IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 124,544 shares; 2018Q4: 131,637 shares; 2019Q1: 145,021 shares; 2019Q2: 157,066 shares; 2019Q3: 162,325 shares; 2019Q4: 170,627 shares; 2020Q1: 178,823 shares 178,823 $46.2M 8.31% +8,196 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 469,074 shares; 2018Q4: 471,717 shares; 2019Q1: 468,919 shares; 2019Q2: 468,556 shares; 2019Q3: 464,583 shares; 2019Q4: 465,025 shares; 2020Q1: 464,720 shares 464,720 $40M 7.19% -305 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; 2018Q2: restricted; 2018Q3: 110,341 shares; 2018Q4: 112,660 shares; 2019Q1: 123,095 shares; 2019Q2: 129,459 shares; 2019Q3: 124,613 shares; 2019Q4: 125,311 shares; 2020Q1: 125,980 shares 125,980 $32.5M 5.84% +669 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 181,611 shares; 2018Q4: 161,855 shares; 2019Q1: 136,781 shares; 2019Q2: 135,894 shares; 2019Q3: 145,698 shares; 2019Q4: 144,979 shares; 2020Q1: 115,601 shares 115,601 $29.4M 5.29% -29,378 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 85,168 shares; 2018Q4: 83,874 shares; 2019Q1: 83,720 shares; 2019Q2: 85,343 shares; 2019Q3: 84,941 shares; 2019Q4: 90,268 shares; 2020Q1: 89,575 shares 89,575 $10.3M 1.84% -693 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 204,688 shares; 2018Q4: 171,986 shares; 2019Q1: 179,369 shares; 2019Q2: 182,520 shares; 2019Q3: 176,554 shares; 2019Q4: 176,085 shares; 2020Q1: 174,486 shares 174,486 $9.33M 1.68% -1,599 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 49,560 shares; 2018Q4: 65,836 shares; 2019Q1: 77,189 shares; 2019Q2: 83,656 shares; 2019Q3: 84,523 shares; 2019Q4: 88,823 shares; 2020Q1: 80,355 shares 80,355 $9.08M 1.63% -8,468 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 50,578 shares; 2018Q4: 49,220 shares; 2019Q1: 49,220 shares; 2019Q2: 49,780 shares; 2019Q3: 49,780 shares; 2019Q4: 51,867 shares; 2020Q1: 61,992 shares 61,992 $8.77M 1.58% +10,125 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 47,517 shares; 2018Q4: 56,417 shares; 2019Q1: 73,242 shares; 2019Q2: 76,514 shares; 2019Q3: 82,630 shares; 2019Q4: 85,055 shares; 2020Q1: 77,480 shares 77,480 $8.24M 1.48% -7,575 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 80,550 shares; 2018Q4: 78,475 shares; 2019Q1: 71,661 shares; 2019Q2: 70,526 shares; 2019Q3: 67,297 shares; 2019Q4: 69,429 shares; 2020Q1: 62,067 shares 62,067 $8.14M 1.46% -7,362 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,019 shares; 2020Q1: 84,173 shares 84,173 $7.97M 1.43% +83,154 GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 63,699 shares; 2018Q4: 59,825 shares; 2019Q1: 73,500 shares; 2019Q2: 69,420 shares; 2019Q3: 69,987 shares; 2019Q4: 71,572 shares; 2020Q1: 68,274 shares 68,274 $7.83M 1.41% -3,298 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 51,730 shares; 2018Q4: 44,782 shares; 2019Q1: 44,933 shares; 2019Q2: 46,833 shares; 2019Q3: 48,623 shares; 2019Q4: 58,193 shares; 2020Q1: 61,983 shares 61,983 $7.66M 1.38% +3,790 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 55,098 shares; 2018Q4: 56,652 shares; 2019Q1: 51,808 shares; 2019Q2: 51,265 shares; 2019Q3: 48,098 shares; 2019Q4: 49,140 shares; 2020Q1: 47,077 shares 47,077 $7.42M 1.33% -2,063 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; 2018Q2: restricted; 2018Q3: 50,321 shares; 2018Q4: 50,421 shares; 2019Q1: 49,168 shares; 2019Q2: 49,414 shares; 2019Q3: 39,655 shares; 2019Q4: 39,423 shares; 2020Q1: 39,630 shares 39,630 $7.4M 1.33% +207 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; 2018Q2: restricted; 2018Q3: 41,866 shares; 2018Q4: 41,465 shares; 2019Q1: 41,472 shares; 2019Q2: 41,647 shares; 2019Q3: 41,447 shares; 2019Q4: 41,602 shares; 2020Q1: 42,717 shares 42,717 $7.12M 1.28% +1,115 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; 2018Q2: restricted; 2018Q3: 84,552 shares; 2018Q4: 85,708 shares; 2019Q1: 84,697 shares; 2019Q2: 82,346 shares; 2019Q3: 86,108 shares; 2019Q4: 90,443 shares; 2020Q1: 87,787 shares 87,787 $7.05M 1.27% -2,656 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 105,314 shares; 2018Q4: 111,611 shares; 2019Q1: 111,596 shares; 2019Q2: 123,164 shares; 2019Q3: 126,868 shares; 2019Q4: 134,288 shares; 2020Q1: 128,120 shares 128,120 $6.71M 1.21% -6,168 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 69,167 shares; 2018Q4: 96,155 shares; 2019Q1: 119,265 shares; 2019Q2: 129,402 shares; 2019Q3: 134,924 shares; 2019Q4: 140,069 shares; 2020Q1: 132,709 shares 132,709 $6.62M 1.19% -7,360 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; 2018Q2: restricted; 2018Q3: 70,898 shares; 2018Q4: 70,287 shares; 2019Q1: 71,968 shares; 2019Q2: 70,955 shares; 2019Q3: 68,637 shares; 2019Q4: 69,040 shares; 2020Q1: 68,386 shares 68,386 $6.16M 1.11% -654 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; 2018Q2: restricted; 2018Q3: 86,632 shares; 2018Q4: 85,979 shares; 2019Q1: 70,243 shares; 2019Q2: 70,185 shares; 2019Q3: 56,870 shares; 2019Q4: 58,644 shares; 2020Q1: 55,748 shares 55,748 $6.13M 1.1% -2,896 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 139,771 shares; 2018Q4: 100,360 shares; 2019Q1: 96,685 shares; 2019Q2: 103,860 shares; 2019Q3: 109,941 shares; 2019Q4: 115,741 shares; 2020Q1: 109,505 shares 109,505 $6.01M 1.08% -6,236 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; 2018Q2: restricted; 2018Q3: 146,189 shares; 2018Q4: 143,912 shares; 2019Q1: 136,650 shares; 2019Q2: 136,629 shares; 2019Q3: 132,293 shares; 2019Q4: 131,172 shares; 2020Q1: 129,442 shares 129,442 $5.73M 1.03% -1,730 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 39,125 shares; 2018Q4: 36,513 shares; 2019Q1: 36,858 shares; 2019Q2: 39,033 shares; 2019Q3: 36,658 shares; 2019Q4: 43,487 shares; 2020Q1: 45,437 shares 45,437 $5.24M 0.94% +1,950 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; 2018Q2: restricted; 2018Q3: 58,192 shares; 2018Q4: 57,702 shares; 2019Q1: 57,507 shares; 2019Q2: 56,880 shares; 2019Q3: 51,568 shares; 2019Q4: 51,914 shares; 2020Q1: 53,831 shares 53,831 $5.2M 0.93% +1,917 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 28,540 shares; 2018Q4: 28,245 shares; 2019Q1: 30,489 shares; 2019Q2: 34,083 shares; 2019Q3: 35,145 shares; 2019Q4: 35,597 shares; 2020Q1: 35,092 shares 35,092 $5.05M 0.91% -505 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 4,474 shares; 2018Q4: 4,346 shares; 2019Q1: 4,318 shares; 2019Q2: 4,324 shares; 2019Q3: 4,325 shares; 2019Q4: 4,372 shares; 2020Q1: 4,092 shares 4,092 $4.75M 0.85% -280 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; 2018Q2: restricted; 2018Q3: 253,606 shares; 2018Q4: 253,035 shares; 2019Q1: 233,350 shares; 2019Q2: 232,063 shares; 2019Q3: 221,103 shares; 2019Q4: 220,942 shares; 2020Q1: 211,428 shares 211,428 $4.4M 0.79% -9,514 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,180 shares; 2018Q4: 3,248 shares; 2019Q1: 3,230 shares; 2019Q2: 3,160 shares; 2019Q3: 3,609 shares; 2019Q4: 3,763 shares; 2020Q1: 3,778 shares 3,778 $4.39M 0.79% +15 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; 2018Q2: restricted; 2018Q3: 1,203 shares; 2018Q4: 1,147 shares; 2019Q1: 1,203 shares; 2019Q2: 1,307 shares; 2019Q3: 2,163 shares; 2019Q4: 2,451 shares; 2020Q1: 2,142 shares 2,142 $4.18M 0.75% -309 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; 2018Q2: restricted; 2018Q3: 22,044 shares; 2018Q4: 22,455 shares; 2019Q1: 22,455 shares; 2019Q2: 21,791 shares; 2019Q3: 22,947 shares; 2019Q4: 23,270 shares; 2020Q1: 22,655 shares 22,655 $4.14M 0.74% -615 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 61,210 shares; 2018Q4: 61,565 shares; 2019Q1: 57,065 shares; 2019Q2: 56,772 shares; 2019Q3: 50,855 shares; 2019Q4: 50,795 shares; 2020Q1: 50,345 shares 50,345 $3.97M 0.71% -450 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 47,587 shares; 2018Q4: 48,734 shares; 2019Q1: 42,407 shares; 2019Q2: 42,288 shares; 2019Q3: 30,612 shares; 2019Q4: 31,196 shares; 2020Q1: 32,114 shares 32,114 $3.86M 0.69% +918 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 133,817 shares; 2018Q4: 133,634 shares; 2019Q1: 128,073 shares; 2019Q2: 126,467 shares; 2019Q3: 116,281 shares; 2019Q4: 118,250 shares; 2020Q1: 115,837 shares 115,837 $3.78M 0.68% -2,413 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; 2018Q2: restricted; 2018Q3: 49,117 shares; 2018Q4: 97,134 shares; 2019Q1: 89,537 shares; 2019Q2: 89,323 shares; 2019Q3: 84,241 shares; 2019Q4: 83,761 shares; 2020Q1: 78,868 shares 78,868 $3.77M 0.68% -4,893 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 129,426 shares; 2018Q4: 120,542 shares; 2019Q1: 119,412 shares; 2019Q2: 120,621 shares; 2019Q3: 113,251 shares; 2019Q4: 112,536 shares; 2020Q1: 106,295 shares 106,295 $3.63M 0.65% -6,241 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; 2018Q2: restricted; 2018Q3: 10,197 shares; 2018Q4: 10,428 shares; 2019Q1: 11,046 shares; 2019Q2: 11,737 shares; 2019Q3: 13,672 shares; 2019Q4: 14,127 shares; 2020Q1: 13,857 shares 13,857 $3.46M 0.62% -270 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; 2018Q2: restricted; 2018Q3: 43,653 shares; 2018Q4: 43,653 shares; 2019Q1: 43,203 shares; 2019Q2: 43,179 shares; 2019Q3: 37,609 shares; 2019Q4: 37,465 shares; 2020Q1: 40,285 shares 40,285 $3.45M 0.62% +2,820 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; 2018Q2: restricted; 2018Q3: 57,486 shares; 2018Q4: 59,079 shares; 2019Q1: 54,469 shares; 2019Q2: 55,597 shares; 2019Q3: 42,550 shares; 2019Q4: 42,927 shares; 2020Q1: 44,124 shares 44,124 $3.4M 0.61% +1,197 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; 2018Q2: restricted; 2018Q3: 38,985 shares; 2018Q4: 39,208 shares; 2019Q1: 38,979 shares; 2019Q2: 38,887 shares; 2019Q3: 34,538 shares; 2019Q4: 33,869 shares; 2020Q1: 33,759 shares 33,759 $3.37M 0.61% -110 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 146,889 shares; 2018Q4: 147,984 shares; 2019Q1: 141,654 shares; 2019Q2: 139,976 shares; 2019Q3: 109,287 shares; 2019Q4: 101,225 shares; 2020Q1: 88,126 shares 88,126 $3.35M 0.6% -13,099 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; 2018Q2: restricted; 2018Q3: 168,774 shares; 2018Q4: 167,509 shares; 2019Q1: 152,801 shares; 2019Q2: 149,282 shares; 2019Q3: 99,864 shares; 2019Q4: 118,532 shares; 2020Q1: 114,654 shares 114,654 $3.34M 0.6% -3,878 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; 2018Q2: restricted; 2018Q3: 42,302 shares; 2018Q4: 44,886 shares; 2019Q1: 36,549 shares; 2019Q2: 36,161 shares; 2019Q3: 23,624 shares; 2019Q4: 23,749 shares; 2020Q1: 24,217 shares 24,217 $3.31M 0.6% +468 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 21,719 shares; 2018Q4: 22,435 shares; 2019Q1: 22,279 shares; 2019Q2: 22,490 shares; 2019Q3: 22,235 shares; 2019Q4: 22,620 shares; 2020Q1: 23,068 shares 23,068 $3.19M 0.57% +448 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; 2018Q2: restricted; 2018Q3: 59,194 shares; 2018Q4: 75,995 shares; 2019Q1: 69,958 shares; 2019Q2: 64,967 shares; 2019Q3: 55,397 shares; 2019Q4: 51,567 shares; 2020Q1: 50,566 shares 50,566 $3M 0.54% -1,001 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 18,506 shares; 2018Q4: 18,469 shares; 2019Q1: 18,398 shares; 2019Q2: 18,230 shares; 2019Q3: 22,210 shares; 2019Q4: 21,751 shares; 2020Q1: 17,766 shares 17,766 $2.96M 0.53% -3,985 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; 2018Q2: restricted; 2018Q3: 31,790 shares; 2018Q4: 30,769 shares; 2019Q1: 30,005 shares; 2019Q2: 29,811 shares; 2019Q3: 28,053 shares; 2019Q4: 27,674 shares; 2020Q1: 25,691 shares 25,691 $2.85M 0.51% -1,983 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 21,992 shares; 2018Q4: 23,293 shares; 2019Q1: 20,925 shares; 2019Q2: 21,045 shares; 2019Q3: 15,427 shares; 2019Q4: 15,265 shares; 2020Q1: 17,042 shares 17,042 $2.82M 0.51% +1,777 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; 2018Q2: restricted; 2018Q3: 13,731 shares; 2018Q4: 13,956 shares; 2019Q1: 13,941 shares; 2019Q2: 14,092 shares; 2019Q3: 10,910 shares; 2019Q4: 11,070 shares; 2020Q1: 9,685 shares 9,685 $2.76M 0.5% -1,385 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 31,002 shares; 2018Q4: 34,127 shares; 2019Q1: 30,611 shares; 2019Q2: 30,370 shares; 2019Q3: 23,093 shares; 2019Q4: 24,443 shares; 2020Q1: 24,078 shares 24,078 $2.74M 0.49% -365 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 84,598 shares; 2018Q4: 95,694 shares; 2019Q1: 80,180 shares; 2019Q2: 80,885 shares; 2019Q3: 49,583 shares; 2019Q4: 50,282 shares; 2020Q1: 50,345 shares 50,345 $2.73M 0.49% +63 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; 2018Q2: restricted; 2018Q3: 11 shares; 2018Q4: 11 shares; 2019Q1: 11 shares; 2019Q2: 11 shares; 2019Q3: 10 shares; 2019Q4: 10 shares; 2020Q1: 10 shares 10 $2.72M 0.49% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 63,288 shares; 2018Q4: 60,195 shares; 2019Q1: 57,972 shares; 2019Q2: 58,160 shares; 2019Q3: 39,926 shares; 2019Q4: 40,275 shares; 2020Q1: 37,183 shares 37,183 $2.69M 0.48% -3,092 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; 2018Q2: restricted; 2018Q3: 11,085 shares; 2018Q4: 14,047 shares; 2019Q1: 12,769 shares; 2019Q2: 12,770 shares; 2019Q3: 9,679 shares; 2019Q4: 9,685 shares; 2020Q1: 13,775 shares 13,775 $2.62M 0.47% +4,090 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 11,624 shares; 2018Q4: 11,749 shares; 2019Q1: 13,241 shares; 2019Q2: 13,362 shares; 2019Q3: 16,592 shares; 2019Q4: 17,698 shares; 2020Q1: 15,998 shares 15,998 $2.58M 0.46% -1,700 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; 2018Q2: restricted; 2018Q3: 7,433 shares; 2018Q4: 7,233 shares; 2019Q1: 7,333 shares; 2019Q2: 8,083 shares; 2019Q3: 8,308 shares; 2019Q4: 9,933 shares; 2020Q1: 9,625 shares 9,625 $2.53M 0.45% -308 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; 2018Q2: restricted; 2018Q3: 17,491 shares; 2018Q4: 16,092 shares; 2019Q1: 17,790 shares; 2019Q2: 18,758 shares; 2019Q3: 19,978 shares; 2019Q4: 25,077 shares; 2020Q1: 29,071 shares 29,071 $2.48M 0.45% +3,994 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; 2018Q2: restricted; 2018Q3: 27,836 shares; 2018Q4: 27,826 shares; 2019Q1: 16,550 shares; 2019Q2: 16,615 shares; 2019Q3: 9,835 shares; 2019Q4: 10,115 shares; 2020Q1: 10,040 shares 10,040 $2.42M 0.43% -75 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 39,604 shares; 2018Q4: 43,974 shares; 2019Q1: 48,299 shares; 2019Q2: 57,973 shares; 2019Q3: 61,743 shares; 2019Q4: 57,126 shares; 2020Q1: 59,291 shares 59,291 $2.4M 0.43% +2,165 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; 2018Q2: restricted; 2018Q3: 71,464 shares; 2018Q4: 92,196 shares; 2019Q1: 108,117 shares; 2019Q2: 106,791 shares; 2019Q3: 115,980 shares; 2019Q4: 115,188 shares; 2020Q1: 71,692 shares 71,692 $2.39M 0.43% -43,496 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 45,689 shares; 2018Q4: 46,989 shares; 2019Q1: 51,189 shares; 2019Q2: 50,689 shares; 2019Q3: 50,890 shares; 2019Q4: 50,243 shares; 2020Q1: 49,219 shares 49,219 $2.38M 0.43% -1,024 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 17,489 shares; 2018Q4: 17,241 shares; 2019Q1: 17,241 shares; 2019Q2: 17,178 shares; 2019Q3: 19,275 shares; 2019Q4: 19,275 shares; 2020Q1: 19,275 shares 19,275 $2.34M 0.42% 0 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; 2018Q2: restricted; 2018Q3: 32,361 shares; 2018Q4: 33,711 shares; 2019Q1: 33,469 shares; 2019Q2: 32,811 shares; 2019Q3: 29,186 shares; 2019Q4: 28,628 shares; 2020Q1: 26,218 shares 26,218 $2.32M 0.42% -2,410 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; 2018Q2: restricted; 2018Q3: 74,935 shares; 2018Q4: 77,382 shares; 2019Q1: 70,150 shares; 2019Q2: 70,407 shares; 2019Q3: 79,675 shares; 2019Q4: 80,857 shares; 2020Q1: 57,418 shares 57,418 $2.26M 0.41% -23,439 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; 2018Q2: restricted; 2018Q3: 42,662 shares; 2018Q4: 41,137 shares; 2019Q1: 41,525 shares; 2019Q2: 42,187 shares; 2019Q3: 41,837 shares; 2019Q4: 42,162 shares; 2020Q1: 40,878 shares 40,878 $2.23M 0.4% -1,284 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; 2018Q2: restricted; 2018Q3: 46,362 shares; 2018Q4: 45,766 shares; 2019Q1: 44,691 shares; 2019Q2: 44,525 shares; 2019Q3: 45,689 shares; 2019Q4: 44,903 shares; 2020Q1: 44,903 shares 44,903 $2.15M 0.39% 0 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; 2018Q2: restricted; 2018Q3: 49,200 shares; 2018Q4: 50,367 shares; 2019Q1: 53,094 shares; 2019Q2: 50,568 shares; 2019Q3: 27,746 shares; 2019Q4: 34,971 shares; 2020Q1: 38,865 shares 38,865 $2.09M 0.38% +3,894 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; 2018Q2: restricted; 2018Q3: 14,673 shares; 2018Q4: 15,474 shares; 2019Q1: 15,474 shares; 2019Q2: 19,757 shares; 2019Q3: 19,181 shares; 2019Q4: 19,185 shares; 2020Q1: 19,190 shares 19,190 $1.98M 0.36% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 12,127 shares; 2018Q4: 12,117 shares; 2019Q1: 12,157 shares; 2019Q2: 12,097 shares; 2019Q3: 13,007 shares; 2019Q4: 12,817 shares; 2020Q1: 11,962 shares 11,962 $1.97M 0.35% -855 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; 2018Q2: restricted; 2018Q3: 25,056 shares; 2018Q4: 23,981 shares; 2019Q1: 22,810 shares; 2019Q2: 22,310 shares; 2019Q3: 22,260 shares; 2019Q4: 21,105 shares; 2020Q1: 19,740 shares 19,740 $1.94M 0.35% -1,365 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; 2018Q2: restricted; 2018Q3: 11,747 shares; 2018Q4: 11,717 shares; 2019Q1: 12,145 shares; 2019Q2: 13,024 shares; 2019Q3: 27,903 shares; 2019Q4: 39,103 shares; 2020Q1: 34,554 shares 34,554 $1.93M 0.35% -4,549 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; 2018Q2: restricted; 2018Q3: 32,702 shares; 2018Q4: 36,939 shares; 2019Q1: 36,939 shares; 2019Q2: 37,087 shares; 2019Q3: 20,407 shares; 2019Q4: 22,476 shares; 2020Q1: 22,266 shares 22,266 $1.8M 0.32% -210 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; 2018Q2: restricted; 2018Q3: 29,460 shares; 2018Q4: 28,360 shares; 2019Q1: 28,667 shares; 2019Q2: 26,852 shares; 2019Q3: 28,762 shares; 2019Q4: 29,849 shares; 2020Q1: 31,249 shares 31,249 $1.73M 0.31% +1,400 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 20,174 shares; 2018Q4: 19,999 shares; 2019Q1: 19,924 shares; 2019Q2: 19,948 shares; 2019Q3: 19,873 shares; 2019Q4: 19,902 shares; 2020Q1: 18,052 shares 18,052 $1.72M 0.31% -1,850 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 9,792 shares; 2018Q4: 9,779 shares; 2019Q1: 9,899 shares; 2019Q2: 11,515 shares; 2019Q3: 11,515 shares; 2019Q4: 11,477 shares; 2020Q1: 11,353 shares 11,353 $1.71M 0.31% -124 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; 2018Q2: restricted; 2018Q3: 29,698 shares; 2018Q4: 29,773 shares; 2019Q1: 29,794 shares; 2019Q2: 28,666 shares; 2019Q3: 30,416 shares; 2019Q4: 31,317 shares; 2020Q1: 28,417 shares 28,417 $1.68M 0.3% -2,900 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 58,444 shares; 2018Q4: 57,657 shares; 2019Q1: 57,307 shares; 2019Q2: 56,924 shares; 2019Q3: 48,675 shares; 2019Q4: 48,150 shares; 2020Q1: 48,150 shares 48,150 $1.66M 0.3% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 5,042 shares; 2018Q4: 5,042 shares; 2019Q1: 5,074 shares; 2019Q2: 5,126 shares; 2019Q3: 7,726 shares; 2019Q4: 7,704 shares; 2020Q1: 6,834 shares 6,834 $1.65M 0.3% -870 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 5,598 shares; 2018Q4: 11,099 shares; 2019Q1: 11,618 shares; 2019Q2: 11,674 shares; 2019Q3: 11,759 shares; 2019Q4: 10,953 shares; 2020Q1: 10,998 shares 10,998 $1.64M 0.29% +45 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 13,271 shares; 2018Q4: 13,753 shares; 2019Q1: 13,753 shares; 2019Q2: 13,742 shares; 2019Q3: 13,582 shares; 2019Q4: 13,583 shares; 2020Q1: 13,648 shares 13,648 $1.62M 0.29% +65 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 18,901 shares; 2018Q4: 13,226 shares; 2019Q1: 12,746 shares; 2019Q2: 12,746 shares; 2019Q3: 12,686 shares; 2019Q4: 17,602 shares; 2020Q1: 18,602 shares 18,602 $1.61M 0.29% +1,000 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 53,462 shares; 2018Q4: 53,582 shares; 2019Q1: 51,682 shares; 2019Q2: 49,357 shares; 2019Q3: 50,717 shares; 2019Q4: 46,827 shares; 2020Q1: 46,767 shares 46,767 $1.6M 0.29% -60 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; 2018Q2: restricted; 2018Q3: 61,496 shares; 2018Q4: 59,022 shares; 2019Q1: 56,672 shares; 2019Q2: 53,310 shares; 2019Q3: 51,492 shares; 2019Q4: 49,452 shares; 2020Q1: 46,052 shares 46,052 $1.55M 0.28% -3,400 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 6,272 shares; 2018Q4: 6,572 shares; 2019Q1: 6,572 shares; 2019Q2: 6,499 shares; 2019Q3: 7,153 shares; 2019Q4: 7,405 shares; 2020Q1: 7,519 shares 7,519 $1.52M 0.27% +114 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 26,625 shares; 2018Q4: 26,491 shares; 2019Q1: 21,838 shares; 2019Q2: 21,895 shares; 2019Q3: 11,374 shares; 2019Q4: 11,396 shares; 2020Q1: 11,079 shares 11,079 $1.51M 0.27% -317 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 22,816 shares; 2020Q1: 48,196 shares 48,196 $1.49M 0.27% +25,380 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 27,382 shares; 2018Q4: 23,632 shares; 2019Q1: 26,242 shares; 2019Q2: 24,500 shares; 2019Q3: 25,100 shares; 2019Q4: 26,100 shares; 2020Q1: 26,100 shares 26,100 $1.46M 0.26% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 4,622 shares; 2018Q4: 20,148 shares; 2019Q1: 21,827 shares; 2019Q2: 24,512 shares; 2019Q3: 31,567 shares; 2019Q4: 31,284 shares; 2020Q1: 32,199 shares 32,199 $1.39M 0.25% +915 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 21,325 shares; 2018Q4: 13,426 shares; 2019Q1: 12,826 shares; 2019Q2: 12,576 shares; 2019Q3: 12,376 shares; 2019Q4: 12,876 shares; 2020Q1: 11,705 shares 11,705 $1.38M 0.25% -1,171 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 14,410 shares; 2018Q4: 12,290 shares; 2019Q1: 12,140 shares; 2019Q2: 11,965 shares; 2019Q3: 14,865 shares; 2019Q4: 11,770 shares; 2020Q1: 11,370 shares 11,370 $1.38M 0.25% -400 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; 2018Q2: restricted; 2018Q3: 32,692 shares; 2018Q4: 32,342 shares; 2019Q1: 30,642 shares; 2019Q2: 30,751 shares; 2019Q3: 31,401 shares; 2019Q4: 31,226 shares; 2020Q1: 30,176 shares 30,176 $1.36M 0.24% -1,050 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 21,320 shares; 2018Q4: 19,820 shares; 2019Q1: 18,970 shares; 2019Q2: 18,770 shares; 2019Q3: 19,995 shares; 2019Q4: 18,970 shares; 2020Q1: 18,820 shares 18,820 $1.35M 0.24% -150 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; 2018Q2: restricted; 2018Q3: 9,304 shares; 2018Q4: 12,028 shares; 2019Q1: 11,838 shares; 2019Q2: 11,838 shares; 2019Q3: 9,483 shares; 2019Q4: 9,375 shares; 2020Q1: 9,375 shares 9,375 $1.33M 0.24% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 18,414 shares; 2018Q4: 16,404 shares; 2019Q1: 17,714 shares; 2019Q2: 18,139 shares; 2019Q3: 18,844 shares; 2019Q4: 20,154 shares; 2020Q1: 17,254 shares 17,254 $1.33M 0.24% -2,900 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 34,161 shares; 2018Q4: 35,041 shares; 2019Q1: 34,519 shares; 2019Q2: 34,215 shares; 2019Q3: 16,768 shares; 2019Q4: 17,345 shares; 2020Q1: 17,445 shares 17,445 $1.33M 0.24% +100 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; 2018Q2: restricted; 2018Q3: 15,514 shares; 2018Q4: 15,500 shares; 2019Q1: 15,415 shares; 2019Q2: 15,415 shares; 2019Q3: 9,982 shares; 2019Q4: 9,982 shares; 2020Q1: 9,757 shares 9,757 $1.29M 0.23% -225 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; 2018Q2: restricted; 2018Q3: 111,463 shares; 2018Q4: 102,583 shares; 2019Q1: 96,053 shares; 2019Q2: 90,578 shares; 2019Q3: 90,578 shares; 2019Q4: 85,677 shares; 2020Q1: 82,677 shares 82,677 $1.25M 0.22% -3,000 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; 2018Q2: restricted; 2018Q3: 5,196 shares; 2018Q4: 6,167 shares; 2019Q1: 6,792 shares; 2019Q2: 7,112 shares; 2019Q3: 6,980 shares; 2019Q4: 7,516 shares; 2020Q1: 9,283 shares 9,283 $1.24M 0.22% +1,767 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 2,485 shares; 2018Q4: 3,365 shares; 2019Q1: 3,370 shares; 2019Q2: 3,665 shares; 2019Q3: 6,090 shares; 2019Q4: 6,300 shares; 2020Q1: 5,700 shares 5,700 $1.24M 0.22% -600 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 16,634 shares; 2018Q4: 16,635 shares; 2019Q1: 16,313 shares; 2019Q2: 16,179 shares; 2019Q3: 14,274 shares; 2019Q4: 14,041 shares; 2020Q1: 14,454 shares 14,454 $1.2M 0.22% +413 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 10,000 shares; 2019Q2: 27,500 shares; 2019Q3: 43,600 shares; 2019Q4: 51,625 shares; 2020Q1: 54,625 shares 54,625 $1.2M 0.21% +3,000 Timeline 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; 2018Q2: restricted; 2018Q3: 5,200 shares; 2018Q4: 5,400 shares; 2019Q1: 5,404 shares; 2019Q2: 5,404 shares; 2019Q3: 10,404 shares; 2019Q4: 10,400 shares; 2020Q1: 5,400 shares 5,400 $1.18M 0.21% -5,000 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; 2018Q2: restricted; 2018Q3: 29,068 shares; 2018Q4: 28,176 shares; 2019Q1: 26,276 shares; 2019Q2: 24,635 shares; 2019Q3: 17,591 shares; 2019Q4: 16,099 shares; 2020Q1: 15,727 shares 15,727 $1.18M 0.21% -372 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; 2018Q2: restricted; 2018Q3: 3,706 shares; 2018Q4: 3,635 shares; 2019Q1: 3,580 shares; 2019Q2: 6,523 shares; 2019Q3: 3,523 shares; 2019Q4: 3,523 shares; 2020Q1: 2,523 shares 2,523 $1.16M 0.21% -1,000 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 17,197 shares; 2018Q4: 18,846 shares; 2019Q1: 18,846 shares; 2019Q2: 18,883 shares; 2019Q3: 18,883 shares; 2019Q4: 18,430 shares; 2020Q1: 18,293 shares 18,293 $1.14M 0.2% -137 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; 2018Q2: restricted; 2018Q3: 8,355 shares; 2018Q4: 8,355 shares; 2019Q1: 8,225 shares; 2019Q2: 7,725 shares; 2019Q3: 7,730 shares; 2019Q4: 7,675 shares; 2020Q1: 9,478 shares 9,478 $1.1M 0.2% +1,803 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 12,125 shares; 2018Q4: 12,125 shares; 2019Q1: 8,053 shares; 2019Q2: 8,035 shares; 2019Q3: 8,035 shares; 2019Q4: 8,035 shares; 2020Q1: 8,035 shares 8,035 $1.07M 0.19% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 12,869 shares 12,869 $1.06M 0.19% new 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; 2018Q2: restricted; 2018Q3: 19,043 shares; 2018Q4: 19,064 shares; 2019Q1: 12,261 shares; 2019Q2: 12,261 shares; 2019Q3: 11,834 shares; 2019Q4: 12,195 shares; 2020Q1: 7,595 shares 7,595 $1.05M 0.19% -4,600 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 10,079 shares; 2018Q4: 9,830 shares; 2019Q1: 8,860 shares; 2019Q2: 8,860 shares; 2019Q3: 10,068 shares; 2019Q4: 9,563 shares; 2020Q1: 14,053 shares 14,053 $1.03M 0.19% +4,490 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 10,257 shares; 2018Q4: 10,172 shares; 2019Q1: 10,817 shares; 2019Q2: 9,792 shares; 2019Q3: 10,807 shares; 2019Q4: 10,712 shares; 2020Q1: 10,552 shares 10,552 $1.02M 0.18% -160 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; 2018Q2: restricted; 2018Q3: 2,261 shares; 2018Q4: 3,921 shares; 2019Q1: 4,203 shares; 2019Q2: 3,442 shares; 2019Q3: 3,451 shares; 2019Q4: 3,649 shares; 2020Q1: 7,596 shares 7,596 $1M 0.18% +3,947 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 13,664 shares; 2018Q4: 14,006 shares; 2019Q1: 14,491 shares; 2019Q2: 16,090 shares; 2019Q3: 16,561 shares; 2019Q4: 17,174 shares; 2020Q1: 17,239 shares 17,239 $967K 0.17% +65 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; 2018Q2: restricted; 2018Q3: 10,265 shares; 2018Q4: 10,271 shares; 2019Q1: 10,280 shares; 2019Q2: 10,280 shares; 2019Q3: 11,923 shares; 2019Q4: 11,932 shares; 2020Q1: 11,936 shares 11,936 $951K 0.17% +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; 2018Q2: restricted; 2018Q3: 30,498 shares; 2018Q4: 34,886 shares; 2019Q1: 32,579 shares; 2019Q2: 32,186 shares; 2019Q3: 41,124 shares; 2019Q4: 40,645 shares; 2020Q1: 28,316 shares 28,316 $950K 0.17% -12,329 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; 2018Q2: restricted; 2018Q3: 27,057 shares; 2018Q4: 26,695 shares; 2019Q1: 17,832 shares; 2019Q2: 17,832 shares; 2019Q3: 12,297 shares; 2019Q4: 11,667 shares; 2020Q1: 11,724 shares 11,724 $938K 0.17% +57 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; 2018Q2: restricted; 2018Q3: 13,742 shares; 2018Q4: 11,692 shares; 2019Q1: 10,967 shares; 2019Q2: 10,967 shares; 2019Q3: 10,675 shares; 2019Q4: 9,556 shares; 2020Q1: 9,300 shares 9,300 $923K 0.17% -256 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 21,560 shares; 2018Q4: 20,835 shares; 2019Q1: 19,960 shares; 2019Q2: 19,460 shares; 2019Q3: 14,570 shares; 2019Q4: 13,870 shares; 2020Q1: 13,620 shares 13,620 $921K 0.17% -250 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 7,671 shares; 2018Q4: 8,466 shares; 2019Q1: 8,879 shares; 2019Q2: 9,386 shares; 2019Q3: 6,077 shares; 2019Q4: 6,698 shares; 2020Q1: 9,783 shares 9,783 $882K 0.16% +3,085 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; 2018Q2: restricted; 2018Q3: 16,073 shares; 2018Q4: 14,473 shares; 2019Q1: 14,323 shares; 2019Q2: 14,823 shares; 2019Q3: 15,003 shares; 2019Q4: 14,503 shares; 2020Q1: 11,015 shares 11,015 $880K 0.16% -3,488 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; 2018Q2: restricted; 2018Q3: 9,598 shares; 2018Q4: 9,599 shares; 2019Q1: 9,349 shares; 2019Q2: 9,500 shares; 2019Q3: 5,502 shares; 2019Q4: 5,505 shares; 2020Q1: 4,946 shares 4,946 $857K 0.15% -559 Timeline 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; 2018Q2: restricted; 2018Q3: 10,380 shares; 2018Q4: 8,620 shares; 2019Q1: 8,870 shares; 2019Q2: 9,505 shares; 2019Q3: 7,456 shares; 2019Q4: 7,911 shares; 2020Q1: 7,911 shares 7,911 $840K 0.15% 0 Timeline 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; 2018Q2: restricted; 2018Q3: 10,162 shares; 2018Q4: 9,762 shares; 2019Q1: 9,512 shares; 2019Q2: 9,912 shares; 2019Q3: 9,262 shares; 2019Q4: 8,383 shares; 2020Q1: 8,401 shares 8,401 $835K 0.15% +18 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 9,472 shares; 2018Q4: 10,303 shares; 2019Q1: 10,103 shares; 2019Q2: 10,326 shares; 2019Q3: 10,576 shares; 2019Q4: 11,576 shares; 2020Q1: 7,108 shares 7,108 $825K 0.15% -4,468 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; 2018Q2: restricted; 2018Q3: 39,771 shares; 2018Q4: 39,771 shares; 2019Q1: 30,443 shares; 2019Q2: 30,184 shares; 2019Q3: 21,557 shares; 2019Q4: 22,307 shares; 2020Q1: 17,075 shares 17,075 $814K 0.15% -5,232 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; 2018Q2: restricted; 2018Q3: 4,951 shares; 2018Q4: 5,826 shares; 2019Q1: 5,828 shares; 2019Q2: 5,831 shares; 2019Q3: 6,208 shares; 2019Q4: 6,264 shares; 2020Q1: 8,476 shares 8,476 $792K 0.14% +2,212 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; 2018Q2: restricted; 2018Q3: 5,642 shares; 2018Q4: 5,506 shares; 2019Q1: 5,263 shares; 2019Q2: 5,865 shares; 2019Q3: 3,865 shares; 2019Q4: 3,565 shares; 2020Q1: 5,460 shares 5,460 $770K 0.14% +1,895 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; 2018Q2: restricted; 2018Q3: 3,648 shares; 2018Q4: 2,699 shares; 2019Q1: 2,669 shares; 2019Q2: 2,582 shares; 2019Q3: 2,582 shares; 2019Q4: 2,482 shares; 2020Q1: 2,710 shares 2,710 $768K 0.14% +228 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,710 shares; 2019Q2: 14,200 shares; 2019Q3: 13,750 shares; 2019Q4: 14,115 shares; 2020Q1: 14,240 shares 14,240 $737K 0.13% +125 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; 2018Q2: restricted; 2018Q3: 38,378 shares; 2018Q4: 32,398 shares; 2019Q1: 29,126 shares; 2019Q2: 27,342 shares; 2019Q3: 25,717 shares; 2019Q4: 24,622 shares; 2020Q1: 22,738 shares 22,738 $705K 0.13% -1,884 Timeline RSF RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 58,469 shares; 2019Q4: 48,088 shares; 2020Q1: 42,351 shares 42,351 $684K 0.12% -5,737 Timeline 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; 2018Q2: restricted; 2018Q3: 33,552 shares; 2018Q4: 33,552 shares; 2019Q1: 33,552 shares; 2019Q2: 33,552 shares; 2019Q3: 33,552 shares; 2019Q4: 33,552 shares; 2020Q1: 33,552 shares 33,552 $683K 0.12% 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; 2018Q2: restricted; 2018Q3: 8,567 shares; 2018Q4: 13,210 shares; 2019Q1: 14,680 shares; 2019Q2: 15,788 shares; 2019Q3: 19,758 shares; 2019Q4: 25,542 shares; 2020Q1: 19,807 shares 19,807 $681K 0.12% -5,735 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; 2018Q2: restricted; 2018Q3: 11,250 shares; 2018Q4: 11,395 shares; 2019Q1: 11,455 shares; 2019Q2: 11,395 shares; 2019Q3: 10,761 shares; 2019Q4: 10,761 shares; 2020Q1: 10,761 shares 10,761 $678K 0.12% 0 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; 2018Q2: restricted; 2018Q3: 9,854 shares; 2018Q4: 9,854 shares; 2019Q1: 9,854 shares; 2019Q2: 9,875 shares; 2019Q3: 9,875 shares; 2019Q4: 9,875 shares; 2020Q1: 9,854 shares 9,854 $675K 0.12% -21 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; 2018Q2: restricted; 2018Q3: 2,686 shares; 2018Q4: 4,088 shares; 2019Q1: 4,450 shares; 2019Q2: 4,507 shares; 2019Q3: 8,398 shares; 2019Q4: 8,573 shares; 2020Q1: 6,918 shares 6,918 $662K 0.12% -1,655 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; 2018Q2: restricted; 2018Q3: 40,409 shares; 2018Q4: 32,651 shares; 2019Q1: 35,753 shares; 2019Q2: 32,091 shares; 2019Q3: 29,093 shares; 2019Q4: 29,562 shares; 2020Q1: 31,087 shares 31,087 $660K 0.12% +1,525 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; 2018Q2: restricted; 2018Q3: 10,723 shares; 2018Q4: 10,979 shares; 2019Q1: 10,754 shares; 2019Q2: 10,754 shares; 2019Q3: 15,754 shares; 2019Q4: 15,329 shares; 2020Q1: 8,079 shares 8,079 $652K 0.12% -7,250 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; 2018Q2: restricted; 2018Q3: 209,712 shares; 2018Q4: 196,832 shares; 2019Q1: 132,074 shares; 2019Q2: 128,166 shares; 2019Q3: 95,024 shares; 2019Q4: 83,308 shares; 2020Q1: 81,758 shares 81,758 $649K 0.12% -1,550 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 4,174 shares; 2019Q1: 5,041 shares; 2019Q2: 4,750 shares; 2019Q3: 4,131 shares; 2019Q4: 4,033 shares; 2020Q1: 3,658 shares 3,658 $648K 0.12% -375 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; 2018Q2: restricted; 2018Q3: 9,028 shares; 2018Q4: 11,578 shares; 2019Q1: 11,578 shares; 2019Q2: 13,728 shares; 2019Q3: 14,275 shares; 2019Q4: 14,275 shares; 2020Q1: 14,540 shares 14,540 $644K 0.12% +265 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; 2018Q2: restricted; 2018Q3: 6,052 shares; 2018Q4: 6,052 shares; 2019Q1: 5,976 shares; 2019Q2: 5,963 shares; 2019Q3: 4,463 shares; 2019Q4: 4,312 shares; 2020Q1: 4,312 shares 4,312 $630K 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 45,038 shares; 2018Q4: 44,452 shares; 2019Q1: 41,458 shares; 2019Q2: 41,458 shares; 2019Q3: 9,253 shares; 2019Q4: 8,311 shares; 2020Q1: 8,301 shares 8,301 $606K 0.11% -10 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; 2018Q2: restricted; 2018Q3: 3,633 shares; 2018Q4: 5,783 shares; 2019Q1: 5,676 shares; 2019Q2: 5,446 shares; 2019Q3: 5,357 shares; 2019Q4: 5,370 shares; 2020Q1: 4,690 shares 4,690 $605K 0.11% -680 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; 2018Q2: restricted; 2018Q3: 14,333 shares; 2018Q4: 13,983 shares; 2019Q1: 12,462 shares; 2019Q2: 12,412 shares; 2019Q3: 9,173 shares; 2019Q4: 9,325 shares; 2020Q1: 9,081 shares 9,081 $603K 0.11% -244 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,334 shares; 2018Q4: 3,334 shares; 2019Q1: 3,359 shares; 2019Q2: 3,284 shares; 2019Q3: 3,284 shares; 2019Q4: 3,284 shares; 2020Q1: 3,284 shares 3,284 $582K 0.1% 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; 2018Q2: restricted; 2018Q3: 7,705 shares; 2018Q4: 7,705 shares; 2019Q1: 7,505 shares; 2019Q2: 7,505 shares; 2019Q3: 7,505 shares; 2019Q4: 7,505 shares; 2020Q1: 9,447 shares 9,447 $581K 0.1% +1,942 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,460 shares; 2018Q4: 5,160 shares; 2019Q1: 5,160 shares; 2019Q2: 5,170 shares; 2019Q3: 3,460 shares; 2019Q4: 3,460 shares; 2020Q1: 3,273 shares 3,273 $567K 0.1% -187 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; 2018Q2: restricted; 2018Q3: 8,440 shares; 2018Q4: 10,475 shares; 2019Q1: 10,475 shares; 2019Q2: 11,350 shares; 2019Q3: 11,510 shares; 2019Q4: 13,685 shares; 2020Q1: 13,685 shares 13,685 $561K 0.1% 0 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; 2018Q2: restricted; 2018Q3: 1,248 shares; 2018Q4: 1,344 shares; 2019Q1: 1,229 shares; 2019Q2: 1,229 shares; 2019Q3: 1,689 shares; 2019Q4: 1,808 shares; 2020Q1: 1,632 shares 1,632 $553K 0.1% -176 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 1,240 shares; 2018Q4: 970 shares; 2019Q1: 1,059 shares; 2019Q2: 1,080 shares; 2019Q3: 1,080 shares; 2019Q4: 1,176 shares; 2020Q1: 1,731 shares 1,731 $551K 0.1% +555 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 5,475 shares; 2019Q1: 13,800 shares; 2019Q2: 11,350 shares; 2019Q3: 12,750 shares; 2019Q4: 12,675 shares; 2020Q1: 12,425 shares 12,425 $550K 0.1% -250 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 14,245 shares; 2018Q4: 14,425 shares; 2019Q1: 14,425 shares; 2019Q2: 13,375 shares; 2019Q3: 11,235 shares; 2019Q4: 10,835 shares; 2020Q1: 10,835 shares 10,835 $543K 0.1% 0 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; 2018Q2: restricted; 2018Q3: 10,928 shares; 2018Q4: 10,887 shares; 2019Q1: 10,887 shares; 2019Q2: 10,887 shares; 2019Q3: 10,887 shares; 2019Q4: 10,887 shares; 2020Q1: 10,515 shares 10,515 $524K 0.09% -372 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 25,588 shares; 2018Q4: 26,250 shares; 2019Q1: 25,500 shares; 2019Q2: 23,975 shares; 2019Q3: 14,450 shares; 2019Q4: 14,275 shares; 2020Q1: 14,098 shares 14,098 $519K 0.09% -177 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 43,520 shares; 2018Q4: 45,716 shares; 2019Q1: 45,716 shares; 2019Q2: 45,716 shares; 2019Q3: 43,520 shares; 2019Q4: 42,120 shares; 2020Q1: 39,400 shares 39,400 $516K 0.09% -2,720 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 8,727 shares; 2018Q4: 8,374 shares; 2019Q1: 6,219 shares; 2019Q2: 5,729 shares; 2019Q3: 5,715 shares; 2019Q4: 4,113 shares; 2020Q1: 4,214 shares 4,214 $511K 0.09% +101 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; 2018Q2: restricted; 2018Q3: 9,324 shares; 2018Q4: 9,124 shares; 2019Q1: 9,124 shares; 2019Q2: 9,024 shares; 2019Q3: 9,024 shares; 2019Q4: 10,519 shares; 2020Q1: 11,859 shares 11,859 $500K 0.09% +1,340 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 8,728 shares; 2018Q4: 7,082 shares; 2019Q1: 6,692 shares; 2019Q2: 6,461 shares; 2019Q3: 6,290 shares; 2019Q4: 6,396 shares; 2020Q1: 5,151 shares 5,151 $498K 0.09% -1,245 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; 2018Q2: restricted; 2018Q3: 8,062 shares; 2018Q4: 7,501 shares; 2019Q1: 6,801 shares; 2019Q2: 7,426 shares; 2019Q3: 7,328 shares; 2019Q4: 6,898 shares; 2020Q1: 7,003 shares 7,003 $489K 0.09% +105 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; 2018Q2: restricted; 2018Q3: 27,329 shares; 2018Q4: 32,013 shares; 2019Q1: 40,857 shares; 2019Q2: 31,564 shares; 2019Q3: 21,844 shares; 2019Q4: 21,837 shares; 2020Q1: 16,803 shares 16,803 $482K 0.09% -5,034 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; 2018Q2: restricted; 2018Q3: 22,495 shares; 2018Q4: 22,497 shares; 2019Q1: 22,499 shares; 2019Q2: 22,502 shares; 2019Q3: 11,029 shares; 2019Q4: 10,706 shares; 2020Q1: 10,210 shares 10,210 $467K 0.08% -496 MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,779 shares; 2018Q4: 3,596 shares; 2019Q1: 3,461 shares; 2019Q2: 3,461 shares; 2019Q3: 6,439 shares; 2019Q4: 6,439 shares; 2020Q1: 3,439 shares 3,439 $465K 0.08% -3,000 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; 2018Q2: restricted; 2018Q3: 645 shares; 2018Q4: 658 shares; 2019Q1: 608 shares; 2019Q2: 648 shares; 2019Q3: 911 shares; 2019Q4: 1,089 shares; 2020Q1: 1,058 shares 1,058 $465K 0.08% -31 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; 2018Q2: restricted; 2018Q3: 6,883 shares; 2018Q4: 8,522 shares; 2019Q1: 8,534 shares; 2019Q2: 8,046 shares; 2019Q3: 9,408 shares; 2019Q4: 8,587 shares; 2020Q1: 6,487 shares 6,487 $459K 0.08% -2,100 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,833 shares; 2018Q4: 3,583 shares; 2019Q1: 3,583 shares; 2019Q2: 3,583 shares; 2019Q3: 3,513 shares; 2019Q4: 3,513 shares; 2020Q1: 2,571 shares 2,571 $459K 0.08% -942 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 5,450 shares; 2019Q2: 5,450 shares; 2019Q3: 2,650 shares; 2019Q4: 2,700 shares; 2020Q1: 2,650 shares 2,650 $458K 0.08% -50 IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 12,650 shares; 2020Q1: 12,650 shares 12,650 $457K 0.08% 0 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; 2018Q2: restricted; 2018Q3: 4,400 shares; 2018Q4: 4,400 shares; 2019Q1: 4,400 shares; 2019Q2: 4,400 shares; 2019Q3: 8,800 shares; 2019Q4: 8,800 shares; 2020Q1: 4,425 shares 4,425 $451K 0.08% -4,375 Timeline VARIAN MED SYS INC VARIAN MED SYS INC More: the full row for VARIAN MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 4,043 shares; 2018Q4: 4,043 shares; 2019Q1: 3,818 shares; 2019Q2: 3,793 shares; 2019Q3: 3,993 shares; 2019Q4: 4,193 shares; 2020Q1: 4,393 shares 4,393 $451K 0.08% +200 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 6,409 shares; 2018Q4: 5,909 shares; 2019Q1: 5,909 shares; 2019Q2: 5,909 shares; 2019Q3: 5,777 shares; 2019Q4: 6,360 shares; 2020Q1: 6,340 shares 6,340 $441K 0.08% -20 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 1,932 shares; 2018Q4: not reported; 2019Q1: 1,707 shares; 2019Q2: 2,182 shares; 2019Q3: 3,182 shares; 2019Q4: 3,405 shares; 2020Q1: 3,920 shares 3,920 $438K 0.08% +515 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 2,008 shares; 2018Q4: 1,804 shares; 2019Q1: 1,738 shares; 2019Q2: 1,784 shares; 2019Q3: 1,684 shares; 2019Q4: 1,609 shares; 2020Q1: 1,809 shares 1,809 $429K 0.08% +200 Timeline 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; 2018Q2: restricted; 2018Q3: 7,502 shares; 2018Q4: 6,366 shares; 2019Q1: 6,366 shares; 2019Q2: 6,366 shares; 2019Q3: 6,366 shares; 2019Q4: 8,201 shares; 2020Q1: 9,547 shares 9,547 $429K 0.08% +1,346 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; 2018Q2: restricted; 2018Q3: 31,826 shares; 2018Q4: 23,470 shares; 2019Q1: 18,070 shares; 2019Q2: 17,308 shares; 2019Q3: 16,433 shares; 2019Q4: 14,711 shares; 2020Q1: 14,571 shares 14,571 $423K 0.08% -140 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 26,658 shares; 2018Q4: 28,758 shares; 2019Q1: 24,626 shares; 2019Q2: 22,526 shares; 2019Q3: 14,487 shares; 2019Q4: 15,487 shares; 2020Q1: 13,702 shares 13,702 $422K 0.08% -1,785 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,361 shares; 2018Q4: 3,361 shares; 2019Q1: 3,361 shares; 2019Q2: 3,361 shares; 2019Q3: 3,361 shares; 2019Q4: 3,394 shares; 2020Q1: 3,429 shares 3,429 $417K 0.07% +35 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; 2018Q2: restricted; 2018Q3: 3,290 shares; 2018Q4: 3,290 shares; 2019Q1: 3,290 shares; 2019Q2: 3,290 shares; 2019Q3: 3,375 shares; 2019Q4: 3,425 shares; 2020Q1: 4,325 shares 4,325 $414K 0.07% +900 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; 2018Q2: restricted; 2018Q3: 6,169 shares; 2018Q4: 6,169 shares; 2019Q1: 6,169 shares; 2019Q2: 6,169 shares; 2019Q3: 5,969 shares; 2019Q4: 5,969 shares; 2020Q1: 6,644 shares 6,644 $407K 0.07% +675 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 2,335 shares; 2019Q1: 2,363 shares; 2019Q2: 2,844 shares; 2019Q3: 2,860 shares; 2019Q4: 4,513 shares; 2020Q1: 4,532 shares 4,532 $404K 0.07% +19 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; 2018Q2: restricted; 2018Q3: 24,900 shares; 2018Q4: 10,300 shares; 2019Q1: 10,050 shares; 2019Q2: 9,325 shares; 2019Q3: 8,725 shares; 2019Q4: 8,725 shares; 2020Q1: 8,725 shares 8,725 $403K 0.07% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 6,960 shares; 2020Q1: 6,960 shares 6,960 $384K 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 1,687 shares; 2018Q4: not reported; 2019Q1: 1,687 shares; 2019Q2: 3,873 shares; 2019Q3: 3,873 shares; 2019Q4: 3,816 shares; 2020Q1: 3,816 shares 3,816 $378K 0.07% 0 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; 2018Q2: restricted; 2018Q3: 3,212 shares; 2018Q4: 3,212 shares; 2019Q1: 4,184 shares; 2019Q2: 4,094 shares; 2019Q3: 3,794 shares; 2019Q4: 4,898 shares; 2020Q1: 5,156 shares 5,156 $372K 0.07% +258 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; 2018Q2: restricted; 2018Q3: 11,325 shares; 2018Q4: 11,056 shares; 2019Q1: 7,746 shares; 2019Q2: 7,346 shares; 2019Q3: 3,418 shares; 2019Q4: 3,219 shares; 2020Q1: 2,851 shares 2,851 $365K 0.07% -368 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; 2018Q2: restricted; 2018Q3: 15,491 shares; 2018Q4: 15,624 shares; 2019Q1: 16,564 shares; 2019Q2: 16,421 shares; 2019Q3: 15,225 shares; 2019Q4: 15,226 shares; 2020Q1: 15,118 shares 15,118 $357K 0.06% -108 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 5,242 shares; 2019Q3: 5,242 shares; 2019Q4: 7,172 shares; 2020Q1: 6,772 shares 6,772 $356K 0.06% -400 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; 2018Q2: restricted; 2018Q3: 6,218 shares; 2018Q4: 5,118 shares; 2019Q1: 5,118 shares; 2019Q2: 5,118 shares; 2019Q3: 5,258 shares; 2019Q4: 5,508 shares; 2020Q1: 5,054 shares 5,054 $356K 0.06% -454 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 2,845 shares; 2018Q4: 2,420 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,424 shares; 2020Q1: 2,399 shares 2,399 $356K 0.06% -25 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; 2018Q2: restricted; 2018Q3: 12,680 shares; 2018Q4: 12,680 shares; 2019Q1: 12,680 shares; 2019Q2: 12,680 shares; 2019Q3: 12,680 shares; 2019Q4: 12,680 shares; 2020Q1: 12,680 shares 12,680 $353K 0.06% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 14,535 shares; 2018Q4: 14,535 shares; 2019Q1: 14,535 shares; 2019Q2: 14,535 shares; 2019Q3: 14,535 shares; 2019Q4: 14,535 shares; 2020Q1: 14,535 shares 14,535 $344K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 17,242 shares; 2018Q4: 15,649 shares; 2019Q1: 14,587 shares; 2019Q2: 14,581 shares; 2019Q3: 10,531 shares; 2019Q4: 10,381 shares; 2020Q1: 10,081 shares 10,081 $343K 0.06% -300 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 32,451 shares; 2018Q4: 28,116 shares; 2019Q1: 23,916 shares; 2019Q2: 21,871 shares; 2019Q3: 19,546 shares; 2019Q4: 16,771 shares; 2020Q1: 15,106 shares 15,106 $341K 0.06% -1,665 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 13,237 shares; 2018Q4: 12,553 shares; 2019Q1: 12,307 shares; 2019Q2: 12,307 shares; 2019Q3: 5,826 shares; 2019Q4: 6,737 shares; 2020Q1: 6,273 shares 6,273 $340K 0.06% -464 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 7,325 shares; 2018Q4: 12,575 shares; 2019Q1: 12,575 shares; 2019Q2: 12,530 shares; 2019Q3: 7,355 shares; 2019Q4: 7,355 shares; 2020Q1: 7,415 shares 7,415 $338K 0.06% +60 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; 2018Q2: restricted; 2018Q3: 43,563 shares; 2018Q4: 39,659 shares; 2019Q1: 34,959 shares; 2019Q2: 34,309 shares; 2019Q3: 12,175 shares; 2019Q4: 9,229 shares; 2020Q1: 8,704 shares 8,704 $337K 0.06% -525 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,152 shares 4,152 $336K 0.06% new 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; 2018Q2: restricted; 2018Q3: 2,752 shares; 2018Q4: 4,352 shares; 2019Q1: 4,352 shares; 2019Q2: 4,352 shares; 2019Q3: 4,352 shares; 2019Q4: 4,352 shares; 2020Q1: 4,135 shares 4,135 $336K 0.06% -217 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,365 shares; 2019Q4: not reported; 2020Q1: 3,290 shares 3,290 $332K 0.06% new 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; 2018Q2: restricted; 2018Q3: 4,150 shares; 2018Q4: 4,150 shares; 2019Q1: 4,150 shares; 2019Q2: 4,150 shares; 2019Q3: 4,150 shares; 2019Q4: 4,150 shares; 2020Q1: 4,150 shares 4,150 $329K 0.06% 0 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 1,967 shares; 2019Q1: 1,862 shares; 2019Q2: 2,079 shares; 2019Q3: 2,085 shares; 2019Q4: 2,088 shares; 2020Q1: 2,092 shares 2,092 $328K 0.06% +4 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; 2018Q2: restricted; 2018Q3: 9,061 shares; 2018Q4: 9,061 shares; 2019Q1: 9,061 shares; 2019Q2: 8,987 shares; 2019Q3: 8,987 shares; 2019Q4: 8,987 shares; 2020Q1: 8,987 shares 8,987 $324K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 9,788 shares; 2018Q4: 8,251 shares; 2019Q1: 6,426 shares; 2019Q2: 9,426 shares; 2019Q3: 9,736 shares; 2019Q4: 9,736 shares; 2020Q1: 10,131 shares 10,131 $323K 0.06% +395 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 255 shares; 2018Q4: 255 shares; 2019Q1: 285 shares; 2019Q2: 285 shares; 2019Q3: 245 shares; 2019Q4: 243 shares; 2020Q1: 237 shares 237 $319K 0.06% -6 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; 2018Q2: restricted; 2018Q3: 4,000 shares; 2018Q4: 5,400 shares; 2019Q1: 5,455 shares; 2019Q2: 5,680 shares; 2019Q3: 5,680 shares; 2019Q4: 5,780 shares; 2020Q1: 4,761 shares 4,761 $314K 0.06% -1,019 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; 2018Q2: restricted; 2018Q3: 6,582 shares; 2018Q4: 5,842 shares; 2019Q1: 3,939 shares; 2019Q2: 3,939 shares; 2019Q3: 3,364 shares; 2019Q4: 3,214 shares; 2020Q1: 3,014 shares 3,014 $310K 0.06% -200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 7,334 shares; 2018Q4: 6,584 shares; 2019Q1: 6,059 shares; 2019Q2: 6,434 shares; 2019Q3: 7,612 shares; 2019Q4: 7,803 shares; 2020Q1: 7,320 shares 7,320 $308K 0.06% -483 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; 2018Q2: restricted; 2018Q3: 3,200 shares; 2018Q4: 3,790 shares; 2019Q1: 3,790 shares; 2019Q2: 3,790 shares; 2019Q3: 5,969 shares; 2019Q4: 5,976 shares; 2020Q1: 3,386 shares 3,386 $307K 0.06% -2,590 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,101 shares; 2019Q3: 1,083 shares; 2019Q4: 1,345 shares; 2020Q1: 1,837 shares 1,837 $300K 0.05% +492 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 1,475 shares; 2018Q4: 1,927 shares; 2019Q1: 1,321 shares; 2019Q2: 1,440 shares; 2019Q3: 1,215 shares; 2019Q4: 1,240 shares; 2020Q1: 782 shares 782 $294K 0.05% -458 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 3,397 shares; 2018Q4: 3,172 shares; 2019Q1: 3,172 shares; 2019Q2: 3,172 shares; 2019Q3: 5,505 shares; 2019Q4: 5,505 shares; 2020Q1: 3,172 shares 3,172 $292K 0.05% -2,333 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; 2018Q2: restricted; 2018Q3: 5,250 shares; 2018Q4: 5,250 shares; 2019Q1: 6,050 shares; 2019Q2: 6,050 shares; 2019Q3: 3,650 shares; 2019Q4: 3,650 shares; 2020Q1: 3,450 shares 3,450 $290K 0.05% -200 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 14,382 shares; 2018Q4: 13,945 shares; 2019Q1: 12,650 shares; 2019Q2: 12,200 shares; 2019Q3: 11,475 shares; 2019Q4: 11,075 shares; 2020Q1: 10,875 shares 10,875 $290K 0.05% -200 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,635 shares; 2019Q2: 3,950 shares; 2019Q3: 3,950 shares; 2019Q4: 3,658 shares; 2020Q1: 2,709 shares 2,709 $288K 0.05% -949 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,985 shares 1,985 $286K 0.05% new 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; 2018Q2: restricted; 2018Q3: 6,095 shares; 2018Q4: 5,295 shares; 2019Q1: 5,295 shares; 2019Q2: 5,295 shares; 2019Q3: 5,295 shares; 2019Q4: 5,295 shares; 2020Q1: 5,367 shares 5,367 $286K 0.05% +72 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 11,347 shares 11,347 $281K 0.05% new 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; 2018Q2: restricted; 2018Q3: 22,072 shares; 2018Q4: 20,592 shares; 2019Q1: 13,325 shares; 2019Q2: 10,750 shares; 2019Q3: 10,225 shares; 2019Q4: 9,200 shares; 2020Q1: 9,200 shares 9,200 $270K 0.05% 0 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; 2018Q2: restricted; 2018Q3: 10,250 shares; 2018Q4: 10,250 shares; 2019Q1: 7,176 shares; 2019Q2: 6,516 shares; 2019Q3: 5,090 shares; 2019Q4: 4,900 shares; 2020Q1: 4,900 shares 4,900 $267K 0.05% 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; 2018Q2: restricted; 2018Q3: 13,521 shares; 2018Q4: 12,521 shares; 2019Q1: 12,505 shares; 2019Q2: 12,447 shares; 2019Q3: 7,447 shares; 2019Q4: 7,659 shares; 2020Q1: 7,659 shares 7,659 $267K 0.05% 0 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; 2018Q2: restricted; 2018Q3: 2,179 shares; 2018Q4: 2,179 shares; 2019Q1: 2,199 shares; 2019Q2: 4,279 shares; 2019Q3: 2,518 shares; 2019Q4: 3,491 shares; 2020Q1: 3,491 shares 3,491 $261K 0.05% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 1,019 shares; 2019Q1: 1,138 shares; 2019Q2: 1,138 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,148 shares 1,148 $259K 0.05% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 980 shares; 2020Q1: 972 shares 972 $256K 0.05% -8 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; 2018Q2: restricted; 2018Q3: 12,214 shares; 2018Q4: 11,590 shares; 2019Q1: 10,650 shares; 2019Q2: 10,300 shares; 2019Q3: 10,250 shares; 2019Q4: 9,400 shares; 2020Q1: 8,825 shares 8,825 $252K 0.05% -575 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; 2018Q2: restricted; 2018Q3: 47,900 shares; 2018Q4: 41,925 shares; 2019Q1: 39,122 shares; 2019Q2: 38,547 shares; 2019Q3: 37,907 shares; 2019Q4: 30,756 shares; 2020Q1: 22,187 shares 22,187 $250K 0.04% -8,569 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,253 shares 4,253 $245K 0.04% 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,753 shares; 2019Q2: 1,703 shares; 2019Q3: 1,703 shares; 2019Q4: 1,703 shares; 2020Q1: 1,781 shares 1,781 $236K 0.04% +78 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; 2018Q2: restricted; 2018Q3: 7,317 shares; 2018Q4: 8,592 shares; 2019Q1: 8,592 shares; 2019Q2: 4,237 shares; 2019Q3: 2,535 shares; 2019Q4: 2,535 shares; 2020Q1: 2,535 shares 2,535 $231K 0.04% 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; 2018Q2: restricted; 2018Q3: 10,379 shares; 2018Q4: 11,126 shares; 2019Q1: 8,726 shares; 2019Q2: 8,101 shares; 2019Q3: 6,901 shares; 2019Q4: 6,372 shares; 2020Q1: 6,272 shares 6,272 $226K 0.04% -100 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 4,669 shares; 2018Q4: 4,382 shares; 2019Q1: 4,307 shares; 2019Q2: 4,116 shares; 2019Q3: 4,088 shares; 2019Q4: 4,088 shares; 2020Q1: 4,088 shares 4,088 $226K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 17,258 shares; 2019Q3: 6,677 shares; 2019Q4: 6,595 shares; 2020Q1: 6,500 shares 6,500 $222K 0.04% -95 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: 4,435 shares; 2018Q4: 3,600 shares; 2019Q1: 3,619 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,464 shares 2,464 $220K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 923 shares 923 $212K 0.04% 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,024 shares; 2019Q2: 4,024 shares; 2019Q3: 4,024 shares; 2019Q4: 4,024 shares; 2020Q1: 4,024 shares 4,024 $212K 0.04% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,250 shares 1,250 $210K 0.04% new Timeline 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; 2018Q2: restricted; 2018Q3: 90,176 shares; 2018Q4: 74,501 shares; 2019Q1: 117,753 shares; 2019Q2: 117,430 shares; 2019Q3: 116,961 shares; 2019Q4: 51,121 shares; 2020Q1: 33,109 shares 33,109 $114K 0.02% -18,012 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; 2018Q2: restricted; 2018Q3: 55,887 shares; 2018Q4: 54,497 shares; 2019Q1: 51,597 shares; 2019Q2: 50,089 shares; 2019Q3: 20,525 shares; 2019Q4: 19,150 shares; 2020Q1: 19,150 shares 19,150 $111K 0.02% 0 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; 2018Q2: restricted; 2018Q3: not reported; 2018Q4: 15,560 shares; 2019Q1: 13,920 shares; 2019Q2: 13,920 shares; 2019Q3: 12,000 shares; 2019Q4: 12,000 shares; 2020Q1: 12,000 shares 12,000 $55K 0.01% 0 Timeline