shares; 2019Q1: 11,046 shares 11,046 $2.73M 0.41% +618 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 15,514 shares; 2018Q4: 15,500 shares; 2019Q1: 15,415 shares 15,415 $2.61M 0.39% -85 Timeline XLY 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 25,056 shares; 2018Q4: 23,981 shares; 2019Q1: 22,810 shares 22,810 $2.6M 0.39% -1,171 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 53,462 shares; 2018Q4: 53,582 shares; 2019Q1: 51,682 shares 51,682 $2.58M 0.39% -1,900 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,433 shares; 2018Q4: 7,233 shares; 2019Q1: 7,333 shares 7,333 $2.53M 0.38% +100 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 39,604 shares; 2018Q4: 43,974 shares; 2019Q1: 48,299 shares 48,299 $2.5M 0.38% +4,325 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 61,496 shares; 2018Q4: 59,022 shares; 2019Q1: 56,672 shares 56,672 $2.42M 0.36% -2,350 Timeline XLP 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 42,662 shares; 2018Q4: 41,137 shares; 2019Q1: 41,525 shares 41,525 $2.33M 0.35% +388 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,085 shares; 2018Q4: 14,047 shares; 2019Q1: 12,769 shares 12,769 $2.29M 0.35% -1,278 Timeline XLI 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 29,698 shares; 2018Q4: 29,773 shares; 2019Q1: 29,794 shares 29,794 $2.23M 0.34% +21 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,203 shares; 2018Q4: 1,147 shares; 2019Q1: 1,203 shares 1,203 $2.14M 0.32% +56 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,127 shares; 2018Q4: 12,117 shares; 2019Q1: 12,157 shares 12,157 $2.1M 0.32% +40 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 39,771 shares; 2018Q4: 39,771 shares; 2019Q1: 30,443 shares 30,443 $2.08M 0.31% -9,328 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,624 shares; 2018Q4: 11,749 shares; 2019Q1: 13,241 shares 13,241 $2.07M 0.31% +1,492 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 43,563 shares; 2018Q4: 39,659 shares; 2019Q1: 34,959 shares 34,959 $2.01M 0.3% -4,700 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 27,329 shares; 2018Q4: 32,013 shares; 2019Q1: 40,857 shares 40,857 $1.97M 0.3% +8,844 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 17,489 shares; 2018Q4: 17,241 shares; 2019Q1: 17,241 shares 17,241 $1.84M 0.28% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 46,362 shares; 2018Q4: 45,766 shares; 2019Q1: 44,691 shares 44,691 $1.83M 0.28% -1,075 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 21,320 shares; 2018Q4: 19,820 shares; 2019Q1: 18,970 shares 18,970 $1.77M 0.27% -850 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 20,174 shares; 2018Q4: 19,999 shares; 2019Q1: 19,924 shares 19,924 $1.76M 0.26% -75 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,271 shares; 2018Q4: 13,753 shares; 2019Q1: 13,753 shares 13,753 $1.72M 0.26% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 29,068 shares; 2018Q4: 28,176 shares; 2019Q1: 26,276 shares 26,276 $1.71M 0.26% -1,900 Timeline XLB 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 32,692 shares; 2018Q4: 32,342 shares; 2019Q1: 30,642 shares 30,642 $1.7M 0.26% -1,700 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,304 shares; 2018Q4: 12,028 shares; 2019Q1: 11,838 shares 11,838 $1.7M 0.26% -190 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,673 shares; 2018Q4: 15,474 shares; 2019Q1: 15,474 shares 15,474 $1.7M 0.26% 0 Timeline XLU 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 29,460 shares; 2018Q4: 28,360 shares; 2019Q1: 28,667 shares 28,667 $1.67M 0.25% +307 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 29,856 shares; 2018Q4: 32,860 shares; 2019Q1: 35,526 shares 35,526 $1.65M 0.25% +2,666 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 26,658 shares; 2018Q4: 28,758 shares; 2019Q1: 24,626 shares 24,626 $1.64M 0.25% -4,132 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 19,043 shares; 2018Q4: 19,064 shares; 2019Q1: 12,261 shares 12,261 $1.59M 0.24% -6,803 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,706 shares; 2018Q4: 3,635 shares; 2019Q1: 3,580 shares 3,580 $1.54M 0.23% -55 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 18,414 shares; 2018Q4: 16,404 shares; 2019Q1: 17,714 shares 17,714 $1.53M 0.23% +1,310 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,598 shares; 2018Q4: 9,599 shares; 2019Q1: 9,349 shares 9,349 $1.5M 0.23% -250 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,792 shares; 2018Q4: 9,779 shares; 2019Q1: 9,899 shares 9,899 $1.5M 0.23% +120 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 27,057 shares; 2018Q4: 26,695 shares; 2019Q1: 17,832 shares 17,832 $1.49M 0.22% -8,863 Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,019 shares; 2018Q4: 13,900 shares; 2019Q1: 13,800 shares 13,800 $1.49M 0.22% -100 USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 27,382 shares; 2018Q4: 23,632 shares; 2019Q1: 26,242 shares 26,242 $1.45M 0.22% +2,610 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 21,325 shares; 2018Q4: 13,426 shares; 2019Q1: 12,826 shares 12,826 $1.45M 0.22% -600 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 17,491 shares; 2018Q4: 16,092 shares; 2019Q1: 17,790 shares 17,790 $1.44M 0.22% +1,698 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 16,073 shares; 2018Q4: 14,473 shares; 2019Q1: 14,323 shares 14,323 $1.42M 0.21% -150 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 22,495 shares; 2018Q4: 22,497 shares; 2019Q1: 22,499 shares 22,499 $1.42M 0.21% +2 DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,200 shares; 2018Q4: 5,400 shares; 2019Q1: 5,404 shares 5,404 $1.4M 0.21% +4 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 30,498 shares; 2018Q4: 34,886 shares; 2019Q1: 32,579 shares 32,579 $1.39M 0.21% -2,307 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,410 shares; 2018Q4: 12,290 shares; 2019Q1: 12,140 shares 12,140 $1.38M 0.21% -150 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 16,634 shares; 2018Q4: 16,635 shares; 2019Q1: 16,313 shares 16,313 $1.37M 0.21% -322 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,472 shares; 2018Q4: 10,303 shares; 2019Q1: 10,103 shares 10,103 $1.37M 0.21% -200 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 17,197 shares; 2018Q4: 18,846 shares; 2019Q1: 18,846 shares 18,846 $1.36M 0.2% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 209,712 shares; 2018Q4: 196,832 shares; 2019Q1: 132,074 shares 132,074 $1.32M 0.2% -64,758 TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,162 shares; 2018Q4: 9,762 shares; 2019Q1: 9,512 shares 9,512 $1.3M 0.2% -250 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 25,588 shares; 2018Q4: 26,250 shares; 2019Q1: 25,500 shares 25,500 $1.28M 0.19% -750 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,355 shares; 2018Q4: 8,355 shares; 2019Q1: 8,225 shares 8,225 $1.26M 0.19% -130 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,272 shares; 2018Q4: 6,572 shares; 2019Q1: 6,572 shares 6,572 $1.25M 0.19% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 41,764 shares; 2018Q4: 37,784 shares; 2019Q1: 28,641 shares 28,641 $1.25M 0.19% -9,143 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,257 shares; 2018Q4: 10,172 shares; 2019Q1: 10,817 shares 10,817 $1.22M 0.18% +645 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 31,826 shares; 2018Q4: 23,470 shares; 2019Q1: 18,070 shares 18,070 $1.2M 0.18% -5,400 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,042 shares; 2018Q4: 5,042 shares; 2019Q1: 5,074 shares 5,074 $1.2M 0.18% +32 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 111,463 shares; 2018Q4: 102,583 shares; 2019Q1: 96,053 shares 96,053 $1.19M 0.18% -6,530 ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 90,176 shares; 2018Q4: 74,501 shares; 2019Q1: 117,753 shares 117,753 $1.18M 0.18% +43,252 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,622 shares; 2018Q4: 20,148 shares; 2019Q1: 21,827 shares 21,827 $1.18M 0.18% +1,679 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 21,560 shares; 2018Q4: 20,835 shares; 2019Q1: 19,960 shares 19,960 $1.14M 0.17% -875 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,742 shares; 2018Q4: 11,692 shares; 2019Q1: 10,967 shares 10,967 $1.13M 0.17% -725 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,727 shares; 2018Q4: 8,374 shares; 2019Q1: 6,219 shares 6,219 $1.13M 0.17% -2,155 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,245 shares; 2018Q4: 14,425 shares; 2019Q1: 14,425 shares 14,425 $1.13M 0.17% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,664 shares; 2018Q4: 14,006 shares; 2019Q1: 14,491 shares 14,491 $1.12M 0.17% +485 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,052 shares; 2018Q4: 6,052 shares; 2019Q1: 5,976 shares 5,976 $1.12M 0.17% -76 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,196 shares; 2018Q4: 6,167 shares; 2019Q1: 6,792 shares 6,792 $1.08M 0.16% +625 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 18,901 shares; 2018Q4: 13,226 shares; 2019Q1: 12,746 shares 12,746 $1.07M 0.16% -480 Timeline XLRE 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 38,378 shares; 2018Q4: 32,398 shares; 2019Q1: 29,126 shares 29,126 $1.05M 0.16% -3,272 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,460 shares; 2018Q4: 5,160 shares; 2019Q1: 5,160 shares 5,160 $1.04M 0.16% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,866 shares; 2018Q4: 14,952 shares; 2019Q1: 13,452 shares 13,452 $1.01M 0.15% -1,500 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,125 shares; 2018Q4: 12,125 shares; 2019Q1: 8,053 shares 8,053 $992K 0.15% -4,072 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 15,491 shares; 2018Q4: 15,624 shares; 2019Q1: 16,564 shares 16,564 $991K 0.15% +940 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 40,409 shares; 2018Q4: 32,651 shares; 2019Q1: 35,753 shares 35,753 $986K 0.15% +3,102 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,854 shares; 2018Q4: 9,854 shares; 2019Q1: 9,854 shares 9,854 $984K 0.15% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,325 shares; 2018Q4: 11,056 shares; 2019Q1: 7,746 shares 7,746 $960K 0.14% -3,310 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 5,450 shares 5,450 $959K 0.14% new BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,380 shares; 2018Q4: 8,620 shares; 2019Q1: 8,870 shares 8,870 $936K 0.14% +250 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 55,887 shares; 2018Q4: 54,497 shares; 2019Q1: 51,597 shares 51,597 $936K 0.14% -2,900 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,250 shares; 2018Q4: 11,395 shares; 2019Q1: 11,455 shares 11,455 $925K 0.14% +60 PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 33,552 shares; 2018Q4: 33,552 shares; 2019Q1: 33,552 shares 33,552 $892K 0.13% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,642 shares; 2018Q4: 5,506 shares; 2019Q1: 5,263 shares 5,263 $880K 0.13% -243 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,250 shares; 2018Q4: 10,250 shares; 2019Q1: 7,176 shares 7,176 $872K 0.13% -3,074 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,079 shares; 2018Q4: 9,830 shares; 2019Q1: 8,860 shares 8,860 $870K 0.13% -970 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,333 shares; 2018Q4: 13,983 shares; 2019Q1: 12,462 shares 12,462 $854K 0.13% -1,521 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 43,520 shares; 2018Q4: 45,716 shares; 2019Q1: 45,716 shares 45,716 $848K 0.13% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,264 shares; 2018Q4: 19,227 shares; 2019Q1: 19,227 shares 19,227 $841K 0.13% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,325 shares; 2018Q4: 12,575 shares; 2019Q1: 12,575 shares 12,575 $840K 0.13% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,317 shares; 2018Q4: 8,592 shares; 2019Q1: 8,592 shares 8,592 $839K 0.13% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,633 shares; 2018Q4: 5,783 shares; 2019Q1: 5,676 shares 5,676 $821K 0.12% -107 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,723 shares; 2018Q4: 10,979 shares; 2019Q1: 10,754 shares 10,754 $819K 0.12% -225 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,265 shares; 2018Q4: 10,271 shares; 2019Q1: 10,280 shares 10,280 $817K 0.12% +9 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 4,174 shares; 2019Q1: 5,041 shares 5,041 $811K 0.12% +867 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,671 shares; 2018Q4: 8,466 shares; 2019Q1: 8,879 shares 8,879 $809K 0.12% +413 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,928 shares; 2018Q4: 10,887 shares; 2019Q1: 10,887 shares 10,887 $801K 0.12% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,833 shares; 2018Q4: 3,583 shares; 2019Q1: 3,583 shares 3,583 $785K 0.12% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,521 shares; 2018Q4: 12,521 shares; 2019Q1: 12,505 shares 12,505 $783K 0.12% -16 IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 32,451 shares; 2018Q4: 28,116 shares; 2019Q1: 23,916 shares 23,916 $738K 0.11% -4,200 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,728 shares; 2018Q4: 7,082 shares; 2019Q1: 6,692 shares 6,692 $737K 0.11% -390 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,883 shares; 2018Q4: 8,522 shares; 2019Q1: 8,534 shares 8,534 $731K 0.11% +12 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,648 shares; 2018Q4: 2,699 shares; 2019Q1: 2,669 shares 2,669 $730K 0.11% -30 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,118 shares; 2018Q4: 10,898 shares; 2019Q1: 9,404 shares 9,404 $714K 0.11% -1,494 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,334 shares; 2018Q4: 3,334 shares; 2019Q1: 3,359 shares 3,359 $686K 0.1% +25 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,261 shares; 2018Q4: 3,921 shares; 2019Q1: 4,203 shares 4,203 $676K 0.1% +282 Timeline NUSTAR ENERGY LP NUSTAR ENERGY LP More: the full row for NUSTAR ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 24,850 shares; 2018Q4: 24,850 shares; 2019Q1: 24,850 shares 24,850 $668K 0.1% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,485 shares; 2018Q4: 3,365 shares; 2019Q1: 3,370 shares 3,370 $664K 0.1% +5 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,951 shares; 2018Q4: 5,826 shares; 2019Q1: 5,828 shares 5,828 $651K 0.1% +2 Timeline XLC 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 5,475 shares; 2019Q1: 13,800 shares 13,800 $645K 0.1% +8,325 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,382 shares; 2018Q4: 13,945 shares; 2019Q1: 12,650 shares 12,650 $641K 0.1% -1,295 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,237 shares; 2018Q4: 12,553 shares; 2019Q1: 12,307 shares 12,307 $636K 0.1% -246 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,028 shares; 2018Q4: 11,578 shares; 2019Q1: 11,578 shares 11,578 $634K 0.1% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,250 shares; 2018Q4: 5,250 shares; 2019Q1: 6,050 shares 6,050 $632K 0.1% +800 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 47,900 shares; 2018Q4: 41,925 shares; 2019Q1: 39,122 shares 39,122 $622K 0.09% -2,803 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 17,242 shares; 2018Q4: 15,649 shares; 2019Q1: 14,587 shares 14,587 $616K 0.09% -1,062 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,062 shares; 2018Q4: 7,501 shares; 2019Q1: 6,801 shares 6,801 $591K 0.09% -700 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,680 shares; 2018Q4: 12,680 shares; 2019Q1: 12,680 shares 12,680 $589K 0.09% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,567 shares; 2018Q4: 13,210 shares; 2019Q1: 14,680 shares 14,680 $587K 0.09% +1,470 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,747 shares; 2018Q4: 11,717 shares; 2019Q1: 12,145 shares 12,145 $579K 0.09% +428 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,535 shares; 2018Q4: 14,535 shares; 2019Q1: 14,535 shares 14,535 $578K 0.09% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,705 shares; 2018Q4: 7,705 shares; 2019Q1: 7,505 shares 7,505 $567K 0.09% -200 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 12,214 shares; 2018Q4: 11,590 shares; 2019Q1: 10,650 shares 10,650 $550K 0.08% -940 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 13,100 shares; 2018Q4: 13,100 shares; 2019Q1: 13,100 shares 13,100 $547K 0.08% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,043 shares; 2018Q4: 4,043 shares; 2019Q1: 3,818 shares 3,818 $541K 0.08% -225 GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,600 shares; 2018Q4: 10,600 shares; 2019Q1: 10,600 shares 10,600 $533K 0.08% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,440 shares; 2018Q4: 10,475 shares; 2019Q1: 10,475 shares 10,475 $525K 0.08% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,300 shares; 2018Q4: 4,300 shares; 2019Q1: 3,200 shares 3,200 $524K 0.08% -1,100 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,008 shares; 2018Q4: 1,804 shares; 2019Q1: 1,738 shares 1,738 $523K 0.08% -66 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,409 shares; 2018Q4: 5,909 shares; 2019Q1: 5,909 shares 5,909 $514K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 10,379 shares; 2018Q4: 11,126 shares; 2019Q1: 8,726 shares 8,726 $509K 0.08% -2,400 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,324 shares; 2018Q4: 9,124 shares; 2019Q1: 9,124 shares 9,124 $505K 0.08% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,621 shares; 2018Q4: 11,530 shares; 2019Q1: 9,995 shares 9,995 $504K 0.08% -1,535 Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,625 shares; 2018Q4: 8,196 shares; 2019Q1: 5,279 shares 5,279 $498K 0.07% -2,917 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 255 shares; 2018Q4: 255 shares; 2019Q1: 285 shares 285 $497K 0.07% +30 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,400 shares; 2018Q4: 4,400 shares; 2019Q1: 4,400 shares 4,400 $497K 0.07% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,953 shares; 2018Q4: 7,403 shares; 2019Q1: 6,628 shares 6,628 $472K 0.07% -775 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,475 shares; 2018Q4: 1,927 shares; 2019Q1: 1,321 shares 1,321 $471K 0.07% -606 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 14,246 shares; 2018Q4: 12,134 shares; 2019Q1: 11,019 shares 11,019 $469K 0.07% -1,115 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 24,873 shares; 2018Q4: 23,439 shares; 2019Q1: 23,439 shares 23,439 $469K 0.07% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,686 shares; 2018Q4: 4,088 shares; 2019Q1: 4,450 shares 4,450 $462K 0.07% +362 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,361 shares; 2018Q4: 3,361 shares; 2019Q1: 3,361 shares 3,361 $456K 0.07% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,061 shares; 2018Q4: 9,061 shares; 2019Q1: 9,061 shares 9,061 $453K 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,582 shares; 2018Q4: 5,842 shares; 2019Q1: 3,939 shares 3,939 $450K 0.07% -1,903 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,005 shares; 2018Q4: 6,010 shares; 2019Q1: 6,017 shares 6,017 $447K 0.07% +7 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,200 shares; 2018Q4: 3,790 shares; 2019Q1: 3,790 shares 3,790 $438K 0.07% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,000 shares; 2018Q4: 5,400 shares; 2019Q1: 5,455 shares 5,455 $426K 0.06% +55 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,169 shares; 2018Q4: 6,169 shares; 2019Q1: 6,169 shares 6,169 $417K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,779 shares; 2018Q4: 3,596 shares; 2019Q1: 3,461 shares 3,461 $405K 0.06% -135 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,290 shares; 2018Q4: 3,290 shares; 2019Q1: 3,290 shares 3,290 $404K 0.06% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,218 shares; 2018Q4: 5,118 shares; 2019Q1: 5,118 shares 5,118 $400K 0.06% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,000 shares; 2018Q4: 8,000 shares; 2019Q1: 8,000 shares 8,000 $397K 0.06% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,230 shares; 2018Q4: 3,000 shares; 2019Q1: 3,000 shares 3,000 $389K 0.06% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 24,900 shares; 2018Q4: 10,300 shares; 2019Q1: 10,050 shares 10,050 $383K 0.06% -250 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 16,466 shares; 2018Q4: 19,737 shares; 2019Q1: 19,737 shares 19,737 $383K 0.06% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 5,216 shares 5,216 $378K 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,334 shares; 2018Q4: 6,584 shares; 2019Q1: 6,059 shares 6,059 $377K 0.06% -525 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 22,072 shares; 2018Q4: 20,592 shares; 2019Q1: 13,325 shares 13,325 $370K 0.06% -7,267 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,248 shares; 2018Q4: 1,344 shares; 2019Q1: 1,229 shares 1,229 $369K 0.06% -115 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,669 shares; 2018Q4: 4,382 shares; 2019Q1: 4,307 shares 4,307 $361K 0.05% -75 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,752 shares; 2018Q4: 4,352 shares; 2019Q1: 4,352 shares 4,352 $354K 0.05% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,095 shares; 2018Q4: 5,295 shares; 2019Q1: 5,295 shares 5,295 $348K 0.05% 0 Timeline EVERBRIDGE INC EVERBRIDGE INC More: the full row for EVERBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,635 shares 4,635 $348K 0.05% new SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,502 shares; 2018Q4: 6,366 shares; 2019Q1: 6,366 shares 6,366 $333K 0.05% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 2,703 shares; 2019Q1: 2,273 shares 2,273 $330K 0.05% -430 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,212 shares; 2018Q4: 3,212 shares; 2019Q1: 4,184 shares 4,184 $321K 0.05% +972 Timeline CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,635 shares; 2018Q4: 5,454 shares; 2019Q1: 5,454 shares 5,454 $321K 0.05% 0 INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 12,120 shares; 2019Q1: 12,120 shares 12,120 $319K 0.05% 0 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,150 shares; 2018Q4: 4,150 shares; 2019Q1: 4,150 shares 4,150 $312K 0.05% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,435 shares; 2018Q4: 3,600 shares; 2019Q1: 3,619 shares 3,619 $304K 0.05% +19 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 1,967 shares; 2019Q1: 1,862 shares 1,862 $291K 0.04% -105 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,397 shares; 2018Q4: 3,172 shares; 2019Q1: 3,172 shares 3,172 $288K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,240 shares; 2018Q4: 970 shares; 2019Q1: 1,059 shares 1,059 $282K 0.04% +89 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,372 shares; 2018Q4: 7,594 shares; 2019Q1: 7,519 shares 7,519 $279K 0.04% -75 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,604 shares; 2018Q4: 5,173 shares; 2019Q1: 4,673 shares 4,673 $277K 0.04% -500 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,179 shares; 2018Q4: 2,179 shares; 2019Q1: 2,199 shares 2,199 $275K 0.04% +20 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 1,019 shares; 2019Q1: 1,138 shares 1,138 $263K 0.04% +119 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 7,900 shares; 2018Q4: 7,600 shares; 2019Q1: 7,600 shares 7,600 $262K 0.04% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 645 shares; 2018Q4: 658 shares; 2019Q1: 608 shares 608 $260K 0.04% -50 VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 1,286 shares; 2019Q1: 1,286 shares 1,286 $258K 0.04% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,674 shares; 2018Q4: 5,674 shares; 2019Q1: 5,674 shares 5,674 $256K 0.04% 0 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 8,637 shares; 2018Q4: 8,597 shares; 2019Q1: 5,095 shares 5,095 $254K 0.04% -3,502 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 2,335 shares; 2019Q1: 2,363 shares 2,363 $254K 0.04% +28 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,500 shares; 2018Q4: 3,245 shares; 2019Q1: 3,100 shares 3,100 $250K 0.04% -145 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,920 shares; 2018Q4: 1,920 shares; 2019Q1: 1,920 shares 1,920 $249K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,594 shares; 2018Q4: 1,594 shares; 2019Q1: 1,409 shares 1,409 $249K 0.04% -185 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 4,151 shares; 2018Q4: 4,151 shares; 2019Q1: 4,151 shares 4,151 $244K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,780 shares; 2018Q4: 8,385 shares; 2019Q1: 6,549 shares 6,549 $242K 0.04% -1,836 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 10,000 shares 10,000 $241K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,932 shares; 2018Q4: not reported; 2019Q1: 1,707 shares 1,707 $239K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,788 shares; 2018Q4: 8,251 shares; 2019Q1: 6,426 shares 6,426 $235K 0.04% -1,825 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,710 shares 4,710 $235K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 7,762 shares 7,762 $226K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 3,838 shares; 2018Q4: not reported; 2019Q1: 3,792 shares 3,792 $218K 0.03% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,500 shares 1,500 $216K 0.03% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 5,015 shares 5,015 $214K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 15,560 shares; 2019Q1: 13,920 shares 13,920 $214K 0.03% -1,640 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,780 shares; 2018Q4: not reported; 2019Q1: 2,480 shares 2,480 $210K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 6,300 shares; 2018Q4: not reported; 2019Q1: 6,300 shares 6,300 $209K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,144 shares 1,144 $209K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 1,687 shares; 2018Q4: not reported; 2019Q1: 1,687 shares 1,687 $208K 0.03% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,024 shares 4,024 $208K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 5,400 shares; 2018Q4: not reported; 2019Q1: 5,400 shares 5,400 $201K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,753 shares 1,753 $201K 0.03% new 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; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 2,835 shares; 2018Q4: 2,485 shares; 2019Q1: 1,785 shares 1,785 $201K 0.03% -700 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,308 shares 4,308 $201K 0.03% new James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 15,000 shares; 2018Q4: 15,000 shares; 2019Q1: 15,000 shares 15,000 $193K 0.03% 0 HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 11,952 shares; 2018Q4: 11,952 shares; 2019Q1: 11,952 shares 11,952 $184K 0.03% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: restricted; 2017Q3: restricted; 2017Q4: restricted; 2018Q1: restricted; 2018Q2: restricted; 2018Q3: 9,615 shares; 2018Q4: not reported; 2019Q1: 10,014 shares 10,014 $167K 0.03% new