IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 502,453 shares; 2015Q2: 450,378 shares; 2015Q3: 364,182 shares; 2015Q4: 422,608 shares; 2016Q1: 319,996 shares 319,996 $66.1M 10.88% -102,612 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 141,071 shares; 2015Q2: 136,959 shares; 2015Q3: 196,439 shares; 2015Q4: 253,187 shares; 2016Q1: 412,065 shares 412,065 $45.7M 7.52% +158,878 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 152,221 shares; 2015Q2: 141,970 shares; 2015Q3: 139,742 shares; 2015Q4: 115,972 shares; 2016Q1: 111,413 shares 111,413 $22.9M 3.77% -4,559 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 20,725 shares; 2015Q2: 11,046 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 413,160 shares 413,160 $22.5M 3.71% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 212,257 shares; 2015Q2: 142,493 shares; 2015Q3: 164,639 shares; 2015Q4: 156,986 shares; 2016Q1: 151,627 shares 151,627 $21.9M 3.6% -5,359 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 195,300 shares; 2015Q2: 173,015 shares; 2015Q3: not reported; 2015Q4: 224,688 shares; 2016Q1: 364,524 shares 364,524 $19.3M 3.18% +139,836 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 293,603 shares; 2015Q2: 282,172 shares; 2015Q3: 339,812 shares; 2015Q4: 454,374 shares; 2016Q1: 331,990 shares 331,990 $19M 3.12% -122,384 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 749,745 shares; 2015Q2: 98,383 shares; 2015Q3: 100,130 shares; 2015Q4: not reported; 2016Q1: 747,033 shares 747,033 $17M 2.79% new HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 173,133 shares; 2015Q2: 18,971 shares; 2015Q3: 11,757 shares; 2015Q4: not reported; 2016Q1: 182,228 shares 182,228 $16.9M 2.79% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 294,774 shares 294,774 $14.6M 2.41% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 105,367 shares; 2015Q2: 137,935 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 265,643 shares 265,643 $11.1M 1.82% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 52,145 shares; 2015Q2: 50,285 shares; 2015Q3: 57,803 shares; 2015Q4: 153,506 shares; 2016Q1: 89,934 shares 89,934 $10.7M 1.76% -63,572 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 116,985 shares; 2015Q2: 113,300 shares; 2015Q3: 129,053 shares; 2015Q4: 134,346 shares; 2016Q1: 93,748 shares 93,748 $10.6M 1.74% -40,598 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 56,324 shares; 2016Q1: 94,934 shares 94,934 $10.3M 1.7% +38,610 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 24,885 shares; 2015Q4: 86,574 shares; 2016Q1: 84,957 shares 84,957 $8.96M 1.47% -1,617 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 92,466 shares 92,466 $8.62M 1.42% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 11,173 shares; 2015Q2: 9,648 shares; 2015Q3: 12,511 shares; 2015Q4: 14,431 shares; 2016Q1: 75,745 shares 75,745 $8.38M 1.38% +61,314 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 116,933 shares; 2016Q1: 161,556 shares 161,556 $7.98M 1.31% +44,623 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 115,169 shares; 2015Q2: 113,313 shares; 2015Q3: 116,313 shares; 2015Q4: 179,478 shares; 2016Q1: 204,170 shares 204,170 $7.33M 1.21% +24,692 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 44,135 shares; 2015Q4: not reported; 2016Q1: 102,502 shares 102,502 $7.27M 1.2% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 97,771 shares; 2015Q2: 23,980 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 54,414 shares 54,414 $7.22M 1.19% 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 72,124 shares 72,124 $7.13M 1.17% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 62,191 shares; 2015Q2: 61,216 shares; 2015Q3: 77,264 shares; 2015Q4: 83,115 shares; 2016Q1: 124,500 shares 124,500 $7.11M 1.17% +41,385 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 95,314 shares; 2016Q1: 97,176 shares 97,176 $6.71M 1.1% +1,862 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 70,913 shares; 2015Q3: 186,095 shares; 2015Q4: 113,273 shares; 2016Q1: 112,844 shares 112,844 $6.43M 1.06% -429 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 4,316 shares; 2015Q2: 14,884 shares; 2015Q3: 39,317 shares; 2015Q4: 40,709 shares; 2016Q1: 73,404 shares 73,404 $6.14M 1.01% +32,695 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 4,903 shares; 2015Q2: 4,547 shares; 2015Q3: 4,500 shares; 2015Q4: 4,500 shares; 2016Q1: 51,731 shares 51,731 $6.09M 1% +47,231 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 49,357 shares; 2015Q2: 49,415 shares; 2015Q3: 62,202 shares; 2015Q4: 61,651 shares; 2016Q1: 110,008 shares 110,008 $6.08M 1% +48,357 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 51,693 shares; 2015Q2: 51,263 shares; 2015Q3: 64,591 shares; 2015Q4: 66,843 shares; 2016Q1: 179,490 shares 179,490 $5.71M 0.94% +112,647 WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 12,312 shares; 2015Q2: 12,084 shares; 2015Q3: 26,592 shares; 2015Q4: 27,967 shares; 2016Q1: 30,586 shares 30,586 $5.52M 0.91% +2,619 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 12,583 shares; 2015Q2: 10,617 shares; 2015Q3: 15,017 shares; 2015Q4: 102,976 shares; 2016Q1: 103,928 shares 103,928 $5.18M 0.85% +952 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 269,167 shares; 2016Q1: 378,797 shares 378,797 $5.12M 0.84% +109,630 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 11,838 shares; 2015Q2: 11,445 shares; 2015Q3: 15,545 shares; 2015Q4: 30,130 shares; 2016Q1: 30,555 shares 30,555 $4.98M 0.82% +425 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 108,380 shares; 2015Q3: 214,069 shares; 2015Q4: 205,106 shares; 2016Q1: 61,838 shares 61,838 $4.89M 0.81% -143,268 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 55,812 shares; 2016Q1: 42,341 shares 42,341 $4.83M 0.79% -13,471 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 29,652 shares; 2016Q1: 32,202 shares 32,202 $4.83M 0.79% +2,550 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 141,890 shares; 2015Q3: 160,488 shares; 2015Q4: 393,987 shares; 2016Q1: 152,000 shares 152,000 $4.62M 0.76% -241,987 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 39,193 shares; 2015Q2: 39,223 shares; 2015Q3: 50,624 shares; 2015Q4: 52,514 shares; 2016Q1: 93,455 shares 93,455 $4.52M 0.74% +40,941 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,765 shares; 2016Q1: 106,252 shares 106,252 $4.45M 0.73% +101,487 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 85,928 shares; 2015Q2: 80,155 shares; 2015Q3: 94,258 shares; 2015Q4: not reported; 2016Q1: 53,498 shares 53,498 $4.37M 0.72% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 22,880 shares; 2015Q3: 29,106 shares; 2015Q4: 27,948 shares; 2016Q1: 39,059 shares 39,059 $4.23M 0.7% +11,111 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 65,272 shares; 2015Q2: 65,278 shares; 2015Q3: 86,399 shares; 2015Q4: 90,765 shares; 2016Q1: 130,593 shares 130,593 $4.22M 0.7% +39,828 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 29,299 shares; 2015Q4: 32,148 shares; 2016Q1: 40,824 shares 40,824 $4.18M 0.69% +8,676 Timeline VGK 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 97,597 shares; 2015Q2: 94,080 shares; 2015Q3: 110,556 shares; 2015Q4: 86,406 shares; 2016Q1: 86,193 shares 86,193 $4.18M 0.69% -213 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 13,640 shares; 2015Q2: 13,550 shares; 2015Q3: 18,298 shares; 2015Q4: 16,491 shares; 2016Q1: 54,328 shares 54,328 $4.01M 0.66% +37,837 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 20,189 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 130,209 shares; 2016Q1: 36,313 shares 36,313 $4.01M 0.66% -93,896 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 46,183 shares; 2016Q1: 45,818 shares 45,818 $3.93M 0.65% -365 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,058 shares; 2016Q1: 5,113 shares 5,113 $3.9M 0.64% +1,055 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 85,863 shares; 2015Q2: 86,108 shares; 2015Q3: 81,584 shares; 2015Q4: 87,574 shares; 2016Q1: 126,634 shares 126,634 $3.75M 0.62% +39,060 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 24,234 shares; 2015Q3: 41,331 shares; 2015Q4: 44,199 shares; 2016Q1: 39,959 shares 39,959 $3.67M 0.6% -4,240 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 78,863 shares; 2015Q4: 48,507 shares; 2016Q1: 55,136 shares 55,136 $3.45M 0.57% +6,629 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 21,310 shares 21,310 $3.35M 0.55% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 40,134 shares 40,134 $3.3M 0.54% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 8,804 shares; 2015Q4: 9,015 shares; 2016Q1: 9,490 shares 9,490 $3.23M 0.53% +475 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 30,486 shares 30,486 $3.21M 0.53% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 26,408 shares; 2015Q4: 26,926 shares; 2016Q1: 30,711 shares 30,711 $3.05M 0.5% +3,785 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 36,277 shares; 2016Q1: 38,420 shares 38,420 $2.99M 0.49% +2,143 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 34,130 shares; 2015Q4: 36,887 shares; 2016Q1: 38,745 shares 38,745 $2.81M 0.46% +1,858 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 47,482 shares; 2015Q2: 47,693 shares; 2015Q3: 60,352 shares; 2015Q4: 64,121 shares; 2016Q1: 68,565 shares 68,565 $2.78M 0.46% +4,444 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 5,407 shares; 2016Q1: 83,030 shares 83,030 $2.76M 0.45% +77,623 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 43,853 shares 43,853 $2.6M 0.43% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 63,263 shares 63,263 $2.6M 0.43% 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 62,265 shares 62,265 $2.43M 0.4% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 17,278 shares; 2015Q2: 17,437 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 23,431 shares 23,431 $2.35M 0.39% new QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 42,859 shares 42,859 $2.19M 0.36% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 71,410 shares; 2015Q2: 69,100 shares; 2015Q3: 81,591 shares; 2015Q4: 32,517 shares; 2016Q1: 34,059 shares 34,059 $2.11M 0.35% +1,542 Timeline FEZ 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 17,628 shares; 2015Q2: 17,672 shares; 2015Q3: 17,853 shares; 2015Q4: 67,093 shares; 2016Q1: 63,393 shares 63,393 $2.11M 0.35% -3,700 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 19,799 shares 19,799 $2.03M 0.33% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 28,786 shares 28,786 $1.86M 0.31% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 24,234 shares 24,234 $1.85M 0.3% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 15,982 shares; 2015Q2: 41,952 shares; 2015Q3: 15,949 shares; 2015Q4: 102,911 shares; 2016Q1: 16,598 shares 16,598 $1.8M 0.3% -86,313 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 19,670 shares 19,670 $1.68M 0.28% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 256,510 shares; 2015Q4: 186,459 shares; 2016Q1: 123,635 shares 123,635 $1.67M 0.27% -62,824 Timeline SPDW 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 68,646 shares; 2015Q2: 69,124 shares; 2015Q3: 74,961 shares; 2015Q4: 77,017 shares; 2016Q1: 65,434 shares 65,434 $1.66M 0.27% -11,583 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 12,073 shares 12,073 $1.44M 0.24% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 13,373 shares 13,373 $1.41M 0.23% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 9,654 shares; 2015Q2: 9,578 shares; 2015Q3: 7,216 shares; 2015Q4: 16,791 shares; 2016Q1: 16,079 shares 16,079 $1.33M 0.22% -712 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 76,029 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 46,082 shares 46,082 $1.31M 0.22% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,104 shares 8,104 $1.23M 0.2% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 11,586 shares; 2015Q2: 11,598 shares; 2015Q3: 11,612 shares; 2015Q4: 29,602 shares; 2016Q1: 29,353 shares 29,353 $1.1M 0.18% -249 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 13,323 shares 13,323 $1.1M 0.18% new Timeline HILL INTERNATIONAL INC HILL INTERNATIONAL INC More: the full row for HILL INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 318,471 shares 318,471 $1.07M 0.18% new AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 24,837 shares; 2015Q2: 24,837 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 24,956 shares 24,956 $985K 0.16% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 17,774 shares 17,774 $961K 0.16% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 167,041 shares; 2015Q2: 158,796 shares; 2015Q3: 134,923 shares; 2015Q4: 198,361 shares; 2016Q1: 27,196 shares 27,196 $931K 0.15% -171,165 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 10,810 shares; 2015Q2: 10,814 shares; 2015Q3: 10,818 shares; 2015Q4: 10,843 shares; 2016Q1: 11,346 shares 11,346 $907K 0.15% +503 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,190 shares 1,190 $886K 0.15% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 176,906 shares; 2015Q2: 172,575 shares; 2015Q3: 122,707 shares; 2015Q4: 12,147 shares; 2016Q1: 12,244 shares 12,244 $830K 0.14% +97 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,018 shares 8,018 $761K 0.13% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,957 shares 8,957 $755K 0.12% new EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 14,798 shares 14,798 $722K 0.12% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,981 shares 7,981 $695K 0.11% new Timeline E M C CORP MASS E M C CORP MASS More: the full row for E M C CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 105,265 shares; 2015Q2: 106,093 shares; 2015Q3: 142,492 shares; 2015Q4: not reported; 2016Q1: 25,698 shares 25,698 $685K 0.11% new SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 10,802 shares 10,802 $645K 0.11% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,717 shares 6,717 $635K 0.1% new Timeline Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 4,700 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,347 shares; 2016Q1: 11,764 shares 11,764 $598K 0.1% +7,417 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,573 shares 3,573 $595K 0.1% new Timeline GWX 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 20,814 shares 20,814 $595K 0.1% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,594 shares 4,594 $577K 0.09% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,294 shares 9,294 $565K 0.09% new Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 52,018 shares 52,018 $552K 0.09% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 6,131 shares; 2016Q1: 6,162 shares 6,162 $536K 0.09% +31 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 5,107 shares 5,107 $512K 0.08% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,593 shares 9,593 $508K 0.08% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 1,400 shares; 2015Q2: 1,400 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,400 shares 1,400 $505K 0.08% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,800 shares 4,800 $492K 0.08% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 12,013 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,976 shares 4,976 $475K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,333 shares 7,333 $468K 0.08% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,437 shares 7,437 $457K 0.08% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,179 shares 3,179 $451K 0.07% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,172 shares 7,172 $441K 0.07% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,800 shares 7,800 $424K 0.07% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 141,168 shares; 2015Q2: 139,984 shares; 2015Q3: 98,201 shares; 2015Q4: 66,126 shares; 2016Q1: 11,863 shares 11,863 $410K 0.07% -54,263 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 25,235 shares; 2015Q2: 25,156 shares; 2015Q3: 31,839 shares; 2015Q4: 33,245 shares; 2016Q1: 4,147 shares 4,147 $407K 0.07% -29,098 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: 40,500 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,804 shares 9,804 $384K 0.06% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 10,941 shares 10,941 $376K 0.06% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 11,500 shares; 2015Q2: 11,500 shares; 2015Q3: 9,000 shares; 2015Q4: 12,000 shares; 2016Q1: 12,000 shares 12,000 $354K 0.06% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 5,115 shares; 2015Q2: 5,115 shares; 2015Q3: 4,733 shares; 2015Q4: 4,734 shares; 2016Q1: 6,942 shares 6,942 $350K 0.06% +2,208 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,025 shares 3,025 $326K 0.05% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 213,943 shares; 2015Q2: 171,948 shares; 2015Q3: 14,000 shares; 2015Q4: 635,124 shares; 2016Q1: 14,352 shares 14,352 $323K 0.05% -620,772 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,597 shares 6,597 $320K 0.05% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,428 shares 1,428 $316K 0.05% new Timeline ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,250 shares 3,250 $308K 0.05% new C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 5,825 shares; 2015Q4: 6,120 shares; 2016Q1: 7,300 shares 7,300 $305K 0.05% +1,180 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,703 shares 3,703 $295K 0.05% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 3,116 shares; 2015Q2: 2,927 shares; 2015Q3: 3,159 shares; 2015Q4: 3,342 shares; 2016Q1: 3,012 shares 3,012 $293K 0.05% -330 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,260 shares 6,260 $290K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 2,817 shares; 2015Q2: 2,817 shares; 2015Q3: 2,817 shares; 2015Q4: 2,817 shares; 2016Q1: 3,167 shares 3,167 $274K 0.05% +350 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,501 shares 2,501 $274K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,492 shares 2,492 $267K 0.04% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,488 shares 6,488 $254K 0.04% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,634 shares 2,634 $254K 0.04% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,045 shares 4,045 $247K 0.04% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 76,264 shares; 2015Q2: 45,981 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,291 shares 4,291 $239K 0.04% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,900 shares 2,900 $237K 0.04% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,285 shares 2,285 $233K 0.04% new Timeline BSV 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,836 shares 2,836 $229K 0.04% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,964 shares 1,964 $219K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 35,862 shares; 2016Q1: 2,838 shares 2,838 $218K 0.04% -33,024 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,602 shares 1,602 $214K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,611 shares 2,611 $213K 0.04% new Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,206 shares 4,206 $205K 0.03% new MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,687 shares 2,687 $202K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,576 shares 2,576 $202K 0.03% new 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; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,484 shares 2,484 $202K 0.03% new Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: 188,942 shares; 2015Q2: 186,381 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 14,419 shares 14,419 $165K 0.03% new ARQULE INC ARQULE INC More: the full row for ARQULE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2014Q2: restricted; 2014Q3: restricted; 2014Q4: restricted; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 29,662 shares 29,662 $47K 0.01% new