EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 497,081 shares; 2020Q2: 497,923 shares; 2020Q3: 503,668 shares 503,668 $45.3M 5.16% +5,745 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 124,642 shares; 2020Q2: 118,552 shares; 2020Q3: 116,748 shares 116,748 $24.6M 2.8% -1,804 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 68,275 shares; 2020Q2: 70,119 shares; 2020Q3: 72,223 shares 72,223 $24.3M 2.77% +2,104 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 358,494 shares; 2020Q2: 359,053 shares; 2020Q3: 380,363 shares 380,363 $24.2M 2.76% +21,310 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 98,659 shares; 2020Q2: not reported; 2020Q3: 102,033 shares 102,033 $22.1M 2.52% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 163,054 shares; 2020Q2: 158,804 shares; 2020Q3: 157,694 shares 157,694 $22.1M 2.52% -1,110 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 347,702 shares; 2020Q2: not reported; 2020Q3: 389,702 shares 389,702 $20.3M 2.32% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 87,000 shares; 2020Q2: 108,452 shares; 2020Q3: 117,979 shares 117,979 $20.1M 2.29% +9,527 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,820 shares; 2020Q2: 39,569 shares; 2020Q3: 154,319 shares 154,319 $17.9M 2.04% +114,750 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 70,468 shares; 2020Q2: 68,262 shares; 2020Q3: 67,167 shares 67,167 $17.1M 1.95% -1,095 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 308,431 shares; 2020Q2: 299,670 shares; 2020Q3: 308,584 shares 308,584 $16M 1.82% +8,914 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 258,279 shares; 2020Q2: not reported; 2020Q3: 224,438 shares 224,438 $13.9M 1.59% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 89,849 shares; 2020Q2: 85,534 shares; 2020Q3: 85,254 shares 85,254 $13.4M 1.53% -280 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 32,979 shares; 2020Q2: 56,376 shares; 2020Q3: 58,004 shares 58,004 $12.4M 1.41% +1,628 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 87,037 shares; 2020Q2: 86,926 shares; 2020Q3: 86,926 shares 86,926 $12.1M 1.38% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,909 shares; 2020Q2: 36,323 shares; 2020Q3: 35,966 shares 35,966 $12M 1.37% -357 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 303,908 shares; 2020Q2: 302,208 shares; 2020Q3: 300,637 shares 300,637 $11.8M 1.35% -1,571 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 66,480 shares; 2020Q2: 73,500 shares; 2020Q3: 75,710 shares 75,710 $11.8M 1.34% +2,210 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 74,744 shares; 2020Q2: 72,366 shares; 2020Q3: 69,146 shares 69,146 $11.5M 1.31% -3,220 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 63,774 shares; 2020Q2: 60,873 shares; 2020Q3: 58,857 shares 58,857 $11.4M 1.3% -2,016 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 246,043 shares; 2020Q2: not reported; 2020Q3: 135,928 shares 135,928 $11.3M 1.28% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 295,906 shares; 2020Q2: 290,290 shares; 2020Q3: 285,736 shares 285,736 $10.5M 1.2% -4,554 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 129,397 shares; 2020Q2: 134,976 shares; 2020Q3: 125,417 shares 125,417 $10.2M 1.16% -9,559 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 114,738 shares; 2020Q2: 112,777 shares; 2020Q3: 111,710 shares 111,710 $9.27M 1.06% -1,067 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 50,822 shares; 2020Q2: 70,343 shares; 2020Q3: 69,402 shares 69,402 $8.93M 1.02% -941 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,274 shares; 2020Q2: 25,846 shares; 2020Q3: 25,891 shares 25,891 $8.77M 1% +45 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 24,472 shares; 2020Q2: 173,142 shares; 2020Q3: 173,129 shares 173,129 $8.73M 1% -13 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 154,705 shares; 2020Q2: 145,977 shares; 2020Q3: 143,087 shares 143,087 $8.36M 0.95% -2,890 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 72,159 shares; 2020Q2: 69,754 shares; 2020Q3: 67,897 shares 67,897 $8.26M 0.94% -1,857 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 146,971 shares; 2020Q3: 143,284 shares 143,284 $8.24M 0.94% -3,687 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 128,188 shares; 2020Q2: 121,368 shares; 2020Q3: 117,543 shares 117,543 $8.24M 0.94% -3,825 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,772 shares; 2020Q2: 22,629 shares; 2020Q3: 22,072 shares 22,072 $8.04M 0.92% -557 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 276,318 shares; 2020Q2: 272,767 shares; 2020Q3: 281,345 shares 281,345 $8.02M 0.91% +8,578 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 162,480 shares; 2020Q2: 233,749 shares; 2020Q3: 230,471 shares 230,471 $7.92M 0.9% -3,278 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 52,425 shares; 2020Q2: 52,518 shares; 2020Q3: 53,016 shares 53,016 $7.89M 0.9% +498 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 19,091 shares; 2020Q2: 17,456 shares; 2020Q3: 17,327 shares 17,327 $7.65M 0.87% -129 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 176,727 shares; 2020Q2: 168,336 shares; 2020Q3: 164,416 shares 164,416 $7.64M 0.87% -3,920 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 110,549 shares; 2020Q2: 108,112 shares; 2020Q3: 105,568 shares 105,568 $7.6M 0.87% -2,544 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,170 shares; 2020Q2: 5,022 shares; 2020Q3: 5,043 shares 5,043 $7.41M 0.84% +21 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 55,743 shares; 2020Q2: 54,091 shares; 2020Q3: 53,451 shares 53,451 $7.36M 0.84% -640 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 66,350 shares; 2020Q2: 63,043 shares; 2020Q3: 61,343 shares 61,343 $7.02M 0.8% -1,700 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 87,954 shares; 2020Q2: not reported; 2020Q3: 136,157 shares 136,157 $6.79M 0.77% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 48,560 shares; 2020Q2: not reported; 2020Q3: 46,467 shares 46,467 $6.79M 0.77% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 67,682 shares; 2020Q2: 65,484 shares; 2020Q3: 64,777 shares 64,777 $6.73M 0.77% -707 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 53,458 shares; 2020Q2: 53,249 shares; 2020Q3: 52,950 shares 52,950 $6.57M 0.75% -299 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 25,635 shares; 2020Q2: 25,975 shares; 2020Q3: 25,548 shares 25,548 $6.43M 0.73% -427 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 111,348 shares; 2020Q2: 103,074 shares; 2020Q3: 99,584 shares 99,584 $6.33M 0.72% -3,490 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 130,119 shares; 2020Q2: 127,077 shares; 2020Q3: 125,162 shares 125,162 $6.32M 0.72% -1,915 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 23,679 shares; 2020Q2: 22,887 shares; 2020Q3: 22,697 shares 22,697 $6.3M 0.72% -190 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 32,204 shares; 2020Q2: not reported; 2020Q3: 41,049 shares 41,049 $6.15M 0.7% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 53,147 shares; 2020Q2: not reported; 2020Q3: 49,476 shares 49,476 $5.84M 0.67% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 178,759 shares; 2020Q2: 174,981 shares; 2020Q3: 170,786 shares 170,786 $5.73M 0.65% -4,195 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,634 shares; 2020Q2: 1,710 shares; 2020Q3: 1,770 shares 1,770 $5.57M 0.64% +60 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 101,889 shares; 2020Q2: 92,763 shares; 2020Q3: 91,920 shares 91,920 $5.54M 0.63% -843 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 230,402 shares; 2020Q2: 261,087 shares; 2020Q3: 255,022 shares 255,022 $5.49M 0.63% -6,065 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 118,218 shares; 2020Q2: 113,299 shares; 2020Q3: 110,052 shares 110,052 $5.45M 0.62% -3,247 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 116,447 shares; 2020Q2: 103,464 shares; 2020Q3: 103,062 shares 103,062 $5.44M 0.62% -402 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,723 shares; 2020Q2: 4,458 shares; 2020Q3: 24,562 shares 24,562 $5.26M 0.6% +20,104 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,546 shares; 2020Q2: 12,901 shares; 2020Q3: 77,566 shares 77,566 $5.09M 0.58% +64,665 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 99,248 shares; 2020Q2: not reported; 2020Q3: 112,478 shares 112,478 $4.96M 0.57% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 94,583 shares; 2020Q2: 95,828 shares; 2020Q3: 94,608 shares 94,608 $4.83M 0.55% -1,220 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,738 shares; 2020Q2: 20,152 shares; 2020Q3: 36,463 shares 36,463 $4.61M 0.53% +16,311 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 45,503 shares; 2020Q3: 44,668 shares 44,668 $4.5M 0.51% -835 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 117,359 shares; 2020Q2: 118,802 shares; 2020Q3: 51,300 shares 51,300 $4.44M 0.51% -67,502 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 148,475 shares; 2020Q2: 89,080 shares; 2020Q3: 82,887 shares 82,887 $4.32M 0.49% -6,193 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 66,029 shares; 2020Q2: not reported; 2020Q3: 36,223 shares 36,223 $4.28M 0.49% new Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 162,203 shares; 2020Q2: 175,896 shares; 2020Q3: 172,076 shares 172,076 $4.17M 0.48% -3,820 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 90,793 shares; 2020Q2: 89,163 shares; 2020Q3: 87,095 shares 87,095 $4.1M 0.47% -2,068 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 39,454 shares; 2020Q2: not reported; 2020Q3: 266,280 shares 266,280 $3.99M 0.45% new NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 48,453 shares; 2020Q2: 45,569 shares; 2020Q3: 44,782 shares 44,782 $3.89M 0.44% -787 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 56,754 shares; 2020Q2: 53,667 shares; 2020Q3: 52,224 shares 52,224 $3.75M 0.43% -1,443 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 38,895 shares; 2020Q2: 37,354 shares; 2020Q3: 36,269 shares 36,269 $3.7M 0.42% -1,085 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 39,459 shares; 2020Q3: 38,714 shares 38,714 $3.68M 0.42% -745 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 286,403 shares; 2020Q2: 274,829 shares; 2020Q3: 261,044 shares 261,044 $3.5M 0.4% -13,785 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 19,196 shares; 2020Q2: not reported; 2020Q3: 18,421 shares 18,421 $3.41M 0.39% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 60,753 shares; 2020Q2: 66,244 shares; 2020Q3: 64,838 shares 64,838 $3.21M 0.37% -1,406 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 38,385 shares; 2020Q3: 37,795 shares 37,795 $3.13M 0.36% -590 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 61,261 shares; 2020Q2: 60,146 shares; 2020Q3: 58,566 shares 58,566 $3.04M 0.35% -1,580 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 24,860 shares; 2020Q2: 23,483 shares; 2020Q3: 23,239 shares 23,239 $2.92M 0.33% -244 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,111 shares; 2020Q2: not reported; 2020Q3: 12,894 shares 12,894 $2.86M 0.33% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 96,403 shares; 2020Q2: 42,231 shares; 2020Q3: 39,395 shares 39,395 $2.84M 0.32% -2,836 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,602 shares; 2020Q2: 10,230 shares; 2020Q3: 10,210 shares 10,210 $2.83M 0.32% -20 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 15,386 shares; 2020Q2: 15,056 shares; 2020Q3: 14,826 shares 14,826 $2.79M 0.32% -230 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,225 shares; 2020Q2: 7,745 shares; 2020Q3: 7,692 shares 7,692 $2.73M 0.31% -53 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 108,362 shares; 2020Q2: not reported; 2020Q3: 125,966 shares 125,966 $2.72M 0.31% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 25,037 shares; 2020Q2: 22,791 shares; 2020Q3: 22,726 shares 22,726 $2.7M 0.31% -65 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,329 shares; 2020Q2: 23,592 shares; 2020Q3: 24,191 shares 24,191 $2.63M 0.3% +599 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 43,609 shares; 2020Q2: not reported; 2020Q3: 42,811 shares 42,811 $2.6M 0.3% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,696 shares; 2020Q2: 25,592 shares; 2020Q3: 26,338 shares 26,338 $2.54M 0.29% +746 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 17,967 shares; 2020Q2: 18,187 shares; 2020Q3: 18,249 shares 18,249 $2.53M 0.29% +62 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,219 shares; 2020Q2: 11,647 shares; 2020Q3: 12,437 shares 12,437 $2.45M 0.28% +790 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,424 shares; 2020Q2: 26,434 shares; 2020Q3: 26,399 shares 26,399 $2.45M 0.28% -35 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 80,609 shares; 2020Q2: 73,542 shares; 2020Q3: 71,328 shares 71,328 $2.45M 0.28% -2,214 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 38,347 shares; 2020Q2: 44,761 shares; 2020Q3: 42,846 shares 42,846 $2.41M 0.27% -1,915 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 25,340 shares; 2020Q2: 31,095 shares; 2020Q3: 40,572 shares 40,572 $2.33M 0.27% +9,477 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,524 shares; 2020Q2: 22,905 shares; 2020Q3: 42,729 shares 42,729 $2.33M 0.27% +19,824 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 30,481 shares; 2020Q2: not reported; 2020Q3: 32,339 shares 32,339 $2.27M 0.26% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,911 shares; 2020Q2: 14,100 shares; 2020Q3: 13,951 shares 13,951 $2.23M 0.25% -149 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,561 shares; 2020Q2: 1,484 shares; 2020Q3: 1,476 shares 1,476 $2.16M 0.25% -8 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 46,652 shares; 2020Q2: not reported; 2020Q3: 34,905 shares 34,905 $2.15M 0.25% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 96,142 shares; 2020Q2: not reported; 2020Q3: 57,488 shares 57,488 $2.11M 0.24% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,399 shares; 2020Q2: 6,929 shares; 2020Q3: 6,929 shares 6,929 $2.09M 0.24% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 91,800 shares; 2020Q2: 91,800 shares; 2020Q3: 91,800 shares 91,800 $2.07M 0.24% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,191 shares; 2020Q2: 5,894 shares; 2020Q3: 6,087 shares 6,087 $2.06M 0.23% +193 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 30,825 shares; 2020Q3: 31,044 shares 31,044 $1.94M 0.22% +219 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 25,884 shares; 2020Q2: not reported; 2020Q3: 19,235 shares 19,235 $1.91M 0.22% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,912 shares; 2020Q2: 9,050 shares; 2020Q3: 9,539 shares 9,539 $1.91M 0.22% +489 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,918 shares; 2020Q2: 8,289 shares; 2020Q3: 8,606 shares 8,606 $1.89M 0.22% +317 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 34,748 shares; 2020Q2: 35,668 shares; 2020Q3: 36,539 shares 36,539 $1.8M 0.21% +871 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,393 shares; 2020Q2: not reported; 2020Q3: 7,389 shares 7,389 $1.77M 0.2% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 26,893 shares; 2020Q2: 24,470 shares; 2020Q3: 29,438 shares 29,438 $1.76M 0.2% +4,968 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,183 shares; 2020Q2: 6,454 shares; 2020Q3: 6,705 shares 6,705 $1.76M 0.2% +251 Timeline PID 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 185,522 shares; 2020Q2: 159,346 shares; 2020Q3: 135,695 shares 135,695 $1.72M 0.2% -23,651 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,620 shares; 2020Q2: 7,375 shares; 2020Q3: 14,330 shares 14,330 $1.61M 0.18% +6,955 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 24,368 shares; 2020Q2: 26,192 shares; 2020Q3: 26,354 shares 26,354 $1.57M 0.18% +162 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,265 shares; 2020Q2: 4,275 shares; 2020Q3: 5,520 shares 5,520 $1.53M 0.17% +1,245 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 41,028 shares; 2020Q2: not reported; 2020Q3: 32,827 shares 32,827 $1.42M 0.16% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,483 shares; 2020Q2: 2,642 shares; 2020Q3: 2,450 shares 2,450 $1.38M 0.16% -192 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,317 shares; 2020Q2: not reported; 2020Q3: 11,246 shares 11,246 $1.38M 0.16% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,451 shares; 2020Q2: 21,758 shares; 2020Q3: 21,362 shares 21,362 $1.29M 0.15% -396 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,775 shares; 2020Q2: 13,027 shares; 2020Q3: 14,943 shares 14,943 $1.28M 0.15% +1,916 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,671 shares; 2020Q2: 8,287 shares; 2020Q3: 8,566 shares 8,566 $1.28M 0.15% +279 Timeline RSPT 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,148 shares; 2020Q2: 5,500 shares; 2020Q3: 6,060 shares 6,060 $1.28M 0.15% +560 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,500 shares; 2020Q2: 7,500 shares; 2020Q3: 8,655 shares 8,655 $1.27M 0.15% +1,155 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,005 shares; 2020Q2: not reported; 2020Q3: 7,087 shares 7,087 $1.23M 0.14% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 50,385 shares; 2020Q2: 50,578 shares; 2020Q3: 50,559 shares 50,559 $1.19M 0.14% -19 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 45,100 shares; 2020Q2: 46,039 shares; 2020Q3: 48,534 shares 48,534 $1.17M 0.13% +2,495 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,835 shares; 2020Q3: 4,090 shares 4,090 $1.14M 0.13% +1,255 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,806 shares; 2020Q2: not reported; 2020Q3: 8,418 shares 8,418 $1.13M 0.13% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,883 shares; 2020Q2: 3,197 shares; 2020Q3: 3,529 shares 3,529 $1.1M 0.13% +332 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,822 shares; 2020Q2: 44,107 shares; 2020Q3: 45,351 shares 45,351 $1.09M 0.12% +1,244 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 23,000 shares; 2020Q2: 23,000 shares; 2020Q3: 23,000 shares 23,000 $1.04M 0.12% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,115 shares; 2020Q2: 5,683 shares; 2020Q3: 6,765 shares 6,765 $966K 0.11% +1,082 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,167 shares; 2020Q2: 1,741 shares; 2020Q3: 1,957 shares 1,957 $960K 0.11% +216 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,446 shares; 2020Q2: 3,994 shares; 2020Q3: 4,536 shares 4,536 $945K 0.11% +542 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,888 shares; 2020Q2: 12,728 shares; 2020Q3: 12,983 shares 12,983 $939K 0.11% +255 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,380 shares; 2020Q2: 11,989 shares; 2020Q3: 8,550 shares 8,550 $924K 0.11% -3,439 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,670 shares; 2020Q2: not reported; 2020Q3: 4,670 shares 4,670 $914K 0.1% new Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 49,524 shares; 2020Q2: 49,524 shares; 2020Q3: 49,834 shares 49,834 $896K 0.1% +310 VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 41,601 shares; 2020Q2: 41,065 shares; 2020Q3: 39,120 shares 39,120 $867K 0.1% -1,945 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,466 shares; 2020Q2: 25,424 shares; 2020Q3: 23,894 shares 23,894 $856K 0.1% -1,530 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 33,028 shares; 2020Q2: 32,973 shares; 2020Q3: 33,661 shares 33,661 $847K 0.1% +688 VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,710 shares 3,710 $827K 0.09% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 960 shares; 2020Q2: 1,541 shares; 2020Q3: 2,140 shares 2,140 $820K 0.09% +599 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 16,040 shares 16,040 $819K 0.09% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 16,836 shares; 2020Q2: 16,539 shares; 2020Q3: 17,367 shares 17,367 $803K 0.09% +828 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 25,144 shares; 2020Q3: 26,205 shares 26,205 $801K 0.09% +1,061 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,335 shares; 2020Q2: 1,478 shares; 2020Q3: 1,547 shares 1,547 $774K 0.09% +69 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 27,821 shares; 2020Q2: 26,955 shares; 2020Q3: 26,346 shares 26,346 $759K 0.09% -609 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 28,469 shares; 2020Q2: 23,390 shares; 2020Q3: 22,710 shares 22,710 $746K 0.09% -680 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,618 shares; 2020Q2: 3,993 shares; 2020Q3: 4,148 shares 4,148 $735K 0.08% +155 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,700 shares; 2020Q2: 9,025 shares; 2020Q3: 9,180 shares 9,180 $707K 0.08% +155 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,585 shares; 2020Q2: 3,855 shares; 2020Q3: 3,965 shares 3,965 $699K 0.08% +110 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares; 2020Q3: 3,800 shares 3,800 $687K 0.08% +1,000 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,205 shares; 2020Q2: 6,618 shares; 2020Q3: 7,203 shares 7,203 $674K 0.08% +585 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,766 shares; 2020Q2: 8,641 shares; 2020Q3: 8,661 shares 8,661 $668K 0.08% +20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,270 shares; 2020Q2: 4,205 shares; 2020Q3: 4,040 shares 4,040 $667K 0.08% -165 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,570 shares; 2020Q2: 23,749 shares; 2020Q3: 22,095 shares 22,095 $661K 0.08% -1,654 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,033 shares; 2020Q2: 5,988 shares; 2020Q3: 5,668 shares 5,668 $661K 0.08% -320 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 2 shares 2 $640K 0.07% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,225 shares; 2020Q2: 3,801 shares; 2020Q3: 3,831 shares 3,831 $634K 0.07% +30 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,286 shares; 2020Q2: 4,411 shares; 2020Q3: 5,383 shares 5,383 $633K 0.07% +972 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,832 shares; 2020Q2: 11,596 shares; 2020Q3: 11,105 shares 11,105 $617K 0.07% -491 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,549 shares; 2020Q2: 4,064 shares; 2020Q3: 4,024 shares 4,024 $594K 0.07% -40 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,656 shares 11,656 $589K 0.07% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 58,661 shares; 2020Q2: 60,771 shares; 2020Q3: 61,396 shares 61,396 $579K 0.07% +625 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares 5,300 $559K 0.06% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,482 shares; 2020Q2: 9,647 shares; 2020Q3: 10,292 shares 10,292 $559K 0.06% +645 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,510 shares; 2020Q2: 5,510 shares; 2020Q3: 5,460 shares 5,460 $556K 0.06% -50 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 44,837 shares; 2020Q2: 32,740 shares; 2020Q3: 30,600 shares 30,600 $535K 0.06% -2,140 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,592 shares; 2020Q2: 11,592 shares; 2020Q3: 11,592 shares 11,592 $531K 0.06% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,038 shares; 2020Q2: 6,611 shares; 2020Q3: 6,370 shares 6,370 $529K 0.06% -241 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,802 shares 13,802 $503K 0.06% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,735 shares; 2020Q2: 5,749 shares; 2020Q3: 5,703 shares 5,703 $499K 0.06% -46 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,700 shares; 2020Q2: 2,250 shares; 2020Q3: 2,250 shares 2,250 $499K 0.06% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,689 shares; 2020Q2: 7,437 shares; 2020Q3: 6,237 shares 6,237 $498K 0.06% -1,200 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,232 shares; 2020Q2: not reported; 2020Q3: 4,220 shares 4,220 $489K 0.06% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,451 shares; 2020Q2: 2,656 shares; 2020Q3: 2,954 shares 2,954 $486K 0.06% +298 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,283 shares; 2020Q2: 1,238 shares; 2020Q3: 1,238 shares 1,238 $446K 0.05% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 52,500 shares; 2020Q2: 40,780 shares; 2020Q3: 37,655 shares 37,655 $434K 0.05% -3,125 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,774 shares; 2020Q2: 9,934 shares; 2020Q3: 12,143 shares 12,143 $428K 0.05% +2,209 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 466 shares; 2020Q2: 486 shares; 2020Q3: 538 shares 538 $382K 0.04% +52 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,425 shares 1,425 $381K 0.04% new Timeline RPV 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,865 shares; 2020Q2: 10,745 shares; 2020Q3: 7,545 shares 7,545 $370K 0.04% -3,200 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,931 shares; 2020Q2: 6,006 shares; 2020Q3: 6,262 shares 6,262 $360K 0.04% +256 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,700 shares; 2020Q2: 1,700 shares; 2020Q3: 1,700 shares 1,700 $357K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,087 shares; 2020Q2: 18,087 shares; 2020Q3: 17,652 shares 17,652 $347K 0.04% -435 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,269 shares; 2020Q3: 4,219 shares 4,219 $346K 0.04% -50 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,125 shares; 2020Q2: 1,125 shares; 2020Q3: 1,125 shares 1,125 $346K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,561 shares; 2020Q2: 4,561 shares; 2020Q3: 4,561 shares 4,561 $342K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,825 shares 1,825 $342K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,897 shares; 2020Q2: 22,897 shares; 2020Q3: 21,380 shares 21,380 $338K 0.04% -1,517 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,941 shares; 2020Q2: 4,727 shares; 2020Q3: 5,280 shares 5,280 $334K 0.04% +553 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares 3,000 $317K 0.04% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,624 shares; 2020Q2: 13,624 shares; 2020Q3: 13,624 shares 13,624 $312K 0.04% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,800 shares; 2020Q3: 2,800 shares 2,800 $309K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 11,338 shares; 2020Q3: 11,338 shares 11,338 $303K 0.03% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 213,279 shares; 2020Q2: 9,850 shares; 2020Q3: 8,430 shares 8,430 $301K 0.03% -1,420 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,200 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares 2,150 $300K 0.03% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,150 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares 2,150 $298K 0.03% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,967 shares; 2020Q2: 1,967 shares; 2020Q3: 1,967 shares 1,967 $291K 0.03% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,440 shares; 2020Q2: 5,140 shares; 2020Q3: 4,465 shares 4,465 $284K 0.03% -675 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 611 shares; 2020Q3: 611 shares 611 $282K 0.03% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 936 shares; 2020Q3: 936 shares 936 $279K 0.03% 0 Timeline RSPH 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,480 shares; 2020Q2: 1,185 shares; 2020Q3: 1,145 shares 1,145 $270K 0.03% -40 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,647 shares; 2020Q2: 2,430 shares; 2020Q3: 2,380 shares 2,380 $269K 0.03% -50 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,093 shares; 2020Q2: 17,263 shares; 2020Q3: 14,921 shares 14,921 $269K 0.03% -2,342 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,350 shares; 2020Q2: not reported; 2020Q3: 6,350 shares 6,350 $264K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,310 shares; 2020Q2: not reported; 2020Q3: 3,210 shares 3,210 $261K 0.03% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,056 shares; 2020Q2: 5,056 shares; 2020Q3: 5,256 shares 5,256 $258K 0.03% +200 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,112 shares; 2020Q2: 4,154 shares; 2020Q3: 4,154 shares 4,154 $256K 0.03% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 31,879 shares; 2020Q2: 25,147 shares; 2020Q3: 23,108 shares 23,108 $256K 0.03% -2,039 XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,272 shares; 2020Q3: 4,272 shares 4,272 $254K 0.03% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,070 shares; 2020Q3: 1,987 shares 1,987 $251K 0.03% -83 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,832 shares 1,832 $247K 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,070 shares; 2020Q3: 3,070 shares 3,070 $245K 0.03% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,350 shares; 2020Q2: not reported; 2020Q3: 9,350 shares 9,350 $240K 0.03% new CARDIOVASCULAR SYSTEMS INC CARDIOVASCULAR SYSTEMS INC More: the full row for CARDIOVASCULAR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: not reported; 2020Q3: 6,000 shares 6,000 $236K 0.03% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,675 shares 5,675 $232K 0.03% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,000 shares 2,000 $230K 0.03% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,035 shares 10,035 $222K 0.03% new Timeline COVETRUS INC COVETRUS INC More: the full row for COVETRUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,068 shares; 2020Q2: 10,500 shares; 2020Q3: 9,100 shares 9,100 $222K 0.03% -1,400 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,533 shares 3,533 $220K 0.03% new 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,256 shares 5,256 $215K 0.02% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,162 shares; 2020Q2: not reported; 2020Q3: 5,610 shares 5,610 $213K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,034 shares; 2020Q2: 1,585 shares; 2020Q3: 1,440 shares 1,440 $208K 0.02% -145 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,514 shares 2,514 $200K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,947 shares; 2020Q2: 12,954 shares; 2020Q3: 11,393 shares 11,393 $177K 0.02% -1,561 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,164 shares; 2020Q2: 14,248 shares; 2020Q3: 14,164 shares 14,164 $175K 0.02% -84 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,170 shares; 2020Q2: 11,265 shares; 2020Q3: 10,635 shares 10,635 $170K 0.02% -630 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,171 shares; 2020Q2: 21,481 shares; 2020Q3: 20,881 shares 20,881 $130K 0.01% -600 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,517 shares; 2020Q2: 12,517 shares; 2020Q3: 10,543 shares 10,543 $57K 0.01% -1,974 Timeline