DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,378,899 shares; 2022Q4: 35,446,006 shares; 2023Q1: 35,446,006 shares 35,446,006 $861M 15.65% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,955,560 shares; 2022Q4: 12,632,215 shares; 2023Q1: 12,632,215 shares 12,632,215 $555M 10.09% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,140,538 shares; 2022Q4: 14,344,224 shares; 2023Q1: 14,344,224 shares 14,344,224 $480M 8.73% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,360,725 shares; 2022Q4: 10,832,712 shares; 2023Q1: 10,832,712 shares 10,832,712 $329M 5.99% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,566,170 shares; 2022Q4: 11,143,680 shares; 2023Q1: 11,143,680 shares 11,143,680 $241M 4.38% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,018,523 shares; 2022Q4: 3,989,001 shares; 2023Q1: 3,989,001 shares 3,989,001 $233M 4.24% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,293,242 shares; 2022Q4: 5,313,206 shares; 2023Q1: 5,313,206 shares 5,313,206 $221M 4.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,644,502 shares; 2022Q4: 2,618,390 shares; 2023Q1: 2,618,390 shares 2,618,390 $134M 2.44% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 506,839 shares; 2022Q4: 540,514 shares; 2023Q1: 540,514 shares 540,514 $103M 1.88% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,294,872 shares; 2022Q4: 1,337,986 shares; 2023Q1: 1,337,986 shares 1,337,986 $101M 1.83% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,033,450 shares; 2022Q4: 1,111,433 shares; 2023Q1: 1,111,433 shares 1,111,433 $94.2M 1.71% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,767,614 shares; 2022Q4: 1,650,493 shares; 2023Q1: 1,650,493 shares 1,650,493 $77.1M 1.4% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 560,803 shares; 2022Q4: 546,967 shares; 2023Q1: 546,967 shares 546,967 $71.1M 1.29% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 121,211 shares; 2022Q4: 128,060 shares; 2023Q1: 128,060 shares 128,060 $49.2M 0.89% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,004,993 shares; 2022Q4: 983,985 shares; 2023Q1: 983,985 shares 983,985 $45.1M 0.82% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 356,877 shares; 2022Q4: 360,757 shares; 2023Q1: 360,757 shares 360,757 $41.4M 0.75% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 158,521 shares; 2022Q4: 161,596 shares; 2023Q1: 161,596 shares 161,596 $38.8M 0.7% 0 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 833,397 shares; 2022Q4: 834,251 shares; 2023Q1: 834,251 shares 834,251 $38.2M 0.69% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 651,620 shares; 2022Q4: 680,411 shares; 2023Q1: 680,411 shares 680,411 $38.1M 0.69% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 239,349 shares; 2022Q4: 236,700 shares; 2023Q1: 236,700 shares 236,700 $33.2M 0.6% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 392,650 shares; 2022Q4: 384,643 shares; 2023Q1: 384,643 shares 384,643 $32.3M 0.59% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 107,113 shares; 2022Q4: 103,448 shares; 2023Q1: 103,448 shares 103,448 $32M 0.58% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 594,583 shares; 2022Q4: 754,578 shares; 2023Q1: 754,578 shares 754,578 $31.7M 0.58% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,293,527 shares; 2022Q4: 1,166,795 shares; 2023Q1: 1,166,795 shares 1,166,795 $31.5M 0.57% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 198,296 shares; 2022Q4: 198,164 shares; 2023Q1: 198,164 shares 198,164 $31.5M 0.57% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 309,570 shares; 2022Q4: 391,764 shares; 2023Q1: 391,764 shares 391,764 $29.2M 0.53% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 403,918 shares; 2022Q4: 610,569 shares; 2023Q1: 610,569 shares 610,569 $28.5M 0.52% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 503,197 shares; 2022Q4: 501,067 shares; 2023Q1: 501,067 shares 501,067 $28.3M 0.51% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 344,458 shares; 2022Q4: 497,347 shares; 2023Q1: 497,347 shares 497,347 $27.5M 0.5% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 72,842 shares; 2022Q4: 69,481 shares; 2023Q1: 69,481 shares 69,481 $26.6M 0.48% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 545,916 shares; 2022Q4: 513,184 shares; 2023Q1: 513,184 shares 513,184 $26.5M 0.48% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 281,056 shares; 2022Q4: 275,325 shares; 2023Q1: 275,325 shares 275,325 $24.3M 0.44% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 220,093 shares; 2022Q4: 290,409 shares; 2023Q1: 290,409 shares 290,409 $23.6M 0.43% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 258,106 shares; 2022Q4: 219,507 shares; 2023Q1: 219,507 shares 219,507 $22.9M 0.42% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91,737 shares; 2022Q4: 91,720 shares; 2023Q1: 91,720 shares 91,720 $22.6M 0.41% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 488,485 shares; 2022Q4: 485,273 shares; 2023Q1: 485,273 shares 485,273 $22.6M 0.41% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 103,016 shares; 2022Q4: 104,032 shares; 2023Q1: 104,032 shares 104,032 $22.3M 0.41% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 177,984 shares; 2022Q4: 175,002 shares; 2023Q1: 175,002 shares 175,002 $21.1M 0.38% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 225,376 shares; 2022Q4: 227,051 shares; 2023Q1: 227,051 shares 227,051 $20.1M 0.37% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 177,055 shares; 2022Q4: 176,982 shares; 2023Q1: 176,982 shares 176,982 $19.5M 0.35% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91,313 shares; 2022Q4: 90,290 shares; 2023Q1: 90,290 shares 90,290 $19M 0.35% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 116,421 shares; 2022Q4: 120,346 shares; 2023Q1: 120,346 shares 120,346 $18.3M 0.33% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 211,083 shares; 2022Q4: 219,876 shares; 2023Q1: 219,876 shares 219,876 $18.1M 0.33% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 518,574 shares; 2022Q4: 515,386 shares; 2023Q1: 515,386 shares 515,386 $17.1M 0.31% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 37,881 shares; 2022Q4: 36,878 shares; 2023Q1: 36,878 shares 36,878 $16.3M 0.3% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 85,603 shares; 2022Q4: 88,773 shares; 2023Q1: 88,773 shares 88,773 $15.7M 0.29% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 276,608 shares; 2022Q4: 702,959 shares; 2023Q1: 702,959 shares 702,959 $15.4M 0.28% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 93,995 shares; 2022Q4: 93,981 shares; 2023Q1: 93,981 shares 93,981 $15.2M 0.28% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 167,498 shares; 2022Q4: 222,690 shares; 2023Q1: 222,690 shares 222,690 $15.1M 0.28% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 174,161 shares; 2022Q4: 673,557 shares; 2023Q1: 673,557 shares 673,557 $15M 0.27% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 396,938 shares; 2022Q4: 363,403 shares; 2023Q1: 363,403 shares 363,403 $14.2M 0.26% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 220,151 shares; 2022Q4: 222,029 shares; 2023Q1: 222,029 shares 222,029 $14.1M 0.26% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 246,164 shares; 2022Q4: 238,596 shares; 2023Q1: 238,596 shares 238,596 $13.8M 0.25% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 557,826 shares; 2022Q4: 586,124 shares; 2023Q1: 586,124 shares 586,124 $13.6M 0.25% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35,775 shares; 2022Q4: 38,017 shares; 2023Q1: 38,017 shares 38,017 $13.4M 0.24% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,798 shares; 2022Q4: 25,398 shares; 2023Q1: 25,398 shares 25,398 $12.4M 0.22% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,792 shares; 2022Q4: 55,297 shares; 2023Q1: 55,297 shares 55,297 $12.2M 0.22% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 66,054 shares; 2022Q4: 66,238 shares; 2023Q1: 66,238 shares 66,238 $12M 0.22% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 75,736 shares; 2022Q4: 78,167 shares; 2023Q1: 78,167 shares 78,167 $11.9M 0.22% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91,596 shares; 2022Q4: 91,524 shares; 2023Q1: 91,524 shares 91,524 $11.3M 0.2% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 90,863 shares; 2022Q4: 101,421 shares; 2023Q1: 101,421 shares 101,421 $11.3M 0.2% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24 shares; 2022Q4: 24 shares; 2023Q1: 24 shares 24 $11.2M 0.2% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,363 shares; 2022Q4: 21,217 shares; 2023Q1: 21,217 shares 21,217 $11.2M 0.2% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 58,807 shares; 2022Q4: 59,510 shares; 2023Q1: 59,510 shares 59,510 $10.9M 0.2% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 159,401 shares; 2022Q4: 158,059 shares; 2023Q1: 158,059 shares 158,059 $10.7M 0.19% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 107,452 shares; 2022Q4: 98,832 shares; 2023Q1: 98,832 shares 98,832 $10.4M 0.19% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40,393 shares; 2022Q4: 39,460 shares; 2023Q1: 39,460 shares 39,460 $10.4M 0.19% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 59,385 shares; 2022Q4: 59,409 shares; 2023Q1: 59,409 shares 59,409 $10.4M 0.19% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 86,247 shares; 2022Q4: 86,124 shares; 2023Q1: 86,124 shares 86,124 $10.1M 0.18% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,603 shares; 2022Q4: 36,664 shares; 2023Q1: 36,664 shares 36,664 $9.76M 0.18% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 189,465 shares; 2022Q4: 185,314 shares; 2023Q1: 185,314 shares 185,314 $9.75M 0.18% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 197,083 shares; 2022Q4: 213,541 shares; 2023Q1: 213,541 shares 213,541 $9.64M 0.18% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 86,952 shares; 2022Q4: 86,086 shares; 2023Q1: 86,086 shares 86,086 $9.45M 0.17% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 60,046 shares; 2022Q4: 61,789 shares; 2023Q1: 61,789 shares 61,789 $9.36M 0.17% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,590 shares; 2022Q4: 20,857 shares; 2023Q1: 20,857 shares 20,857 $9.01M 0.16% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 330,898 shares; 2022Q4: 331,426 shares; 2023Q1: 331,426 shares 331,426 $8.76M 0.16% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129,809 shares; 2022Q4: 133,277 shares; 2023Q1: 133,277 shares 133,277 $8.75M 0.16% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,036 shares; 2022Q4: 27,431 shares; 2023Q1: 27,431 shares 27,431 $8.66M 0.16% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 75,975 shares; 2022Q4: 80,578 shares; 2023Q1: 80,578 shares 80,578 $8.58M 0.16% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 199,606 shares; 2022Q4: 209,638 shares; 2023Q1: 209,638 shares 209,638 $8.49M 0.15% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 99,022 shares; 2022Q4: 101,152 shares; 2023Q1: 101,152 shares 101,152 $8.46M 0.15% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 111,132 shares; 2022Q4: 112,517 shares; 2023Q1: 112,517 shares 112,517 $8.36M 0.15% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 252,760 shares; 2022Q4: 256,292 shares; 2023Q1: 256,292 shares 256,292 $8.26M 0.15% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 62,180 shares; 2022Q4: 61,215 shares; 2023Q1: 61,215 shares 61,215 $8.21M 0.15% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 189,839 shares; 2022Q4: 158,822 shares; 2023Q1: 158,822 shares 158,822 $7.96M 0.14% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 333,295 shares; 2022Q4: 293,366 shares; 2023Q1: 293,366 shares 293,366 $7.83M 0.14% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80,125 shares; 2022Q4: 85,225 shares; 2023Q1: 85,225 shares 85,225 $7.78M 0.14% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,399 shares; 2022Q4: 36,725 shares; 2023Q1: 36,725 shares 36,725 $7.49M 0.14% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 163,258 shares; 2022Q4: 167,140 shares; 2023Q1: 167,140 shares 167,140 $7.29M 0.13% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 112,536 shares; 2022Q4: 124,796 shares; 2023Q1: 124,796 shares 124,796 $7.22M 0.13% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50,291 shares; 2022Q4: 48,953 shares; 2023Q1: 48,953 shares 48,953 $7.1M 0.13% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 135,322 shares; 2022Q4: 139,503 shares; 2023Q1: 139,503 shares 139,503 $6.9M 0.13% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50,010 shares; 2022Q4: 49,373 shares; 2023Q1: 49,373 shares 49,373 $6.85M 0.12% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 89,834 shares; 2022Q4: 133,860 shares; 2023Q1: 133,860 shares 133,860 $6.75M 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 132,665 shares; 2022Q4: 130,487 shares; 2023Q1: 130,487 shares 130,487 $6.69M 0.12% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,966 shares; 2022Q4: 37,160 shares; 2023Q1: 37,160 shares 37,160 $6.67M 0.12% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,602 shares; 2022Q4: 37,633 shares; 2023Q1: 37,633 shares 37,633 $6.56M 0.12% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 241,808 shares; 2022Q4: 289,034 shares; 2023Q1: 289,034 shares 289,034 $6.46M 0.12% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 160,237 shares; 2022Q4: 132,791 shares; 2023Q1: 132,791 shares 132,791 $6.41M 0.12% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 95,523 shares; 2022Q4: 95,779 shares; 2023Q1: 95,779 shares 95,779 $6.28M 0.11% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 67,814 shares; 2022Q4: 64,189 shares; 2023Q1: 64,189 shares 64,189 $6.07M 0.11% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,083 shares; 2022Q4: 14,163 shares; 2023Q1: 14,163 shares 14,163 $6.07M 0.11% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,776 shares; 2022Q4: 31,674 shares; 2023Q1: 31,674 shares 31,674 $6.03M 0.11% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 123,346 shares; 2022Q4: 122,243 shares; 2023Q1: 122,243 shares 122,243 $5.82M 0.11% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 124,320 shares; 2022Q4: 149,534 shares; 2023Q1: 149,534 shares 149,534 $5.67M 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,286 shares; 2022Q4: 38,102 shares; 2023Q1: 38,102 shares 38,102 $5.4M 0.1% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,845 shares; 2022Q4: 21,773 shares; 2023Q1: 21,773 shares 21,773 $5.27M 0.1% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,077 shares; 2022Q4: 57,395 shares; 2023Q1: 57,395 shares 57,395 $5.23M 0.1% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,230 shares; 2022Q4: 11,455 shares; 2023Q1: 11,455 shares 11,455 $5.23M 0.1% 0 Timeline VT 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,705 shares; 2022Q4: 60,043 shares; 2023Q1: 60,043 shares 60,043 $5.18M 0.09% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 107,996 shares; 2022Q4: 109,675 shares; 2023Q1: 109,675 shares 109,675 $5.15M 0.09% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 182,468 shares; 2022Q4: 158,737 shares; 2023Q1: 158,737 shares 158,737 $4.96M 0.09% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 106,971 shares; 2022Q4: 113,469 shares; 2023Q1: 113,469 shares 113,469 $4.88M 0.09% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 138,175 shares; 2022Q4: 162,732 shares; 2023Q1: 162,732 shares 162,732 $4.87M 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24,421 shares; 2022Q4: 22,753 shares; 2023Q1: 22,753 shares 22,753 $4.85M 0.09% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91,046 shares; 2022Q4: 159,967 shares; 2023Q1: 159,967 shares 159,967 $4.75M 0.09% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 26,398 shares; 2022Q4: 22,816 shares; 2023Q1: 22,816 shares 22,816 $4.74M 0.09% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,718 shares; 2022Q4: 12,598 shares; 2023Q1: 12,598 shares 12,598 $4.61M 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,033 shares; 2022Q4: 19,201 shares; 2023Q1: 19,201 shares 19,201 $4.6M 0.08% 0 Timeline FOCUS FINANCIAL PARTNERS IN… FOCUS FINANCIAL PARTNERS INC. More: the full row for FOCUS FINANCIAL PARTNERS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 123,292 shares; 2022Q4: 119,092 shares; 2023Q1: 119,092 shares 119,092 $4.44M 0.08% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24,293 shares; 2022Q4: 24,539 shares; 2023Q1: 24,539 shares 24,539 $4.27M 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,792 shares; 2022Q4: 38,360 shares; 2023Q1: 38,360 shares 38,360 $4.22M 0.08% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 101,406 shares; 2022Q4: 106,713 shares; 2023Q1: 106,713 shares 106,713 $4.2M 0.08% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47,965 shares; 2022Q4: 49,181 shares; 2023Q1: 49,181 shares 49,181 $4.17M 0.08% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 42,721 shares; 2022Q4: 42,402 shares; 2023Q1: 42,402 shares 42,402 $4.07M 0.07% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 48,994 shares; 2022Q4: 48,196 shares; 2023Q1: 48,196 shares 48,196 $4.04M 0.07% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 94,308 shares; 2022Q4: 159,042 shares; 2023Q1: 159,042 shares 159,042 $3.98M 0.07% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 163,700 shares; 2022Q4: 166,170 shares; 2023Q1: 166,170 shares 166,170 $3.93M 0.07% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,206 shares; 2022Q4: 23,075 shares; 2023Q1: 23,075 shares 23,075 $3.91M 0.07% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 84,083 shares; 2022Q4: 86,228 shares; 2023Q1: 86,228 shares 86,228 $3.86M 0.07% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,024 shares; 2022Q4: 34,828 shares; 2023Q1: 34,828 shares 34,828 $3.83M 0.07% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 122,850 shares; 2022Q4: 122,112 shares; 2023Q1: 122,112 shares 122,112 $3.77M 0.07% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,306 shares; 2022Q4: 33,911 shares; 2023Q1: 33,911 shares 33,911 $3.67M 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,012 shares; 2022Q4: 16,909 shares; 2023Q1: 16,909 shares 16,909 $3.62M 0.07% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49,184 shares; 2022Q4: 50,191 shares; 2023Q1: 50,191 shares 50,191 $3.61M 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,472 shares; 2022Q4: 13,683 shares; 2023Q1: 13,683 shares 13,683 $3.59M 0.07% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 26,233 shares; 2022Q4: 87,390 shares; 2023Q1: 87,390 shares 87,390 $3.57M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 37,221 shares; 2022Q4: 41,103 shares; 2023Q1: 41,103 shares 41,103 $3.57M 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 201,616 shares; 2022Q4: 189,939 shares; 2023Q1: 189,939 shares 189,939 $3.5M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,194 shares; 2022Q4: 14,021 shares; 2023Q1: 14,021 shares 14,021 $3.35M 0.06% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 44,377 shares; 2022Q4: 44,536 shares; 2023Q1: 44,536 shares 44,536 $3.31M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50,420 shares; 2022Q4: 57,820 shares; 2023Q1: 57,820 shares 57,820 $3.21M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,178 shares; 2022Q4: 22,589 shares; 2023Q1: 22,589 shares 22,589 $3.18M 0.06% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 95,495 shares; 2022Q4: 63,226 shares; 2023Q1: 63,226 shares 63,226 $3.11M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,178 shares; 2022Q4: 5,515 shares; 2023Q1: 5,515 shares 5,515 $3.04M 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,490 shares; 2022Q4: 38,460 shares; 2023Q1: 38,460 shares 38,460 $3.03M 0.06% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,953 shares; 2022Q4: 20,509 shares; 2023Q1: 20,509 shares 20,509 $3M 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46,343 shares; 2022Q4: 63,004 shares; 2023Q1: 63,004 shares 63,004 $2.99M 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,543 shares; 2022Q4: 5,296 shares; 2023Q1: 5,296 shares 5,296 $2.96M 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,937 shares; 2022Q4: 11,928 shares; 2023Q1: 11,928 shares 11,928 $2.96M 0.05% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,535 shares; 2022Q4: 8,443 shares; 2023Q1: 8,443 shares 8,443 $2.94M 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 43,654 shares; 2022Q4: 44,262 shares; 2023Q1: 44,262 shares 44,262 $2.92M 0.05% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45,168 shares; 2022Q4: 40,188 shares; 2023Q1: 40,188 shares 40,188 $2.84M 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,839 shares; 2022Q4: 27,770 shares; 2023Q1: 27,770 shares 27,770 $2.8M 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,557 shares; 2022Q4: 9,485 shares; 2023Q1: 9,485 shares 9,485 $2.8M 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,319 shares; 2022Q4: 27,511 shares; 2023Q1: 27,511 shares 27,511 $2.73M 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45,780 shares; 2022Q4: 46,372 shares; 2023Q1: 46,372 shares 46,372 $2.71M 0.05% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40,368 shares; 2022Q4: 36,302 shares; 2023Q1: 36,302 shares 36,302 $2.68M 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,119 shares; 2022Q4: 12,643 shares; 2023Q1: 12,643 shares 12,643 $2.68M 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,235 shares; 2022Q4: 11,996 shares; 2023Q1: 11,996 shares 11,996 $2.64M 0.05% 0 Timeline VSS 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,094 shares; 2022Q4: 25,668 shares; 2023Q1: 25,668 shares 25,668 $2.64M 0.05% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,912 shares; 2022Q4: 9,518 shares; 2023Q1: 9,518 shares 9,518 $2.53M 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 41,900 shares; 2022Q4: 40,444 shares; 2023Q1: 40,444 shares 40,444 $2.49M 0.05% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,600 shares; 2022Q4: 53,640 shares; 2023Q1: 53,640 shares 53,640 $2.47M 0.04% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,510 shares; 2022Q4: 24,037 shares; 2023Q1: 24,037 shares 24,037 $2.46M 0.04% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,181 shares; 2022Q4: 7,405 shares; 2023Q1: 7,405 shares 7,405 $2.45M 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,323 shares; 2022Q4: 16,389 shares; 2023Q1: 16,389 shares 16,389 $2.44M 0.04% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,691 shares; 2022Q4: 16,253 shares; 2023Q1: 16,253 shares 16,253 $2.4M 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 31,425 shares; 2022Q4: 30,746 shares; 2023Q1: 30,746 shares 30,746 $2.35M 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,429 shares; 2022Q4: 6,814 shares; 2023Q1: 6,814 shares 6,814 $2.29M 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 24,794 shares; 2022Q4: 27,944 shares; 2023Q1: 27,944 shares 27,944 $2.28M 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,960 shares; 2022Q4: 10,892 shares; 2023Q1: 10,892 shares 10,892 $2.26M 0.04% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,725 shares; 2022Q4: 33,797 shares; 2023Q1: 33,797 shares 33,797 $2.23M 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,719 shares; 2022Q4: 21,501 shares; 2023Q1: 21,501 shares 21,501 $2.17M 0.04% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,476 shares; 2022Q4: 85,758 shares; 2023Q1: 85,758 shares 85,758 $2.06M 0.04% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 77,357 shares; 2022Q4: 43,208 shares; 2023Q1: 43,208 shares 43,208 $2.05M 0.04% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,245 shares; 2022Q4: 41,060 shares; 2023Q1: 41,060 shares 41,060 $2.05M 0.04% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,663 shares; 2022Q4: 22,881 shares; 2023Q1: 22,881 shares 22,881 $2M 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,350 shares; 2022Q4: 16,443 shares; 2023Q1: 16,443 shares 16,443 $1.97M 0.04% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,074 shares; 2022Q4: 87,109 shares; 2023Q1: 87,109 shares 87,109 $1.96M 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,690 shares; 2022Q4: 15,078 shares; 2023Q1: 15,078 shares 15,078 $1.96M 0.04% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,642 shares; 2022Q4: 36,740 shares; 2023Q1: 36,740 shares 36,740 $1.95M 0.04% 0 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57,712 shares; 2022Q4: 57,645 shares; 2023Q1: 57,645 shares 57,645 $1.95M 0.04% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,543 shares; 2022Q4: 11,375 shares; 2023Q1: 11,375 shares 11,375 $1.94M 0.04% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,695 shares; 2022Q4: 11,672 shares; 2023Q1: 11,672 shares 11,672 $1.93M 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35,273 shares; 2022Q4: 40,571 shares; 2023Q1: 40,571 shares 40,571 $1.92M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,543 shares; 2022Q4: 15,203 shares; 2023Q1: 15,203 shares 15,203 $1.9M 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,124 shares; 2022Q4: 16,059 shares; 2023Q1: 16,059 shares 16,059 $1.89M 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,027 shares; 2022Q4: 8,104 shares; 2023Q1: 8,104 shares 8,104 $1.88M 0.03% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,551 shares; 2022Q4: 53,556 shares; 2023Q1: 53,556 shares 53,556 $1.87M 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,661 shares; 2022Q4: 19,276 shares; 2023Q1: 19,276 shares 19,276 $1.87M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,170 shares; 2022Q4: 22,321 shares; 2023Q1: 22,321 shares 22,321 $1.86M 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,834 shares; 2022Q4: 25,512 shares; 2023Q1: 25,512 shares 25,512 $1.82M 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,449 shares; 2022Q4: 5,431 shares; 2023Q1: 5,431 shares 5,431 $1.8M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 43,635 shares; 2022Q4: 43,566 shares; 2023Q1: 43,566 shares 43,566 $1.8M 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,253 shares; 2022Q4: 13,061 shares; 2023Q1: 13,061 shares 13,061 $1.77M 0.03% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,342 shares; 2022Q4: 22,175 shares; 2023Q1: 22,175 shares 22,175 $1.71M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,479 shares; 2022Q4: 16,534 shares; 2023Q1: 16,534 shares 16,534 $1.7M 0.03% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20,767 shares; 2022Q4: 16,823 shares; 2023Q1: 16,823 shares 16,823 $1.7M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,798 shares; 2022Q4: 6,307 shares; 2023Q1: 6,307 shares 6,307 $1.68M 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,041 shares; 2022Q4: 6,830 shares; 2023Q1: 6,830 shares 6,830 $1.68M 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,900 shares; 2022Q4: 10,420 shares; 2023Q1: 10,420 shares 10,420 $1.67M 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,897 shares; 2022Q4: 22,000 shares; 2023Q1: 22,000 shares 22,000 $1.64M 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,584 shares; 2022Q4: 8,219 shares; 2023Q1: 8,219 shares 8,219 $1.64M 0.03% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,240 shares; 2022Q4: 18,240 shares; 2023Q1: 18,240 shares 18,240 $1.62M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,075 shares; 2022Q4: 6,084 shares; 2023Q1: 6,084 shares 6,084 $1.61M 0.03% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,749 shares; 2022Q4: 31,101 shares; 2023Q1: 31,101 shares 31,101 $1.61M 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,500 shares; 2022Q4: 15,913 shares; 2023Q1: 15,913 shares 15,913 $1.61M 0.03% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,352 shares; 2022Q4: 25,352 shares; 2023Q1: 25,352 shares 25,352 $1.6M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,940 shares; 2022Q4: 21,073 shares; 2023Q1: 21,073 shares 21,073 $1.59M 0.03% 0 Timeline SPEM 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 52,468 shares; 2022Q4: 47,888 shares; 2023Q1: 47,888 shares 47,888 $1.58M 0.03% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 22,049 shares; 2023Q1: 22,049 shares 22,049 $1.58M 0.03% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,162 shares; 2022Q4: 3,734 shares; 2023Q1: 3,734 shares 3,734 $1.57M 0.03% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54,116 shares; 2022Q4: 49,926 shares; 2023Q1: 49,926 shares 49,926 $1.55M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,616 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares 6,451 $1.53M 0.03% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,091 shares; 2022Q4: 8,682 shares; 2023Q1: 8,682 shares 8,682 $1.51M 0.03% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 67,624 shares; 2022Q4: 66,265 shares; 2023Q1: 66,265 shares 66,265 $1.51M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,798 shares; 2022Q4: 39,966 shares; 2023Q1: 39,966 shares 39,966 $1.49M 0.03% 0 FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 31,821 shares; 2022Q4: 31,422 shares; 2023Q1: 31,422 shares 31,422 $1.47M 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 44,256 shares; 2022Q4: 42,135 shares; 2023Q1: 42,135 shares 42,135 $1.46M 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,960 shares; 2022Q4: 3,726 shares; 2023Q1: 3,726 shares 3,726 $1.45M 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 60,956 shares; 2022Q4: 59,790 shares; 2023Q1: 59,790 shares 59,790 $1.44M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,485 shares; 2022Q4: 11,408 shares; 2023Q1: 11,408 shares 11,408 $1.42M 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,024 shares; 2022Q4: 19,112 shares; 2023Q1: 19,112 shares 19,112 $1.42M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,177 shares; 2022Q4: 10,396 shares; 2023Q1: 10,396 shares 10,396 $1.41M 0.03% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,222 shares; 2022Q4: 16,958 shares; 2023Q1: 16,958 shares 16,958 $1.41M 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35,884 shares; 2022Q4: 30,478 shares; 2023Q1: 30,478 shares 30,478 $1.39M 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,825 shares; 2022Q4: 16,579 shares; 2023Q1: 16,579 shares 16,579 $1.39M 0.03% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,871 shares; 2022Q4: 25,871 shares; 2023Q1: 25,871 shares 25,871 $1.37M 0.02% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 42,142 shares; 2022Q4: 43,247 shares; 2023Q1: 43,247 shares 43,247 $1.36M 0.02% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,224 shares; 2022Q4: 6,224 shares; 2023Q1: 6,224 shares 6,224 $1.35M 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,237 shares; 2022Q4: 4,216 shares; 2023Q1: 4,216 shares 4,216 $1.35M 0.02% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46,846 shares; 2022Q4: 46,529 shares; 2023Q1: 46,529 shares 46,529 $1.34M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 665 shares; 2022Q4: 652 shares; 2023Q1: 652 shares 652 $1.31M 0.02% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 59,683 shares; 2022Q4: 59,120 shares; 2023Q1: 59,120 shares 59,120 $1.3M 0.02% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,469 shares; 2022Q4: 11,973 shares; 2023Q1: 11,973 shares 11,973 $1.3M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,443 shares; 2022Q4: 7,159 shares; 2023Q1: 7,159 shares 7,159 $1.29M 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,547 shares; 2022Q4: 8,612 shares; 2023Q1: 8,612 shares 8,612 $1.28M 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,174 shares; 2022Q4: 3,782 shares; 2023Q1: 3,782 shares 3,782 $1.27M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,688 shares; 2022Q4: 9,849 shares; 2023Q1: 9,849 shares 9,849 $1.26M 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,053 shares; 2022Q4: 4,838 shares; 2023Q1: 4,838 shares 4,838 $1.23M 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,215 shares; 2022Q4: 8,161 shares; 2023Q1: 8,161 shares 8,161 $1.22M 0.02% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,881 shares; 2022Q4: 19,566 shares; 2023Q1: 19,566 shares 19,566 $1.2M 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,432 shares; 2022Q4: 5,580 shares; 2023Q1: 5,580 shares 5,580 $1.2M 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,584 shares; 2022Q4: 9,458 shares; 2023Q1: 9,458 shares 9,458 $1.19M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,798 shares; 2022Q4: 14,179 shares; 2023Q1: 14,179 shares 14,179 $1.19M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,689 shares; 2022Q4: 9,641 shares; 2023Q1: 9,641 shares 9,641 $1.12M 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,936 shares; 2022Q4: 8,204 shares; 2023Q1: 8,204 shares 8,204 $1.11M 0.02% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,832 shares; 2022Q4: 9,099 shares; 2023Q1: 9,099 shares 9,099 $1.1M 0.02% 0 PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,900 shares; 2022Q4: 3,907 shares; 2023Q1: 3,907 shares 3,907 $1.09M 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,192 shares; 2022Q4: 11,707 shares; 2023Q1: 11,707 shares 11,707 $1.09M 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,282 shares; 2022Q4: 6,936 shares; 2023Q1: 6,936 shares 6,936 $1.09M 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,439 shares; 2022Q4: 15,097 shares; 2023Q1: 15,097 shares 15,097 $1.09M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,124 shares; 2022Q4: 10,574 shares; 2023Q1: 10,574 shares 10,574 $1.08M 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,066 shares; 2022Q4: 48,816 shares; 2023Q1: 48,816 shares 48,816 $1.07M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,919 shares; 2022Q4: 5,311 shares; 2023Q1: 5,311 shares 5,311 $1.07M 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,873 shares; 2022Q4: 11,731 shares; 2023Q1: 11,731 shares 11,731 $1.06M 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,199 shares; 2022Q4: 6,451 shares; 2023Q1: 6,451 shares 6,451 $1.06M 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,404 shares; 2022Q4: 10,149 shares; 2023Q1: 10,149 shares 10,149 $1.06M 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,960 shares; 2022Q4: 2,800 shares; 2023Q1: 2,800 shares 2,800 $1.06M 0.02% 0 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,552 shares; 2022Q4: 27,108 shares; 2023Q1: 27,108 shares 27,108 $1.05M 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,065 shares; 2022Q4: 14,774 shares; 2023Q1: 14,774 shares 14,774 $1.04M 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,681 shares; 2022Q4: 13,327 shares; 2023Q1: 13,327 shares 13,327 $1.04M 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,824 shares; 2022Q4: 2,652 shares; 2023Q1: 2,652 shares 2,652 $1.03M 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,921 shares; 2022Q4: 5,822 shares; 2023Q1: 5,822 shares 5,822 $1.01M 0.02% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 26,089 shares; 2022Q4: 20,493 shares; 2023Q1: 20,493 shares 20,493 $1.01M 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,159 shares; 2022Q4: 4,160 shares; 2023Q1: 4,160 shares 4,160 $1.01M 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,789 shares; 2022Q4: 23,283 shares; 2023Q1: 23,283 shares 23,283 $1.01M 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,244 shares; 2022Q4: 8,264 shares; 2023Q1: 8,264 shares 8,264 $1M 0.02% 0 Timeline VNQI 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,808 shares; 2022Q4: 23,650 shares; 2023Q1: 23,650 shares 23,650 $978K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,239 shares; 2022Q4: 12,234 shares; 2023Q1: 12,234 shares 12,234 $977K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,571 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares 1,891 $970K 0.02% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 48,269 shares; 2022Q4: 31,636 shares; 2023Q1: 31,636 shares 31,636 $966K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,683 shares; 2022Q4: 20,282 shares; 2023Q1: 20,282 shares 20,282 $960K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,815 shares; 2022Q4: 2,545 shares; 2023Q1: 2,545 shares 2,545 $955K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 26,984 shares; 2022Q4: 25,759 shares; 2023Q1: 25,759 shares 25,759 $952K 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,795 shares; 2022Q4: 13,238 shares; 2023Q1: 13,238 shares 13,238 $951K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,909 shares; 2022Q4: 12,219 shares; 2023Q1: 12,219 shares 12,219 $939K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 647 shares; 2022Q4: 1,478 shares; 2023Q1: 1,478 shares 1,478 $931K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,394 shares; 2022Q4: 2,266 shares; 2023Q1: 2,266 shares 2,266 $924K 0.02% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,248 shares; 2022Q4: 1,298 shares; 2023Q1: 1,298 shares 1,298 $920K 0.02% 0 DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 43,338 shares; 2023Q1: 43,338 shares 43,338 $917K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,206 shares; 2022Q4: 9,351 shares; 2023Q1: 9,351 shares 9,351 $907K 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 75,819 shares; 2022Q4: 77,372 shares; 2023Q1: 77,372 shares 77,372 $900K 0.02% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,335 shares; 2022Q4: 16,023 shares; 2023Q1: 16,023 shares 16,023 $899K 0.02% 0 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,405 shares; 2022Q4: 21,405 shares; 2023Q1: 21,405 shares 21,405 $889K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,806 shares; 2022Q4: 5,066 shares; 2023Q1: 5,066 shares 5,066 $867K 0.02% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,095 shares; 2022Q4: 37,952 shares; 2023Q1: 37,952 shares 37,952 $862K 0.02% 0 Timeline RWX 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,668 shares; 2022Q4: 32,178 shares; 2023Q1: 32,178 shares 32,178 $861K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,543 shares; 2022Q4: 34,864 shares; 2023Q1: 34,864 shares 34,864 $857K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 975 shares; 2022Q4: 1,004 shares; 2023Q1: 1,004 shares 1,004 $847K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,338 shares; 2022Q4: 13,914 shares; 2023Q1: 13,914 shares 13,914 $847K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,320 shares; 2022Q4: 10,278 shares; 2023Q1: 10,278 shares 10,278 $843K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,154 shares; 2022Q4: 8,830 shares; 2023Q1: 8,830 shares 8,830 $842K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,228 shares; 2022Q4: 28,795 shares; 2023Q1: 28,795 shares 28,795 $837K 0.02% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,346 shares; 2022Q4: 34,444 shares; 2023Q1: 34,444 shares 34,444 $836K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,321 shares; 2022Q4: 3,192 shares; 2023Q1: 3,192 shares 3,192 $822K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,826 shares; 2022Q4: 1,817 shares; 2023Q1: 1,817 shares 1,817 $821K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,875 shares; 2022Q4: 8,563 shares; 2023Q1: 8,563 shares 8,563 $813K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,170 shares; 2022Q4: 4,238 shares; 2023Q1: 4,238 shares 4,238 $795K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,107 shares; 2022Q4: 5,203 shares; 2023Q1: 5,203 shares 5,203 $793K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,652 shares; 2022Q4: 2,531 shares; 2023Q1: 2,531 shares 2,531 $788K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,509 shares; 2022Q4: 2,548 shares; 2023Q1: 2,548 shares 2,548 $785K 0.01% 0 Timeline VUSB 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,078 shares; 2022Q4: 15,886 shares; 2023Q1: 15,886 shares 15,886 $778K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,665 shares; 2022Q4: 7,950 shares; 2023Q1: 7,950 shares 7,950 $774K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,265 shares; 2022Q4: 30,775 shares; 2023Q1: 30,775 shares 30,775 $772K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,354 shares; 2022Q4: 9,169 shares; 2023Q1: 9,169 shares 9,169 $768K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,338 shares; 2022Q4: 10,591 shares; 2023Q1: 10,591 shares 10,591 $760K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,556 shares; 2022Q4: 8,182 shares; 2023Q1: 8,182 shares 8,182 $760K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,209 shares; 2022Q4: 6,176 shares; 2023Q1: 6,176 shares 6,176 $755K 0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 218,189 shares; 2022Q4: 218,086 shares; 2023Q1: 218,086 shares 218,086 $746K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,711 shares; 2022Q4: 24,349 shares; 2023Q1: 24,349 shares 24,349 $732K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,317 shares; 2022Q4: 4,652 shares; 2023Q1: 4,652 shares 4,652 $730K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,168 shares; 2022Q4: 10,940 shares; 2023Q1: 10,940 shares 10,940 $729K 0.01% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 50,091 shares; 2022Q4: 50,092 shares; 2023Q1: 50,092 shares 50,092 $722K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,522 shares; 2022Q4: 7,522 shares; 2023Q1: 7,522 shares 7,522 $703K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,253 shares; 2022Q4: 2,018 shares; 2023Q1: 2,018 shares 2,018 $699K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,638 shares; 2022Q4: 23,720 shares; 2023Q1: 23,720 shares 23,720 $698K 0.01% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,284 shares; 2022Q4: 28,284 shares; 2023Q1: 28,284 shares 28,284 $696K 0.01% 0 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,859 shares; 2022Q4: 13,783 shares; 2023Q1: 13,783 shares 13,783 $692K 0.01% 0 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,277 shares; 2022Q4: 35,450 shares; 2023Q1: 35,450 shares 35,450 $684K 0.01% 0 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 60,772 shares; 2022Q4: 55,972 shares; 2023Q1: 55,972 shares 55,972 $676K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,361 shares; 2022Q4: 7,836 shares; 2023Q1: 7,836 shares 7,836 $676K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,257 shares; 2022Q4: 4,977 shares; 2023Q1: 4,977 shares 4,977 $660K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,620 shares; 2022Q4: 3,891 shares; 2023Q1: 3,891 shares 3,891 $654K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,849 shares; 2022Q4: 7,131 shares; 2023Q1: 7,131 shares 7,131 $652K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,607 shares; 2022Q4: 4,600 shares; 2023Q1: 4,600 shares 4,600 $651K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,782 shares; 2022Q4: 54,474 shares; 2023Q1: 54,474 shares 54,474 $647K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 46,217 shares; 2022Q4: 46,217 shares; 2023Q1: 46,217 shares 46,217 $646K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,278 shares; 2022Q4: 18,670 shares; 2023Q1: 18,670 shares 18,670 $638K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,144 shares; 2022Q4: 8,001 shares; 2023Q1: 8,001 shares 8,001 $637K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,393 shares; 2022Q4: 8,765 shares; 2023Q1: 8,765 shares 8,765 $634K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,529 shares; 2022Q4: 3,831 shares; 2023Q1: 3,831 shares 3,831 $634K 0.01% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,000 shares; 2022Q4: 31,105 shares; 2023Q1: 31,105 shares 31,105 $632K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,503 shares; 2022Q4: 4,613 shares; 2023Q1: 4,613 shares 4,613 $627K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,950 shares; 2022Q4: 10,177 shares; 2023Q1: 10,177 shares 10,177 $626K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,497 shares; 2022Q4: 7,380 shares; 2023Q1: 7,380 shares 7,380 $621K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,635 shares; 2022Q4: 9,302 shares; 2023Q1: 9,302 shares 9,302 $619K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,436 shares; 2022Q4: 2,803 shares; 2023Q1: 2,803 shares 2,803 $618K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,500 shares; 2022Q4: 4,431 shares; 2023Q1: 4,431 shares 4,431 $618K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,307 shares; 2022Q4: 8,284 shares; 2023Q1: 8,284 shares 8,284 $618K 0.01% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14,742 shares; 2023Q1: 14,742 shares 14,742 $604K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,977 shares; 2022Q4: 8,831 shares; 2023Q1: 8,831 shares 8,831 $603K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,919 shares; 2022Q4: 11,226 shares; 2023Q1: 11,226 shares 11,226 $600K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,527 shares; 2022Q4: 8,276 shares; 2023Q1: 8,276 shares 8,276 $597K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,509 shares; 2022Q4: 5,163 shares; 2023Q1: 5,163 shares 5,163 $597K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,556 shares; 2022Q4: 10,645 shares; 2023Q1: 10,645 shares 10,645 $590K 0.01% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,281 shares; 2022Q4: 8,533 shares; 2023Q1: 8,533 shares 8,533 $583K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,508 shares; 2022Q4: 7,761 shares; 2023Q1: 7,761 shares 7,761 $578K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,656 shares; 2022Q4: 3,755 shares; 2023Q1: 3,755 shares 3,755 $576K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,307 shares; 2022Q4: 14,596 shares; 2023Q1: 14,596 shares 14,596 $571K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,280 shares; 2022Q4: 10,367 shares; 2023Q1: 10,367 shares 10,367 $567K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,880 shares; 2022Q4: 1,648 shares; 2023Q1: 1,648 shares 1,648 $566K 0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,621 shares; 2022Q4: 5,621 shares; 2023Q1: 5,621 shares 5,621 $565K 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,060 shares; 2022Q4: 7,877 shares; 2023Q1: 7,877 shares 7,877 $561K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,329 shares; 2022Q4: 4,187 shares; 2023Q1: 4,187 shares 4,187 $554K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,305 shares; 2022Q4: 5,243 shares; 2023Q1: 5,243 shares 5,243 $552K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,807 shares; 2022Q4: 3,496 shares; 2023Q1: 3,496 shares 3,496 $552K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,175 shares; 2022Q4: 4,839 shares; 2023Q1: 4,839 shares 4,839 $551K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,657 shares; 2022Q4: 6,475 shares; 2023Q1: 6,475 shares 6,475 $551K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,303 shares; 2022Q4: 5,058 shares; 2023Q1: 5,058 shares 5,058 $547K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,527 shares; 2022Q4: 8,670 shares; 2023Q1: 8,670 shares 8,670 $546K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,834 shares; 2022Q4: 2,570 shares; 2023Q1: 2,570 shares 2,570 $535K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 993 shares; 2022Q4: 981 shares; 2023Q1: 981 shares 981 $535K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,237 shares; 2022Q4: 3,178 shares; 2023Q1: 3,178 shares 3,178 $534K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,260 shares; 2022Q4: 4,139 shares; 2023Q1: 4,139 shares 4,139 $528K 0.01% 0 Timeline TRITON INTL LTD TRITON INTL LTD More: the full row for TRITON INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,664 shares; 2022Q4: 7,664 shares; 2023Q1: 7,664 shares 7,664 $527K 0.01% 0 EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,340 shares; 2022Q4: 9,918 shares; 2023Q1: 9,918 shares 9,918 $526K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10,530 shares; 2023Q1: 10,530 shares 10,530 $521K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,494 shares; 2022Q4: 10,332 shares; 2023Q1: 10,332 shares 10,332 $521K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,830 shares; 2022Q4: 11,482 shares; 2023Q1: 11,482 shares 11,482 $519K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,262 shares; 2022Q4: 5,204 shares; 2023Q1: 5,204 shares 5,204 $518K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,501 shares; 2022Q4: 8,151 shares; 2023Q1: 8,151 shares 8,151 $517K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,616 shares; 2022Q4: 3,689 shares; 2023Q1: 3,689 shares 3,689 $512K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,097 shares; 2022Q4: 3,487 shares; 2023Q1: 3,487 shares 3,487 $509K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,312 shares; 2022Q4: 4,316 shares; 2023Q1: 4,316 shares 4,316 $507K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,659 shares; 2022Q4: 3,659 shares; 2023Q1: 3,659 shares 3,659 $505K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,393 shares; 2022Q4: 25,000 shares; 2023Q1: 25,000 shares 25,000 $496K 0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,123 shares; 2022Q4: 10,123 shares; 2023Q1: 10,123 shares 10,123 $490K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,938 shares; 2022Q4: 8,861 shares; 2023Q1: 8,861 shares 8,861 $489K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 336 shares; 2022Q4: 352 shares; 2023Q1: 352 shares 352 $488K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,631 shares; 2022Q4: 8,900 shares; 2023Q1: 8,900 shares 8,900 $488K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,433 shares; 2022Q4: 1,429 shares; 2023Q1: 1,429 shares 1,429 $485K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,275 shares; 2022Q4: 9,407 shares; 2023Q1: 9,407 shares 9,407 $481K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,375 shares; 2022Q4: 3,647 shares; 2023Q1: 3,647 shares 3,647 $481K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,460 shares; 2022Q4: 10,710 shares; 2023Q1: 10,710 shares 10,710 $480K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,444 shares; 2022Q4: 3,950 shares; 2023Q1: 3,950 shares 3,950 $476K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,343 shares; 2022Q4: 7,484 shares; 2023Q1: 7,484 shares 7,484 $476K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,889 shares; 2022Q4: 5,649 shares; 2023Q1: 5,649 shares 5,649 $474K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,205 shares; 2022Q4: 13,474 shares; 2023Q1: 13,474 shares 13,474 $471K 0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,922 shares; 2022Q4: 27,922 shares; 2023Q1: 27,922 shares 27,922 $470K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,088 shares; 2022Q4: 5,466 shares; 2023Q1: 5,466 shares 5,466 $469K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,978 shares; 2022Q4: 5,636 shares; 2023Q1: 5,636 shares 5,636 $464K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 12,301 shares; 2023Q1: 12,301 shares 12,301 $464K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,032 shares; 2022Q4: 5,925 shares; 2023Q1: 5,925 shares 5,925 $463K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,675 shares; 2022Q4: 7,642 shares; 2023Q1: 7,642 shares 7,642 $459K 0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 40,348 shares; 2022Q4: 37,692 shares; 2023Q1: 37,692 shares 37,692 $459K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,765 shares; 2022Q4: 16,964 shares; 2023Q1: 16,964 shares 16,964 $456K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,890 shares; 2022Q4: 6,630 shares; 2023Q1: 6,630 shares 6,630 $455K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 184 shares; 2022Q4: 184 shares; 2023Q1: 184 shares 184 $454K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,178 shares; 2022Q4: 4,178 shares; 2023Q1: 4,178 shares 4,178 $453K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,237 shares; 2022Q4: 3,122 shares; 2023Q1: 3,122 shares 3,122 $453K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,239 shares; 2022Q4: 6,308 shares; 2023Q1: 6,308 shares 6,308 $449K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,639 shares; 2022Q4: 3,519 shares; 2023Q1: 3,519 shares 3,519 $446K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,325 shares; 2022Q4: 2,469 shares; 2023Q1: 2,469 shares 2,469 $443K 0.01% 0 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 101,548 shares; 2023Q1: 101,548 shares 101,548 $439K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,781 shares; 2022Q4: 3,808 shares; 2023Q1: 3,808 shares 3,808 $437K 0.01% 0 VOOV 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,271 shares; 2022Q4: 3,116 shares; 2023Q1: 3,116 shares 3,116 $436K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,569 shares; 2022Q4: 3,099 shares; 2023Q1: 3,099 shares 3,099 $435K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,245 shares; 2022Q4: 7,393 shares; 2023Q1: 7,393 shares 7,393 $435K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,342 shares; 2022Q4: 6,085 shares; 2023Q1: 6,085 shares 6,085 $433K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 811 shares; 2022Q4: 777 shares; 2023Q1: 777 shares 777 $432K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,117 shares; 2022Q4: 9,619 shares; 2023Q1: 9,619 shares 9,619 $429K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,821 shares; 2022Q4: 6,302 shares; 2023Q1: 6,302 shares 6,302 $427K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,850 shares; 2022Q4: 1,746 shares; 2023Q1: 1,746 shares 1,746 $427K 0.01% 0 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,557 shares; 2022Q4: 5,575 shares; 2023Q1: 5,575 shares 5,575 $427K 0.01% 0 SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 18,500 shares; 2023Q1: 18,500 shares 18,500 $425K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,416 shares; 2022Q4: 8,566 shares; 2023Q1: 8,566 shares 8,566 $423K 0.01% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14,321 shares; 2023Q1: 14,321 shares 14,321 $422K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,750 shares; 2022Q4: 23,479 shares; 2023Q1: 23,479 shares 23,479 $419K 0.01% 0 Timeline PRF 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,564 shares; 2022Q4: 2,689 shares; 2023Q1: 2,689 shares 2,689 $417K 0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,854 shares; 2022Q4: 6,691 shares; 2023Q1: 6,691 shares 6,691 $415K 0.01% 0 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,154 shares; 2022Q4: 7,743 shares; 2023Q1: 7,743 shares 7,743 $414K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,424 shares; 2022Q4: 5,294 shares; 2023Q1: 5,294 shares 5,294 $411K 0.01% 0 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,215 shares; 2022Q4: 3,348 shares; 2023Q1: 3,348 shares 3,348 $411K 0.01% 0 SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,627 shares; 2022Q4: 2,653 shares; 2023Q1: 2,653 shares 2,653 $410K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,116 shares; 2022Q4: 3,083 shares; 2023Q1: 3,083 shares 3,083 $410K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 13,052 shares; 2023Q1: 13,052 shares 13,052 $404K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,082 shares; 2022Q4: 4,539 shares; 2023Q1: 4,539 shares 4,539 $400K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,408 shares; 2022Q4: 7,875 shares; 2023Q1: 7,875 shares 7,875 $399K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,979 shares; 2022Q4: 13,979 shares; 2023Q1: 13,979 shares 13,979 $398K 0.01% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,901 shares; 2022Q4: 2,796 shares; 2023Q1: 2,796 shares 2,796 $397K 0.01% 0 XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,014 shares; 2022Q4: 3,583 shares; 2023Q1: 3,583 shares 3,583 $396K 0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,562 shares; 2022Q4: 7,806 shares; 2023Q1: 7,806 shares 7,806 $393K 0.01% 0 AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7,799 shares; 2023Q1: 7,799 shares 7,799 $391K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,854 shares; 2022Q4: 15,864 shares; 2023Q1: 15,864 shares 15,864 $391K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,752 shares; 2022Q4: 3,341 shares; 2023Q1: 3,341 shares 3,341 $388K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,167 shares; 2022Q4: 24,172 shares; 2023Q1: 24,172 shares 24,172 $386K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,795 shares; 2022Q4: 5,406 shares; 2023Q1: 5,406 shares 5,406 $381K 0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22,043 shares; 2022Q4: 25,399 shares; 2023Q1: 25,399 shares 25,399 $381K 0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,532 shares; 2022Q4: 3,532 shares; 2023Q1: 3,532 shares 3,532 $381K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,174 shares; 2022Q4: 8,220 shares; 2023Q1: 8,220 shares 8,220 $380K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,476 shares; 2022Q4: 3,191 shares; 2023Q1: 3,191 shares 3,191 $379K 0.01% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,966 shares; 2022Q4: 7,637 shares; 2023Q1: 7,637 shares 7,637 $374K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,577 shares; 2022Q4: 4,456 shares; 2023Q1: 4,456 shares 4,456 $374K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,592 shares; 2022Q4: 2,840 shares; 2023Q1: 2,840 shares 2,840 $373K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,306 shares; 2022Q4: 1,277 shares; 2023Q1: 1,277 shares 1,277 $369K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,405 shares; 2022Q4: 2,505 shares; 2023Q1: 2,505 shares 2,505 $367K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,402 shares; 2022Q4: 7,201 shares; 2023Q1: 7,201 shares 7,201 $367K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,754 shares; 2022Q4: 2,805 shares; 2023Q1: 2,805 shares 2,805 $362K 0.01% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,043 shares; 2022Q4: 6,829 shares; 2023Q1: 6,829 shares 6,829 $359K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,877 shares; 2022Q4: 1,446 shares; 2023Q1: 1,446 shares 1,446 $359K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,461 shares; 2022Q4: 5,429 shares; 2023Q1: 5,429 shares 5,429 $357K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,888 shares; 2022Q4: 10,827 shares; 2023Q1: 10,827 shares 10,827 $356K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,020 shares; 2023Q1: 3,020 shares 3,020 $355K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,578 shares; 2022Q4: 5,225 shares; 2023Q1: 5,225 shares 5,225 $355K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,037 shares; 2022Q4: 10,175 shares; 2023Q1: 10,175 shares 10,175 $352K 0.01% 0 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,170 shares; 2022Q4: 4,717 shares; 2023Q1: 4,717 shares 4,717 $352K 0.01% 0 DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,243 shares; 2022Q4: 30,295 shares; 2023Q1: 30,295 shares 30,295 $341K 0.01% 0 Timeline EWX 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,920 shares; 2022Q4: 6,931 shares; 2023Q1: 6,931 shares 6,931 $339K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 336 shares; 2022Q4: 256 shares; 2023Q1: 256 shares 256 $337K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,282 shares; 2022Q4: 13,965 shares; 2023Q1: 13,965 shares 13,965 $337K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,765 shares; 2022Q4: 3,834 shares; 2023Q1: 3,834 shares 3,834 $334K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 29,830 shares; 2023Q1: 29,830 shares 29,830 $333K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,449 shares; 2022Q4: 4,399 shares; 2023Q1: 4,399 shares 4,399 $331K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,612 shares; 2022Q4: 5,118 shares; 2023Q1: 5,118 shares 5,118 $328K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,700 shares; 2022Q4: 6,700 shares; 2023Q1: 6,700 shares 6,700 $326K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8,200 shares; 2023Q1: 8,200 shares 8,200 $325K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,592 shares; 2022Q4: 1,537 shares; 2023Q1: 1,537 shares 1,537 $324K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,978 shares; 2022Q4: 10,004 shares; 2023Q1: 10,004 shares 10,004 $320K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,651 shares; 2022Q4: 2,014 shares; 2023Q1: 2,014 shares 2,014 $316K 0.01% 0 Timeline BIO-B BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 760 shares; 2022Q4: 760 shares; 2023Q1: 760 shares 760 $313K 0.01% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20,000 shares; 2022Q4: 20,000 shares; 2023Q1: 20,000 shares 20,000 $310K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,049 shares; 2022Q4: 2,192 shares; 2023Q1: 2,192 shares 2,192 $310K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,143 shares; 2022Q4: 8,991 shares; 2023Q1: 8,991 shares 8,991 $308K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,296 shares; 2022Q4: 5,018 shares; 2023Q1: 5,018 shares 5,018 $307K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,702 shares; 2023Q1: 3,702 shares 3,702 $307K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,395 shares; 2023Q1: 4,395 shares 4,395 $306K 0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,105 shares; 2022Q4: 5,105 shares; 2023Q1: 5,105 shares 5,105 $304K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,897 shares; 2022Q4: 4,897 shares; 2023Q1: 4,897 shares 4,897 $303K 0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 11,962 shares; 2023Q1: 11,962 shares 11,962 $303K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,228 shares; 2023Q1: 2,228 shares 2,228 $302K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,570 shares; 2022Q4: 5,643 shares; 2023Q1: 5,643 shares 5,643 $297K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 623 shares; 2022Q4: 578 shares; 2023Q1: 578 shares 578 $296K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,204 shares; 2022Q4: 1,205 shares; 2023Q1: 1,205 shares 1,205 $295K 0.01% 0 Timeline LUTHER BURBANK CORP LUTHER BURBANK CORP More: the full row for LUTHER BURBANK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32,438 shares; 2022Q4: 26,479 shares; 2023Q1: 26,479 shares 26,479 $294K 0.01% 0 GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,008 shares; 2022Q4: 8,352 shares; 2023Q1: 8,352 shares 8,352 $293K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 76,949 shares; 2022Q4: 43,310 shares; 2023Q1: 43,310 shares 43,310 $293K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,864 shares; 2022Q4: 9,851 shares; 2023Q1: 9,851 shares 9,851 $288K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,253 shares; 2022Q4: 3,049 shares; 2023Q1: 3,049 shares 3,049 $286K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,339 shares; 2022Q4: 4,346 shares; 2023Q1: 4,346 shares 4,346 $286K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,971 shares; 2022Q4: 13,209 shares; 2023Q1: 13,209 shares 13,209 $285K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 31,910 shares; 2022Q4: 31,210 shares; 2023Q1: 31,210 shares 31,210 $285K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,262 shares; 2022Q4: 3,417 shares; 2023Q1: 3,417 shares 3,417 $280K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,305 shares; 2022Q4: 2,326 shares; 2023Q1: 2,326 shares 2,326 $279K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,633 shares; 2022Q4: 8,633 shares; 2023Q1: 8,633 shares 8,633 $278K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,824 shares; 2022Q4: 4,333 shares; 2023Q1: 4,333 shares 4,333 $277K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,108 shares; 2022Q4: 2,042 shares; 2023Q1: 2,042 shares 2,042 $277K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7,957 shares; 2023Q1: 7,957 shares 7,957 $276K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,255 shares; 2022Q4: 28,969 shares; 2023Q1: 28,969 shares 28,969 $275K <0.01% 0 Timeline