MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 162,704 shares; 2021Q2: 141,617 shares; 2021Q3: 141,617 shares; 2021Q4: 141,921 shares 141,921 $47.7M 5.4% +304 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,114 shares; 2021Q2: 9,870 shares; 2021Q3: 9,870 shares; 2021Q4: 10,000 shares 10,000 $29M 3.28% +130 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 63,531 shares; 2021Q2: 60,824 shares; 2021Q3: 60,824 shares; 2021Q4: 61,104 shares 61,104 $25.4M 2.87% +280 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 133,870 shares; 2021Q2: 134,985 shares; 2021Q3: 134,985 shares; 2021Q4: 135,840 shares 135,840 $23.5M 2.66% +855 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 360,140 shares; 2021Q2: 345,687 shares; 2021Q3: 345,687 shares; 2021Q4: 348,502 shares 348,502 $22.1M 2.5% +2,815 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 138,884 shares; 2021Q2: 135,048 shares; 2021Q3: 135,048 shares; 2021Q4: 138,481 shares 138,481 $21.9M 2.48% +3,433 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 136,308 shares; 2021Q2: 136,308 shares; 2021Q3: 136,308 shares; 2021Q4: 135,823 shares 135,823 $21.7M 2.45% -485 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 59,289 shares; 2021Q2: 58,804 shares; 2021Q3: 58,804 shares; 2021Q4: 60,371 shares 60,371 $19.9M 2.25% +1,567 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 218,159 shares; 2021Q2: 218,784 shares; 2021Q3: 218,784 shares; 2021Q4: 220,204 shares 220,204 $19.2M 2.17% +1,420 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 61,090 shares; 2021Q2: 60,965 shares; 2021Q3: 60,965 shares; 2021Q4: 61,821 shares 61,821 $18.5M 2.09% +856 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 34,590 shares; 2021Q2: 34,775 shares; 2021Q3: 34,775 shares; 2021Q4: 36,340 shares 36,340 $18.2M 2.06% +1,565 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 228,942 shares; 2021Q2: 230,577 shares; 2021Q3: 230,577 shares; 2021Q4: 235,311 shares 235,311 $18M 2.04% +4,734 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 252,260 shares; 2021Q2: 251,910 shares; 2021Q3: 251,910 shares; 2021Q4: 253,035 shares 253,035 $16.8M 1.9% +1,125 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 421,910 shares; 2021Q2: 421,597 shares; 2021Q3: 421,597 shares; 2021Q4: 416,214 shares 416,214 $15.7M 1.77% -5,383 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 259,794 shares; 2021Q2: 259,963 shares; 2021Q3: 259,963 shares; 2021Q4: 266,184 shares 266,184 $15.6M 1.76% +6,221 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 278,044 shares; 2021Q2: 278,300 shares; 2021Q3: 278,300 shares; 2021Q4: 295,119 shares 295,119 $14.9M 1.68% +16,819 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 181,700 shares; 2021Q2: 182,450 shares; 2021Q3: 182,450 shares; 2021Q4: 182,245 shares 182,245 $14.8M 1.68% -205 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 69,724 shares; 2021Q2: 69,724 shares; 2021Q3: 69,724 shares; 2021Q4: 69,509 shares 69,509 $14.4M 1.62% -215 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 37,418 shares; 2021Q2: 37,573 shares; 2021Q3: 37,573 shares; 2021Q4: 39,928 shares 39,928 $13.4M 1.52% +2,355 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 164,433 shares 164,433 $13.4M 1.51% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 143,229 shares; 2021Q2: 144,007 shares; 2021Q3: 144,007 shares; 2021Q4: 151,271 shares 151,271 $13M 1.47% +7,264 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 108,993 shares; 2021Q2: 108,966 shares; 2021Q3: 108,966 shares; 2021Q4: 112,851 shares 112,851 $12.7M 1.43% +3,885 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 193,447 shares; 2021Q2: 198,386 shares; 2021Q3: 198,386 shares; 2021Q4: 207,391 shares 207,391 $12.2M 1.39% +9,005 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 177,545 shares; 2021Q2: 177,045 shares; 2021Q3: 177,045 shares; 2021Q4: 177,786 shares 177,786 $12.2M 1.38% +741 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 85,441 shares; 2021Q2: 84,841 shares; 2021Q3: 84,841 shares; 2021Q4: 83,003 shares 83,003 $11.6M 1.32% -1,838 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 148,826 shares; 2021Q2: 145,818 shares; 2021Q3: 145,818 shares; 2021Q4: 145,779 shares 145,779 $11.5M 1.3% -39 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 292,771 shares; 2021Q2: 288,851 shares; 2021Q3: 288,851 shares; 2021Q4: 306,851 shares 306,851 $11M 1.25% +18,000 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 165,000 shares; 2021Q2: 165,975 shares; 2021Q3: 165,975 shares; 2021Q4: 187,352 shares 187,352 $11M 1.24% +21,377 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 25,446 shares; 2021Q2: 25,196 shares; 2021Q3: 25,196 shares; 2021Q4: 23,491 shares 23,491 $10.8M 1.22% -1,705 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 221,710 shares; 2021Q2: 221,460 shares; 2021Q3: 221,460 shares; 2021Q4: 225,379 shares 225,379 $10.6M 1.2% +3,919 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 70,975 shares; 2021Q2: 70,865 shares; 2021Q3: 70,865 shares; 2021Q4: 82,103 shares 82,103 $10.4M 1.18% +11,238 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 122,045 shares; 2021Q2: 123,120 shares; 2021Q3: 123,120 shares; 2021Q4: 129,101 shares 129,101 $9.8M 1.11% +5,981 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 270,211 shares; 2021Q2: 270,336 shares; 2021Q3: 270,336 shares; 2021Q4: 290,861 shares 290,861 $9.74M 1.1% +20,525 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,456 shares; 2021Q2: 20,192 shares; 2021Q3: 20,192 shares; 2021Q4: 20,415 shares 20,415 $9.7M 1.1% +223 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 33,324 shares; 2021Q2: 33,319 shares; 2021Q3: 33,319 shares; 2021Q4: 34,395 shares 34,395 $9.22M 1.04% +1,076 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 41,085 shares; 2021Q2: 41,595 shares; 2021Q3: 41,595 shares; 2021Q4: 51,067 shares 51,067 $9.07M 1.03% +9,472 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 210,967 shares; 2021Q2: 210,867 shares; 2021Q3: 210,867 shares; 2021Q4: 215,155 shares 215,155 $8.95M 1.01% +4,288 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 63,114 shares; 2021Q2: 63,046 shares; 2021Q3: 63,046 shares; 2021Q4: 62,777 shares 62,777 $8.84M 1% -269 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 162,172 shares; 2021Q2: 162,641 shares; 2021Q3: 162,641 shares; 2021Q4: 164,059 shares 164,059 $8.53M 0.96% +1,418 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,740 shares; 2021Q2: 2,778 shares; 2021Q3: 2,778 shares; 2021Q4: 3,359 shares 3,359 $8.06M 0.91% +581 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 60,683 shares; 2021Q2: 60,133 shares; 2021Q3: 60,133 shares; 2021Q4: 58,150 shares 58,150 $7.67M 0.87% -1,983 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 37,100 shares; 2021Q2: 36,990 shares; 2021Q3: 36,990 shares; 2021Q4: 38,970 shares 38,970 $7.35M 0.83% +1,980 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 52,225 shares; 2021Q2: 52,180 shares; 2021Q3: 52,180 shares; 2021Q4: 52,865 shares 52,865 $7.07M 0.8% +685 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 48,710 shares; 2021Q2: 48,460 shares; 2021Q3: 48,460 shares; 2021Q4: 50,695 shares 50,695 $7.06M 0.8% +2,235 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 38,044 shares; 2021Q2: 38,319 shares; 2021Q3: 38,319 shares; 2021Q4: 38,874 shares 38,874 $6.83M 0.77% +555 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 432,091 shares; 2021Q2: 432,091 shares; 2021Q3: 432,091 shares; 2021Q4: 431,296 shares 431,296 $6.8M 0.77% -795 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 113,020 shares; 2021Q2: 112,304 shares; 2021Q3: 112,304 shares; 2021Q4: 113,237 shares 113,237 $6.42M 0.73% +933 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 68,429 shares 68,429 $6.35M 0.72% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 23,700 shares; 2021Q2: 23,815 shares; 2021Q3: 23,815 shares; 2021Q4: 25,013 shares 25,013 $6.28M 0.71% +1,198 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 89,736 shares; 2021Q2: 89,286 shares; 2021Q3: 89,286 shares; 2021Q4: 94,076 shares 94,076 $5.76M 0.65% +4,790 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 21,130 shares; 2021Q2: 20,775 shares; 2021Q3: 20,775 shares; 2021Q4: 22,131 shares 22,131 $5.58M 0.63% +1,356 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 31,372 shares; 2021Q2: 31,472 shares; 2021Q3: 31,472 shares; 2021Q4: 34,041 shares 34,041 $5.57M 0.63% +2,569 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 46,445 shares; 2021Q2: 44,866 shares; 2021Q3: 44,866 shares; 2021Q4: 46,857 shares 46,857 $5.5M 0.62% +1,991 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 17,290 shares; 2021Q2: 17,055 shares; 2021Q3: 17,055 shares; 2021Q4: 17,091 shares 17,091 $5.44M 0.62% +36 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 218,097 shares; 2021Q2: 219,872 shares; 2021Q3: 219,872 shares; 2021Q4: 205,720 shares 205,720 $5.06M 0.57% -14,152 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 53,776 shares; 2021Q2: 54,476 shares; 2021Q3: 54,476 shares; 2021Q4: 61,761 shares 61,761 $4.99M 0.56% +7,285 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 29,075 shares; 2021Q2: 29,125 shares; 2021Q3: 29,125 shares; 2021Q4: 29,082 shares 29,082 $4.97M 0.56% -43 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 61,485 shares; 2021Q2: 58,900 shares; 2021Q3: 58,900 shares; 2021Q4: 48,167 shares 48,167 $4.66M 0.53% -10,733 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,102 shares; 2021Q2: 15,817 shares; 2021Q3: 15,817 shares; 2021Q4: 19,432 shares 19,432 $4.18M 0.47% +3,615 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,703 shares; 2021Q2: 20,638 shares; 2021Q3: 20,638 shares; 2021Q4: 18,511 shares 18,511 $4.09M 0.46% -2,127 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 34,117 shares 34,117 $3.92M 0.44% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,927 shares; 2021Q2: 10,677 shares; 2021Q3: 10,677 shares; 2021Q4: 66,643 shares 66,643 $3.88M 0.44% +55,966 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 68,364 shares; 2021Q2: 68,334 shares; 2021Q3: 68,334 shares; 2021Q4: 63,824 shares 63,824 $3.54M 0.4% -4,510 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 19,636 shares; 2021Q2: 19,586 shares; 2021Q3: 19,586 shares; 2021Q4: 19,548 shares 19,548 $3.47M 0.39% -38 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 27,630 shares 27,630 $3.21M 0.36% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,240 shares; 2021Q2: 13,705 shares; 2021Q3: 13,705 shares; 2021Q4: 17,375 shares 17,375 $3.18M 0.36% +3,670 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,448 shares; 2021Q2: 6,448 shares; 2021Q3: 6,448 shares; 2021Q4: 7,612 shares 7,612 $3.16M 0.36% +1,164 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 989 shares; 2021Q2: 964 shares; 2021Q3: 964 shares; 2021Q4: 1,084 shares 1,084 $3.14M 0.35% +120 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 23,088 shares 23,088 $2.97M 0.34% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 34,770 shares 34,770 $2.95M 0.33% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 38,400 shares; 2021Q2: 38,184 shares; 2021Q3: 38,184 shares; 2021Q4: 39,032 shares 39,032 $2.91M 0.33% +848 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 461 shares; 2021Q2: 580 shares; 2021Q3: 580 shares; 2021Q4: 847 shares 847 $2.82M 0.32% +267 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 95,805 shares; 2021Q2: 42,180 shares; 2021Q3: 42,180 shares; 2021Q4: 44,350 shares 44,350 $2.63M 0.3% +2,170 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,169 shares; 2021Q2: 11,169 shares; 2021Q3: 11,169 shares; 2021Q4: 11,091 shares 11,091 $2.6M 0.29% -78 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 48,182 shares 48,182 $2.6M 0.29% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,285 shares; 2021Q2: 13,450 shares; 2021Q3: 13,450 shares; 2021Q4: 13,311 shares 13,311 $2.31M 0.26% -139 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,149 shares; 2021Q2: 9,114 shares; 2021Q3: 9,114 shares; 2021Q4: 9,019 shares 9,019 $2.3M 0.26% -95 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,684 shares; 2021Q2: 11,634 shares; 2021Q3: 11,634 shares; 2021Q4: 11,908 shares 11,908 $2.24M 0.25% +274 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,880 shares; 2021Q2: 12,803 shares; 2021Q3: 12,803 shares; 2021Q4: 12,787 shares 12,787 $2.21M 0.25% -16 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,884 shares; 2021Q2: 10,844 shares; 2021Q3: 10,844 shares; 2021Q4: 10,804 shares 10,804 $2.21M 0.25% -40 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,345 shares; 2021Q2: 8,010 shares; 2021Q3: 8,010 shares; 2021Q4: 7,799 shares 7,799 $2.21M 0.25% -211 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,055 shares; 2021Q2: 3,055 shares; 2021Q3: 3,055 shares; 2021Q4: 3,230 shares 3,230 $2.15M 0.24% +175 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 34,360 shares; 2021Q2: 34,360 shares; 2021Q3: 34,360 shares; 2021Q4: 32,860 shares 32,860 $2.1M 0.24% -1,500 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,075 shares; 2021Q2: 14,915 shares; 2021Q3: 14,915 shares; 2021Q4: 14,765 shares 14,765 $2.08M 0.24% -150 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,213 shares; 2021Q2: 11,875 shares; 2021Q3: 11,875 shares; 2021Q4: 13,198 shares 13,198 $2.04M 0.23% +1,323 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,580 shares; 2021Q2: 17,280 shares; 2021Q3: 17,280 shares; 2021Q4: 21,000 shares 21,000 $1.96M 0.22% +3,720 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 21,008 shares 21,008 $1.94M 0.22% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,320 shares; 2021Q2: 8,339 shares; 2021Q3: 8,339 shares; 2021Q4: 8,164 shares 8,164 $1.7M 0.19% -175 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,670 shares; 2021Q2: 10,470 shares; 2021Q3: 10,470 shares; 2021Q4: 10,421 shares 10,421 $1.63M 0.18% -49 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,500 shares; 2021Q2: 12,566 shares; 2021Q3: 12,566 shares; 2021Q4: 12,566 shares 12,566 $1.63M 0.18% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,320 shares; 2021Q2: 10,320 shares; 2021Q3: 10,320 shares; 2021Q4: 10,870 shares 10,870 $1.52M 0.17% +550 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,715 shares; 2021Q2: 2,145 shares; 2021Q3: 2,145 shares; 2021Q4: 2,037 shares 2,037 $1.47M 0.17% -108 LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,267 shares; 2021Q2: 4,217 shares; 2021Q3: 4,217 shares; 2021Q4: 4,196 shares 4,196 $1.45M 0.16% -21 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,476 shares; 2021Q2: 12,476 shares; 2021Q3: 12,476 shares; 2021Q4: 12,476 shares 12,476 $1.42M 0.16% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,139 shares; 2021Q2: 6,904 shares; 2021Q3: 6,904 shares; 2021Q4: 6,199 shares 6,199 $1.38M 0.16% -705 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,300 shares; 2021Q2: 1,300 shares; 2021Q3: 1,300 shares; 2021Q4: 1,300 shares 1,300 $1.37M 0.16% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,463 shares; 2021Q2: 3,463 shares; 2021Q3: 3,463 shares; 2021Q4: 3,443 shares 3,443 $1.37M 0.15% -20 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,556 shares; 2021Q2: 5,656 shares; 2021Q3: 5,656 shares; 2021Q4: 5,670 shares 5,670 $1.37M 0.15% +14 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,272 shares; 2021Q2: 4,237 shares; 2021Q3: 4,237 shares; 2021Q4: 4,212 shares 4,212 $1.36M 0.15% -25 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,143 shares; 2021Q2: 6,093 shares; 2021Q3: 6,093 shares; 2021Q4: 6,493 shares 6,493 $1.36M 0.15% +400 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,707 shares; 2021Q2: 3,707 shares; 2021Q3: 3,707 shares; 2021Q4: 3,707 shares 3,707 $1.33M 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,836 shares; 2021Q2: 11,146 shares; 2021Q3: 11,146 shares; 2021Q4: 11,594 shares 11,594 $1.33M 0.15% +448 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,289 shares; 2021Q2: 2,904 shares; 2021Q3: 2,904 shares; 2021Q4: 2,824 shares 2,824 $1.31M 0.15% -80 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,162 shares; 2021Q2: 11,162 shares; 2021Q3: 11,162 shares; 2021Q4: 11,156 shares 11,156 $1.3M 0.15% -6 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,825 shares; 2021Q2: 2,825 shares; 2021Q3: 2,825 shares; 2021Q4: 2,825 shares 2,825 $1.24M 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,257 shares; 2021Q2: 15,257 shares; 2021Q3: 15,257 shares; 2021Q4: 15,257 shares 15,257 $1.23M 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,963 shares; 2021Q2: 2,733 shares; 2021Q3: 2,733 shares; 2021Q4: 2,560 shares 2,560 $1.22M 0.14% -173 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,690 shares; 2021Q2: 11,565 shares; 2021Q3: 11,565 shares; 2021Q4: 11,515 shares 11,515 $1.22M 0.14% -50 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,933 shares 9,933 $1.21M 0.14% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,056 shares; 2021Q2: 16,056 shares; 2021Q3: 16,056 shares; 2021Q4: 15,556 shares 15,556 $1.2M 0.14% -500 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,661 shares; 2021Q2: 15,661 shares; 2021Q3: 15,661 shares; 2021Q4: 16,386 shares 16,386 $1.2M 0.14% +725 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,324 shares; 2021Q2: 14,324 shares; 2021Q3: 14,324 shares; 2021Q4: 14,324 shares 14,324 $1.2M 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,390 shares; 2021Q2: 10,315 shares; 2021Q3: 10,315 shares; 2021Q4: 10,015 shares 10,015 $1.15M 0.13% -300 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 32,625 shares; 2021Q2: 32,625 shares; 2021Q3: 32,625 shares; 2021Q4: 32,625 shares 32,625 $1.05M 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,880 shares; 2021Q2: 4,660 shares; 2021Q3: 4,660 shares; 2021Q4: 4,470 shares 4,470 $1.01M 0.11% -190 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 30,000 shares; 2021Q2: 30,000 shares; 2021Q3: 30,000 shares; 2021Q4: 44,870 shares 44,870 $985K 0.11% +14,870 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,925 shares; 2021Q2: 5,000 shares; 2021Q3: 5,000 shares; 2021Q4: 4,930 shares 4,930 $954K 0.11% -70 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,763 shares; 2021Q2: 2,763 shares; 2021Q3: 2,763 shares; 2021Q4: 4,376 shares 4,376 $948K 0.11% +1,613 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,298 shares 8,298 $947K 0.11% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,574 shares 2,574 $922K 0.1% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2 shares; 2021Q2: 2 shares; 2021Q3: 2 shares; 2021Q4: 2 shares 2 $901K 0.1% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,745 shares; 2021Q2: 14,341 shares; 2021Q3: 14,341 shares; 2021Q4: 14,616 shares 14,616 $875K 0.1% +275 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,535 shares; 2021Q2: 13,335 shares; 2021Q3: 13,335 shares; 2021Q4: 15,485 shares 15,485 $861K 0.1% +2,150 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 16,792 shares 16,792 $861K 0.1% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,044 shares; 2021Q2: 22,044 shares; 2021Q3: 22,044 shares; 2021Q4: 21,753 shares 21,753 $849K 0.1% -291 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,830 shares 7,830 $841K 0.1% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,420 shares; 2021Q2: 16,420 shares; 2021Q3: 16,420 shares; 2021Q4: 16,270 shares 16,270 $831K 0.09% -150 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 17,060 shares; 2021Q2: 17,060 shares; 2021Q3: 17,060 shares; 2021Q4: 17,360 shares 17,360 $821K 0.09% +300 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 28,410 shares; 2021Q2: 27,910 shares; 2021Q3: 27,910 shares; 2021Q4: 27,221 shares 27,221 $815K 0.09% -689 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,263 shares 1,263 $717K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,425 shares; 2021Q2: 9,425 shares; 2021Q3: 9,425 shares; 2021Q4: 9,398 shares 9,398 $678K 0.08% -27 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,412 shares; 2021Q2: 8,412 shares; 2021Q3: 8,412 shares; 2021Q4: 8,412 shares 8,412 $662K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,916 shares 3,916 $653K 0.07% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,939 shares; 2021Q2: 1,694 shares; 2021Q3: 1,694 shares; 2021Q4: 1,697 shares 1,697 $649K 0.07% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 54,298 shares; 2021Q3: 54,298 shares; 2021Q4: 6,787 shares 6,787 $641K 0.07% -47,511 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,577 shares; 2021Q2: 4,577 shares; 2021Q3: 4,577 shares; 2021Q4: 4,577 shares 4,577 $636K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,500 shares 11,500 $631K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,276 shares; 2021Q2: 4,308 shares; 2021Q3: 4,308 shares; 2021Q4: 4,346 shares 4,346 $629K 0.07% +38 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,828 shares; 2021Q2: 1,828 shares; 2021Q3: 1,828 shares; 2021Q4: 1,828 shares 1,828 $587K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,981 shares; 2021Q2: 2,706 shares; 2021Q3: 2,706 shares; 2021Q4: 2,607 shares 2,607 $586K 0.07% -99 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,491 shares; 2021Q2: 5,350 shares; 2021Q3: 5,350 shares; 2021Q4: 5,350 shares 5,350 $572K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,607 shares; 2021Q2: 1,614 shares; 2021Q3: 1,614 shares; 2021Q4: 1,607 shares 1,607 $571K 0.06% -7 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,278 shares; 2021Q2: 3,278 shares; 2021Q3: 3,278 shares; 2021Q4: 3,278 shares 3,278 $570K 0.06% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,755 shares 3,755 $556K 0.06% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,466 shares; 2021Q2: 7,466 shares; 2021Q3: 7,466 shares; 2021Q4: 7,466 shares 7,466 $541K 0.06% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 34,100 shares; 2021Q4: 33,350 shares 33,350 $533K 0.06% -750 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,378 shares; 2021Q2: 3,378 shares; 2021Q3: 3,378 shares; 2021Q4: 3,378 shares 3,378 $529K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 480 shares; 2021Q2: 480 shares; 2021Q3: 480 shares; 2021Q4: 1,440 shares 1,440 $517K 0.06% +960 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,620 shares; 2021Q2: 6,620 shares; 2021Q3: 6,620 shares; 2021Q4: 6,620 shares 6,620 $505K 0.06% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,965 shares; 2021Q2: 3,940 shares; 2021Q3: 3,940 shares; 2021Q4: 3,700 shares 3,700 $502K 0.06% -240 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,226 shares; 2021Q2: 2,226 shares; 2021Q3: 2,226 shares; 2021Q4: 2,580 shares 2,580 $487K 0.06% +354 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,925 shares; 2021Q2: 2,925 shares; 2021Q3: 2,925 shares; 2021Q4: 2,925 shares 2,925 $476K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,945 shares; 2021Q2: 1,945 shares; 2021Q3: 1,945 shares; 2021Q4: 1,927 shares 1,927 $470K 0.05% -18 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,320 shares 5,320 $465K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,191 shares; 2021Q2: 2,191 shares; 2021Q3: 2,191 shares; 2021Q4: 2,800 shares 2,800 $458K 0.05% +609 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,400 shares 4,400 $451K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,419 shares; 2021Q2: 2,452 shares; 2021Q3: 2,452 shares; 2021Q4: 2,302 shares 2,302 $445K 0.05% -150 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,818 shares; 2021Q2: 4,693 shares; 2021Q3: 4,693 shares; 2021Q4: 4,783 shares 4,783 $445K 0.05% +90 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,590 shares 4,590 $443K 0.05% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,470 shares; 2021Q2: 8,960 shares; 2021Q3: 8,960 shares; 2021Q4: 9,291 shares 9,291 $413K 0.05% +331 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 832 shares; 2021Q2: 797 shares; 2021Q3: 797 shares; 2021Q4: 797 shares 797 $413K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,804 shares; 2021Q2: 2,804 shares; 2021Q3: 2,804 shares; 2021Q4: 2,804 shares 2,804 $412K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,446 shares 2,446 $404K 0.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,308 shares; 2021Q2: 1,308 shares; 2021Q3: 1,308 shares; 2021Q4: 1,308 shares 1,308 $400K 0.05% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,700 shares; 2021Q2: 5,700 shares; 2021Q3: 5,700 shares; 2021Q4: 5,700 shares 5,700 $400K 0.05% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 18,500 shares 18,500 $400K 0.05% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 900 shares; 2021Q2: 900 shares; 2021Q3: 900 shares; 2021Q4: 900 shares 900 $395K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,003 shares 4,003 $389K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,771 shares; 2021Q2: 1,731 shares; 2021Q3: 1,731 shares; 2021Q4: 1,556 shares 1,556 $387K 0.04% -175 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 661 shares; 2021Q2: 581 shares; 2021Q3: 581 shares; 2021Q4: 663 shares 663 $376K 0.04% +82 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,230 shares 4,230 $362K 0.04% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 7,819 shares; 2021Q3: 7,819 shares; 2021Q4: 5,250 shares 5,250 $350K 0.04% -2,569 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,405 shares 1,405 $347K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 950 shares; 2021Q2: 950 shares; 2021Q3: 950 shares; 2021Q4: 1,275 shares 1,275 $341K 0.04% +325 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,495 shares; 2021Q2: 2,695 shares; 2021Q3: 2,695 shares; 2021Q4: 2,501 shares 2,501 $339K 0.04% -194 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,281 shares; 2021Q2: 1,635 shares; 2021Q3: 1,635 shares; 2021Q4: 1,635 shares 1,635 $328K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,578 shares 1,578 $326K 0.04% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 663 shares 663 $326K 0.04% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,185 shares; 2021Q2: 1,198 shares; 2021Q3: 1,198 shares; 2021Q4: 1,162 shares 1,162 $321K 0.04% -36 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 273 shares; 2021Q3: 273 shares; 2021Q4: 1,092 shares 1,092 $321K 0.04% +819 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,025 shares; 2021Q2: 1,043 shares; 2021Q3: 1,043 shares; 2021Q4: 1,043 shares 1,043 $317K 0.04% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,760 shares 4,760 $310K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,844 shares; 2021Q2: 4,844 shares; 2021Q3: 4,844 shares; 2021Q4: 4,803 shares 4,803 $299K 0.03% -41 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,964 shares; 2021Q2: 1,584 shares; 2021Q3: 1,584 shares; 2021Q4: 1,429 shares 1,429 $298K 0.03% -155 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,423 shares; 2021Q2: 1,300 shares; 2021Q3: 1,300 shares; 2021Q4: 1,150 shares 1,150 $297K 0.03% -150 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,026 shares; 2021Q2: 3,026 shares; 2021Q3: 3,026 shares; 2021Q4: 3,026 shares 3,026 $287K 0.03% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,930 shares; 2021Q2: 4,930 shares; 2021Q3: 4,930 shares; 2021Q4: 4,930 shares 4,930 $287K 0.03% 0 Timeline SHOCKWAVE MED INC SHOCKWAVE MED INC More: the full row for SHOCKWAVE MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,612 shares; 2021Q2: 1,612 shares; 2021Q3: 1,612 shares; 2021Q4: 1,612 shares 1,612 $287K 0.03% 0 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 630 shares 630 $279K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 3,860 shares; 2021Q3: 3,860 shares; 2021Q4: 3,860 shares 3,860 $265K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,174 shares; 2021Q2: 1,095 shares; 2021Q3: 1,095 shares; 2021Q4: 1,144 shares 1,144 $265K 0.03% +49 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,500 shares; 2021Q2: 5,500 shares; 2021Q3: 5,500 shares; 2021Q4: 5,500 shares 5,500 $258K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,650 shares; 2021Q2: 1,650 shares; 2021Q3: 1,650 shares; 2021Q4: 1,650 shares 1,650 $252K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,700 shares 3,700 $250K 0.03% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,944 shares 1,944 $239K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,180 shares 1,180 $238K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,970 shares 1,970 $231K 0.03% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 928 shares 928 $229K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 870 shares 870 $225K 0.03% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,473 shares; 2021Q2: 1,438 shares; 2021Q3: 1,438 shares; 2021Q4: 1,438 shares 1,438 $225K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,175 shares 2,175 $224K 0.03% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,320 shares 1,320 $223K 0.03% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,445 shares; 2021Q2: 1,445 shares; 2021Q3: 1,445 shares; 2021Q4: 1,445 shares 1,445 $222K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,260 shares; 2021Q2: 1,260 shares; 2021Q3: 1,260 shares; 2021Q4: 1,260 shares 1,260 $215K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 2,080 shares; 2021Q3: 2,080 shares; 2021Q4: 2,130 shares 2,130 $215K 0.02% +50 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 909 shares; 2021Q2: 909 shares; 2021Q3: 909 shares; 2021Q4: 909 shares 909 $209K 0.02% 0 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,500 shares; 2021Q2: 12,500 shares; 2021Q3: 12,500 shares; 2021Q4: 12,500 shares 12,500 $94K 0.01% 0 Timeline