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: 463,626 shares; 2021Q1: 463,765 shares; 2021Q2: 470,192 shares; 2021Q3: 476,572 shares; 2021Q4: 478,298 shares 478,298 $84.9M 4.08% +1,726 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 421,917 shares; 2021Q1: 403,169 shares; 2021Q2: 403,169 shares; 2021Q3: 403,169 shares; 2021Q4: 399,666 shares 399,666 $64.8M 3.12% -3,503 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,143,816 shares; 2021Q3: 1,134,078 shares; 2021Q4: 1,100,741 shares 1,100,741 $56.9M 2.74% -33,337 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,082,839 shares; 2021Q3: 1,123,804 shares; 2021Q4: 1,196,249 shares 1,196,249 $56.8M 2.73% +72,445 Timeline 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: 154,433 shares; 2021Q1: 155,898 shares; 2021Q2: 158,108 shares; 2021Q3: 160,757 shares; 2021Q4: 161,186 shares 161,186 $54.2M 2.61% +429 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 607,451 shares; 2021Q1: 626,279 shares; 2021Q2: 652,499 shares; 2021Q3: 668,146 shares; 2021Q4: 681,403 shares 681,403 $52.9M 2.54% +13,257 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,080,289 shares; 2021Q3: 1,402,998 shares; 2021Q4: 1,772,039 shares 1,772,039 $51.3M 2.47% +369,041 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: 799,429 shares; 2021Q1: 800,598 shares; 2021Q2: 801,879 shares; 2021Q3: 800,702 shares; 2021Q4: 804,489 shares 804,489 $47.6M 2.29% +3,787 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,898 shares; 2021Q1: 42,698 shares; 2021Q2: 38,219 shares; 2021Q3: 148,906 shares; 2021Q4: 518,471 shares 518,471 $41.9M 2.02% +369,565 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: 10,855 shares; 2021Q1: 11,048 shares; 2021Q2: 11,289 shares; 2021Q3: 11,437 shares; 2021Q4: 11,790 shares 11,790 $39.3M 1.89% +353 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,552 shares; 2021Q1: 14,858 shares; 2021Q2: 28,566 shares; 2021Q3: 62,288 shares; 2021Q4: 79,927 shares 79,927 $34.9M 1.68% +17,639 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 140,556 shares 140,556 $28.3M 1.36% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 872,496 shares; 2021Q4: 851,342 shares 851,342 $27.9M 1.34% -21,154 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: 8,920 shares; 2021Q1: 9,038 shares; 2021Q2: 9,241 shares; 2021Q3: 9,378 shares; 2021Q4: 9,555 shares 9,555 $27.7M 1.33% +177 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 486,750 shares; 2021Q3: 468,851 shares; 2021Q4: 446,289 shares 446,289 $26.8M 1.29% -22,562 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 140,998 shares; 2021Q1: 138,742 shares; 2021Q2: 142,961 shares; 2021Q3: 147,876 shares; 2021Q4: 144,847 shares 144,847 $26.5M 1.27% -3,029 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: 63,578 shares; 2021Q1: 62,514 shares; 2021Q2: 61,657 shares; 2021Q3: 61,251 shares; 2021Q4: 60,636 shares 60,636 $25.2M 1.21% -615 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: 44,964 shares; 2021Q1: 44,730 shares; 2021Q2: 44,609 shares; 2021Q3: 42,693 shares; 2021Q4: 41,122 shares 41,122 $23.3M 1.12% -1,571 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: 72,483 shares; 2021Q1: 70,877 shares; 2021Q2: 72,284 shares; 2021Q3: 72,681 shares; 2021Q4: 75,636 shares 75,636 $22.6M 1.09% +2,955 Timeline SOXX 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: 51,549 shares; 2021Q1: 49,780 shares; 2021Q2: 47,889 shares; 2021Q3: 45,071 shares; 2021Q4: 41,657 shares 41,657 $22.6M 1.09% -3,414 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,233 shares; 2021Q1: 10,022 shares; 2021Q2: 7,069 shares; 2021Q3: 97,502 shares; 2021Q4: 340,569 shares 340,569 $21.6M 1.04% +243,067 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: 43,622 shares; 2021Q1: 43,401 shares; 2021Q2: 43,207 shares; 2021Q3: 42,834 shares; 2021Q4: 42,410 shares 42,410 $21.3M 1.02% -424 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: 122,634 shares; 2021Q1: 124,442 shares; 2021Q2: 125,824 shares; 2021Q3: 126,682 shares; 2021Q4: 129,128 shares 129,128 $20.2M 0.97% +2,446 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: 33,474 shares; 2021Q1: 41,436 shares; 2021Q2: 39,550 shares; 2021Q3: 77,611 shares; 2021Q4: 233,453 shares 233,453 $19.8M 0.95% +155,842 Timeline VAW 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: 81,776 shares; 2021Q1: 83,044 shares; 2021Q2: 84,964 shares; 2021Q3: 85,636 shares; 2021Q4: 88,013 shares 88,013 $17.3M 0.83% +2,377 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: 105,219 shares; 2021Q1: 105,204 shares; 2021Q2: 105,501 shares; 2021Q3: 104,427 shares; 2021Q4: 99,780 shares 99,780 $17.1M 0.82% -4,647 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: 47,346 shares; 2021Q1: 47,991 shares; 2021Q2: 48,181 shares; 2021Q3: 49,136 shares; 2021Q4: 50,328 shares 50,328 $16.9M 0.81% +1,192 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: 79,685 shares; 2021Q1: 77,739 shares; 2021Q2: 78,038 shares; 2021Q3: 77,651 shares; 2021Q4: 76,603 shares 76,603 $16.6M 0.8% -1,048 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: 31,098 shares; 2021Q1: 30,484 shares; 2021Q2: 30,412 shares; 2021Q3: 30,263 shares; 2021Q4: 29,107 shares 29,107 $16.5M 0.79% -1,156 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: 57,104 shares; 2021Q1: 56,757 shares; 2021Q2: 56,961 shares; 2021Q3: 56,661 shares; 2021Q4: 56,022 shares 56,022 $15.5M 0.74% -639 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: 102,198 shares; 2021Q1: 100,953 shares; 2021Q2: 100,148 shares; 2021Q3: 100,512 shares; 2021Q4: 97,509 shares 97,509 $15.1M 0.73% -3,003 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: 42,675 shares; 2021Q1: 41,978 shares; 2021Q2: 42,283 shares; 2021Q3: 42,232 shares; 2021Q4: 41,531 shares 41,531 $14.9M 0.72% -701 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: 91,206 shares; 2021Q1: 91,162 shares; 2021Q2: 90,761 shares; 2021Q3: 89,913 shares; 2021Q4: 89,813 shares 89,813 $14.2M 0.68% -100 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: 65,679 shares; 2021Q1: 65,067 shares; 2021Q2: 76,288 shares; 2021Q3: 75,388 shares; 2021Q4: 72,921 shares 72,921 $13.8M 0.66% -2,467 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: 4,872 shares; 2021Q1: 4,803 shares; 2021Q2: 4,773 shares; 2021Q3: 4,725 shares; 2021Q4: 4,681 shares 4,681 $13.5M 0.65% -44 Timeline IJT 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: 104,321 shares; 2021Q1: 102,648 shares; 2021Q2: 98,344 shares; 2021Q3: 97,696 shares; 2021Q4: 96,680 shares 96,680 $13.4M 0.65% -1,016 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: 10,673 shares; 2021Q1: 10,894 shares; 2021Q2: 11,749 shares; 2021Q3: 46,491 shares; 2021Q4: 45,573 shares 45,573 $13.4M 0.64% -918 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 217,164 shares; 2021Q1: 213,717 shares; 2021Q2: 216,340 shares; 2021Q3: 217,494 shares; 2021Q4: 214,713 shares 214,713 $12.7M 0.61% -2,781 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,480 shares; 2021Q1: not reported; 2021Q2: 88,463 shares; 2021Q3: 101,470 shares; 2021Q4: 243,708 shares 243,708 $12.4M 0.6% +142,238 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: 47,295 shares; 2021Q1: 47,428 shares; 2021Q2: 47,794 shares; 2021Q3: 47,779 shares; 2021Q4: 47,608 shares 47,608 $12.3M 0.59% -171 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: 8,885 shares; 2021Q1: 9,537 shares; 2021Q2: 9,953 shares; 2021Q3: 10,285 shares; 2021Q4: 11,419 shares 11,419 $12.1M 0.58% +1,134 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: 109,077 shares; 2021Q1: 108,351 shares; 2021Q2: 108,932 shares; 2021Q3: 108,644 shares; 2021Q4: 102,477 shares 102,477 $12M 0.58% -6,167 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 201,833 shares; 2021Q1: 204,578 shares; 2021Q2: 197,477 shares; 2021Q3: 194,086 shares; 2021Q4: 220,452 shares 220,452 $11.9M 0.57% +26,366 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 147,809 shares; 2021Q1: 147,233 shares; 2021Q2: 147,659 shares; 2021Q3: 150,939 shares; 2021Q4: 153,234 shares 153,234 $11.9M 0.57% +2,295 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: 138,657 shares; 2021Q1: 137,683 shares; 2021Q2: 138,182 shares; 2021Q3: 137,625 shares; 2021Q4: 136,154 shares 136,154 $11.9M 0.57% -1,471 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: 184,825 shares; 2021Q1: 184,247 shares; 2021Q2: 186,026 shares; 2021Q3: 185,354 shares; 2021Q4: 185,997 shares 185,997 $11.8M 0.57% +643 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: 35,913 shares; 2021Q1: 36,063 shares; 2021Q2: 36,460 shares; 2021Q3: 36,239 shares; 2021Q4: 35,382 shares 35,382 $11.6M 0.56% -857 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: 43,741 shares; 2021Q1: 43,276 shares; 2021Q2: 43,730 shares; 2021Q3: 43,520 shares; 2021Q4: 42,994 shares 42,994 $11.5M 0.55% -526 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: 81,999 shares; 2021Q1: 81,464 shares; 2021Q2: 81,615 shares; 2021Q3: 81,811 shares; 2021Q4: 81,840 shares 81,840 $11.5M 0.55% +29 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: 25,648 shares; 2021Q1: 26,248 shares; 2021Q2: 26,416 shares; 2021Q3: 25,149 shares; 2021Q4: 24,991 shares 24,991 $11.4M 0.55% -158 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: 307,446 shares; 2021Q1: 305,915 shares; 2021Q2: 258,822 shares; 2021Q3: 259,819 shares; 2021Q4: 257,036 shares 257,036 $11.4M 0.55% -2,783 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: 72,168 shares; 2021Q1: 71,574 shares; 2021Q2: 71,012 shares; 2021Q3: 70,766 shares; 2021Q4: 69,531 shares 69,531 $11.4M 0.55% -1,235 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: 237,225 shares; 2021Q1: 228,027 shares; 2021Q2: 229,887 shares; 2021Q3: 229,455 shares; 2021Q4: 225,091 shares 225,091 $11.3M 0.54% -4,364 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: 61,033 shares; 2021Q1: 60,808 shares; 2021Q2: 60,758 shares; 2021Q3: 60,421 shares; 2021Q4: 60,042 shares 60,042 $11.3M 0.54% -379 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: 20,176 shares; 2021Q1: 20,362 shares; 2021Q2: 20,428 shares; 2021Q3: 21,999 shares; 2021Q4: 23,568 shares 23,568 $11.2M 0.54% +1,569 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: 44,553 shares; 2021Q1: 44,313 shares; 2021Q2: 44,487 shares; 2021Q3: 44,142 shares; 2021Q4: 43,251 shares 43,251 $10.9M 0.52% -891 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: 78,216 shares; 2021Q1: 78,114 shares; 2021Q2: 79,126 shares; 2021Q3: 79,949 shares; 2021Q4: 79,448 shares 79,448 $10.8M 0.52% -501 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 91,452 shares; 2021Q1: 81,599 shares; 2021Q2: 75,319 shares; 2021Q3: 69,584 shares; 2021Q4: 63,868 shares 63,868 $10.6M 0.51% -5,716 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: 64,361 shares; 2021Q1: 64,494 shares; 2021Q2: 64,768 shares; 2021Q3: 64,772 shares; 2021Q4: 62,626 shares 62,626 $10.2M 0.49% -2,146 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,948 shares; 2021Q1: 16,195 shares; 2021Q2: 16,184 shares; 2021Q3: 16,285 shares; 2021Q4: 15,892 shares 15,892 $10.2M 0.49% -393 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: 81,949 shares; 2021Q1: 80,386 shares; 2021Q2: 76,796 shares; 2021Q3: 72,672 shares; 2021Q4: 66,860 shares 66,860 $10.2M 0.49% -5,812 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: 57,899 shares; 2021Q1: 56,600 shares; 2021Q2: 57,389 shares; 2021Q3: 56,947 shares; 2021Q4: 56,257 shares 56,257 $9.77M 0.47% -690 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: 60,910 shares; 2021Q1: 59,545 shares; 2021Q2: 59,796 shares; 2021Q3: 59,398 shares; 2021Q4: 58,206 shares 58,206 $9.7M 0.47% -1,192 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: 64,139 shares; 2021Q1: 64,542 shares; 2021Q2: 64,674 shares; 2021Q3: 64,604 shares; 2021Q4: 66,661 shares 66,661 $9.64M 0.46% +2,057 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: 46,651 shares; 2021Q1: 46,672 shares; 2021Q2: 46,833 shares; 2021Q3: 46,619 shares; 2021Q4: 45,786 shares 45,786 $9.55M 0.46% -833 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 107,194 shares; 2021Q1: 106,274 shares; 2021Q2: 105,399 shares; 2021Q3: 106,107 shares; 2021Q4: 103,848 shares 103,848 $9.41M 0.45% -2,259 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: 21,534 shares; 2021Q1: 21,891 shares; 2021Q2: 22,238 shares; 2021Q3: 22,343 shares; 2021Q4: 22,519 shares 22,519 $9.34M 0.45% +176 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 95,685 shares; 2021Q1: 95,794 shares; 2021Q2: 97,192 shares; 2021Q3: 96,228 shares; 2021Q4: 94,456 shares 94,456 $9.27M 0.45% -1,772 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: 37,338 shares; 2021Q1: 37,353 shares; 2021Q2: 36,880 shares; 2021Q3: 37,149 shares; 2021Q4: 37,354 shares 37,354 $9.21M 0.44% +205 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 475,461 shares; 2021Q1: 303,220 shares; 2021Q2: 303,150 shares; 2021Q3: 302,521 shares; 2021Q4: 302,421 shares 302,421 $9.2M 0.44% -100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 175,744 shares; 2021Q1: 172,973 shares; 2021Q2: 174,368 shares; 2021Q3: 173,314 shares; 2021Q4: 173,966 shares 173,966 $8.96M 0.43% +652 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: 62,643 shares; 2021Q1: 60,981 shares; 2021Q2: 60,136 shares; 2021Q3: 60,320 shares; 2021Q4: 65,928 shares 65,928 $8.94M 0.43% +5,608 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: 24,613 shares; 2021Q1: 23,677 shares; 2021Q2: 23,697 shares; 2021Q3: 23,397 shares; 2021Q4: 23,106 shares 23,106 $8.84M 0.43% -291 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,165 shares; 2021Q1: 41,045 shares; 2021Q2: 41,432 shares; 2021Q3: 41,250 shares; 2021Q4: 40,830 shares 40,830 $8.75M 0.42% -420 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: 12,826 shares; 2021Q1: 12,726 shares; 2021Q2: 13,081 shares; 2021Q3: 13,283 shares; 2021Q4: 13,084 shares 13,084 $8.73M 0.42% -199 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: 54,977 shares; 2021Q1: 49,615 shares; 2021Q2: 41,956 shares; 2021Q3: 40,190 shares; 2021Q4: 38,109 shares 38,109 $8.61M 0.41% -2,081 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: 38,183 shares; 2021Q1: 38,145 shares; 2021Q2: 38,310 shares; 2021Q3: 38,031 shares; 2021Q4: 37,072 shares 37,072 $8.58M 0.41% -959 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 132,200 shares; 2021Q1: 137,691 shares; 2021Q2: 141,158 shares; 2021Q3: 159,250 shares; 2021Q4: 175,090 shares 175,090 $8.4M 0.4% +15,840 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: 42,101 shares; 2021Q1: 40,704 shares; 2021Q2: 40,692 shares; 2021Q3: 40,327 shares; 2021Q4: 40,156 shares 40,156 $8.3M 0.4% -171 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: 17,087 shares; 2021Q1: 16,982 shares; 2021Q2: 16,641 shares; 2021Q3: 21,172 shares; 2021Q4: 32,209 shares 32,209 $8.21M 0.39% +11,037 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: 9,011 shares; 2021Q1: 9,427 shares; 2021Q2: 9,897 shares; 2021Q3: 40,532 shares; 2021Q4: 99,881 shares 99,881 $8.12M 0.39% +59,349 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: 106,416 shares; 2021Q1: 105,121 shares; 2021Q2: 107,091 shares; 2021Q3: 106,140 shares; 2021Q4: 104,362 shares 104,362 $8M 0.38% -1,778 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: 120,508 shares; 2021Q1: 126,213 shares; 2021Q2: 133,983 shares; 2021Q3: 136,095 shares; 2021Q4: 141,325 shares 141,325 $7.84M 0.38% +5,230 Timeline IWC 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: 86,868 shares; 2021Q1: 66,958 shares; 2021Q2: 59,048 shares; 2021Q3: 55,518 shares; 2021Q4: 54,843 shares 54,843 $7.66M 0.37% -675 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,129 shares; 2021Q1: 13,138 shares; 2021Q2: 13,944 shares; 2021Q3: 13,957 shares; 2021Q4: 13,995 shares 13,995 $7.51M 0.36% +38 Timeline VFH 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: 78,164 shares; 2021Q1: 77,565 shares; 2021Q2: 75,798 shares; 2021Q3: 75,928 shares; 2021Q4: 77,433 shares 77,433 $7.48M 0.36% +1,505 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: 34,527 shares; 2021Q1: 34,397 shares; 2021Q2: 34,755 shares; 2021Q3: 34,501 shares; 2021Q4: 32,578 shares 32,578 $7.33M 0.35% -1,923 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,638 shares; 2021Q1: 28,430 shares; 2021Q2: 29,688 shares; 2021Q3: 28,771 shares; 2021Q4: 28,587 shares 28,587 $7.26M 0.35% -184 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,278 shares; 2021Q1: 46,127 shares; 2021Q2: 45,953 shares; 2021Q3: 46,680 shares; 2021Q4: 46,051 shares 46,051 $7.25M 0.35% -629 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112,587 shares; 2021Q1: 107,814 shares; 2021Q2: 99,446 shares; 2021Q3: 99,477 shares; 2021Q4: 113,457 shares 113,457 $6.95M 0.33% +13,980 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,328 shares; 2021Q1: 11,337 shares; 2021Q2: 11,476 shares; 2021Q3: 11,573 shares; 2021Q4: 11,425 shares 11,425 $6.88M 0.33% -148 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: 111,804 shares; 2021Q1: 112,518 shares; 2021Q2: 113,220 shares; 2021Q3: 112,021 shares; 2021Q4: 107,303 shares 107,303 $6.69M 0.32% -4,718 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: 59,608 shares; 2021Q1: 59,752 shares; 2021Q2: 62,144 shares; 2021Q3: 62,850 shares; 2021Q4: 64,676 shares 64,676 $6.67M 0.32% +1,826 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 107,856 shares; 2021Q1: 109,310 shares; 2021Q2: 110,200 shares; 2021Q3: 117,893 shares; 2021Q4: 115,924 shares 115,924 $6.51M 0.31% -1,969 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: 34,837 shares; 2021Q1: 34,702 shares; 2021Q2: 29,281 shares; 2021Q3: 29,033 shares; 2021Q4: 28,836 shares 28,836 $6.37M 0.31% -197 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,671 shares; 2021Q1: 6,706 shares; 2021Q2: 6,792 shares; 2021Q3: 6,754 shares; 2021Q4: 6,742 shares 6,742 $6.17M 0.3% -12 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: 35,356 shares; 2021Q1: 35,004 shares; 2021Q2: 35,321 shares; 2021Q3: 34,709 shares; 2021Q4: 34,380 shares 34,380 $6.11M 0.29% -329 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,025 shares; 2021Q1: 8,153 shares; 2021Q2: 8,642 shares; 2021Q3: 8,965 shares; 2021Q4: 9,158 shares 9,158 $6.09M 0.29% +193 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: 88,366 shares; 2021Q1: 89,526 shares; 2021Q2: 90,007 shares; 2021Q3: 90,525 shares; 2021Q4: 90,380 shares 90,380 $5.99M 0.29% -145 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: 22,054 shares; 2021Q1: 22,994 shares; 2021Q2: 23,248 shares; 2021Q3: 23,617 shares; 2021Q4: 24,619 shares 24,619 $5.94M 0.29% +1,002 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: 78,634 shares; 2021Q1: 65,751 shares; 2021Q2: 66,850 shares; 2021Q3: 67,545 shares; 2021Q4: 68,790 shares 68,790 $5.92M 0.28% +1,245 Timeline IWO 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: 19,799 shares; 2021Q1: 19,575 shares; 2021Q2: 19,518 shares; 2021Q3: 19,826 shares; 2021Q4: 19,920 shares 19,920 $5.84M 0.28% +94 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: 15,852 shares; 2021Q1: 15,939 shares; 2021Q2: 16,158 shares; 2021Q3: 16,243 shares; 2021Q4: 15,665 shares 15,665 $5.57M 0.27% -578 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 211,601 shares; 2021Q4: 211,601 shares 211,601 $5.53M 0.27% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,558 shares; 2021Q1: 41,189 shares; 2021Q2: 38,133 shares; 2021Q3: 45,287 shares; 2021Q4: 47,217 shares 47,217 $5.48M 0.26% +1,930 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: 10,407 shares; 2021Q1: 10,592 shares; 2021Q2: 11,164 shares; 2021Q3: 11,398 shares; 2021Q4: 11,649 shares 11,649 $5.4M 0.26% +251 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,953 shares; 2021Q1: 79,411 shares; 2021Q2: 80,158 shares; 2021Q3: 80,879 shares; 2021Q4: 79,895 shares 79,895 $5.31M 0.26% -984 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: 19,780 shares; 2021Q1: 19,724 shares; 2021Q2: 20,056 shares; 2021Q3: 20,310 shares; 2021Q4: 20,244 shares 20,244 $5M 0.24% -66 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: 23,757 shares; 2021Q1: 23,889 shares; 2021Q2: 24,293 shares; 2021Q3: 24,496 shares; 2021Q4: 24,650 shares 24,650 $4.94M 0.24% +154 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 54,690 shares; 2021Q1: 52,491 shares; 2021Q2: 53,027 shares; 2021Q3: 53,381 shares; 2021Q4: 57,814 shares 57,814 $4.86M 0.23% +4,433 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,967 shares; 2021Q1: 68,097 shares; 2021Q2: 67,592 shares; 2021Q3: 68,072 shares; 2021Q4: 66,295 shares 66,295 $4.75M 0.23% -1,777 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: 9,780 shares; 2021Q1: 9,852 shares; 2021Q2: 10,251 shares; 2021Q3: 9,988 shares; 2021Q4: 9,912 shares 9,912 $4.73M 0.23% -76 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,669 shares; 2021Q1: 77,891 shares; 2021Q2: 78,316 shares; 2021Q3: 79,097 shares; 2021Q4: 77,214 shares 77,214 $4.66M 0.22% -1,883 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 56,046 shares; 2021Q1: 56,394 shares; 2021Q2: 57,048 shares; 2021Q3: 56,519 shares; 2021Q4: 54,630 shares 54,630 $4.66M 0.22% -1,889 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,740 shares; 2021Q1: 78,740 shares; 2021Q2: 78,740 shares; 2021Q3: 78,740 shares; 2021Q4: 77,615 shares 77,615 $4.57M 0.22% -1,125 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,773 shares; 2021Q1: 14,207 shares; 2021Q2: 14,088 shares; 2021Q3: 14,811 shares; 2021Q4: 17,146 shares 17,146 $4.57M 0.22% +2,335 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: 41,468 shares; 2021Q1: 40,870 shares; 2021Q2: 55,047 shares; 2021Q3: 62,747 shares; 2021Q4: 88,667 shares 88,667 $4.53M 0.22% +25,920 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: 24,035 shares; 2021Q1: 24,250 shares; 2021Q2: 24,391 shares; 2021Q3: 24,471 shares; 2021Q4: 22,361 shares 22,361 $4.5M 0.22% -2,110 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 73,639 shares; 2021Q1: 66,930 shares; 2021Q2: 63,847 shares; 2021Q3: 62,455 shares; 2021Q4: 90,922 shares 90,922 $4.5M 0.22% +28,467 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: 34,373 shares; 2021Q1: 34,033 shares; 2021Q2: 34,719 shares; 2021Q3: 36,879 shares; 2021Q4: 31,771 shares 31,771 $4.25M 0.2% -5,108 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: 13,540 shares; 2021Q1: 13,018 shares; 2021Q2: 12,596 shares; 2021Q3: 12,511 shares; 2021Q4: 13,326 shares 13,326 $4.07M 0.2% +815 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 59,026 shares; 2021Q1: 60,387 shares; 2021Q2: 58,730 shares; 2021Q3: 59,296 shares; 2021Q4: 72,104 shares 72,104 $3.98M 0.19% +12,808 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,635 shares; 2021Q1: 5,747 shares; 2021Q2: 5,946 shares; 2021Q3: 6,017 shares; 2021Q4: 6,053 shares 6,053 $3.95M 0.19% +36 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: 48,802 shares; 2021Q1: 49,274 shares; 2021Q2: 50,382 shares; 2021Q3: 51,488 shares; 2021Q4: 51,864 shares 51,864 $3.94M 0.19% +376 Timeline VCR 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: 10,354 shares; 2021Q1: 10,455 shares; 2021Q2: 10,624 shares; 2021Q3: 10,519 shares; 2021Q4: 11,376 shares 11,376 $3.88M 0.19% +857 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: 91,119 shares; 2021Q1: 84,468 shares; 2021Q2: 86,306 shares; 2021Q3: 83,234 shares; 2021Q4: 74,327 shares 74,327 $3.86M 0.19% -8,907 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: 39,961 shares; 2021Q1: 40,047 shares; 2021Q2: 40,063 shares; 2021Q3: 41,359 shares; 2021Q4: 41,271 shares 41,271 $3.84M 0.18% -88 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 166,148 shares; 2021Q1: 173,281 shares; 2021Q2: 177,192 shares; 2021Q3: 179,011 shares; 2021Q4: 182,482 shares 182,482 $3.79M 0.18% +3,471 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: 192,629 shares; 2021Q1: 196,971 shares; 2021Q2: 203,058 shares; 2021Q3: 163,193 shares; 2021Q4: 153,204 shares 153,204 $3.77M 0.18% -9,989 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: 1,474 shares; 2021Q1: 1,505 shares; 2021Q2: 1,537 shares; 2021Q3: 1,565 shares; 2021Q4: 1,550 shares 1,550 $3.72M 0.18% -15 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,714 shares; 2021Q1: 9,842 shares; 2021Q2: 10,063 shares; 2021Q3: 10,147 shares; 2021Q4: 10,002 shares 10,002 $3.7M 0.18% -145 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,621 shares; 2021Q1: 8,734 shares; 2021Q2: 8,734 shares; 2021Q3: 9,025 shares; 2021Q4: 9,550 shares 9,550 $3.7M 0.18% +525 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: 26,391 shares; 2021Q1: 25,978 shares; 2021Q2: 24,979 shares; 2021Q3: 23,859 shares; 2021Q4: 22,781 shares 22,781 $3.56M 0.17% -1,078 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: 27,613 shares; 2021Q1: 27,593 shares; 2021Q2: 27,318 shares; 2021Q3: 26,189 shares; 2021Q4: 25,546 shares 25,546 $3.55M 0.17% -643 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: 13,541 shares; 2021Q1: 13,642 shares; 2021Q2: 14,024 shares; 2021Q3: 13,930 shares; 2021Q4: 13,710 shares 13,710 $3.55M 0.17% -220 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: 12,479 shares; 2021Q1: 12,682 shares; 2021Q2: 12,847 shares; 2021Q3: 13,361 shares; 2021Q4: 13,112 shares 13,112 $3.51M 0.17% -249 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: 37,098 shares; 2021Q1: 35,492 shares; 2021Q2: 35,083 shares; 2021Q3: 34,441 shares; 2021Q4: 29,710 shares 29,710 $3.49M 0.17% -4,731 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,434 shares; 2021Q1: 45,298 shares; 2021Q2: 46,408 shares; 2021Q3: 48,551 shares; 2021Q4: 47,938 shares 47,938 $3.48M 0.17% -613 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,320 shares; 2021Q1: 27,115 shares; 2021Q2: 27,220 shares; 2021Q3: 27,376 shares; 2021Q4: 26,162 shares 26,162 $3.46M 0.17% -1,214 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 32,232 shares; 2021Q1: 33,050 shares; 2021Q2: 33,955 shares; 2021Q3: 34,944 shares; 2021Q4: 33,320 shares 33,320 $3.45M 0.17% -1,624 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: 7,944 shares; 2021Q1: 7,984 shares; 2021Q2: 8,108 shares; 2021Q3: 8,084 shares; 2021Q4: 8,659 shares 8,659 $3.44M 0.17% +575 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: 75,856 shares; 2021Q1: 68,353 shares; 2021Q2: 66,543 shares; 2021Q3: 60,943 shares; 2021Q4: 55,914 shares 55,914 $3.42M 0.16% -5,029 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,377 shares; 2021Q1: 31,733 shares; 2021Q2: 33,610 shares; 2021Q3: 34,228 shares; 2021Q4: 35,665 shares 35,665 $3.32M 0.16% +1,437 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: 16,798 shares; 2021Q1: 16,798 shares; 2021Q2: 16,798 shares; 2021Q3: 16,323 shares; 2021Q4: 17,767 shares 17,767 $3.09M 0.15% +1,444 Timeline EMB 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: 19,693 shares; 2021Q1: 27,696 shares; 2021Q2: 28,511 shares; 2021Q3: 29,371 shares; 2021Q4: 27,232 shares 27,232 $2.97M 0.14% -2,139 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,592 shares; 2021Q1: 27,593 shares; 2021Q2: 27,449 shares; 2021Q3: 27,470 shares; 2021Q4: 27,470 shares 27,470 $2.95M 0.14% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,108 shares; 2021Q1: 42,078 shares; 2021Q2: 41,496 shares; 2021Q3: 40,896 shares; 2021Q4: 37,486 shares 37,486 $2.95M 0.14% -3,410 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,571 shares; 2021Q1: 19,382 shares; 2021Q2: 19,733 shares; 2021Q3: 20,176 shares; 2021Q4: 20,273 shares 20,273 $2.9M 0.14% +97 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,383 shares; 2021Q1: 39,023 shares; 2021Q2: 36,984 shares; 2021Q3: 34,664 shares; 2021Q4: 32,349 shares 32,349 $2.87M 0.14% -2,315 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 52,059 shares; 2021Q1: 53,111 shares; 2021Q2: 49,464 shares; 2021Q3: 46,787 shares; 2021Q4: 45,526 shares 45,526 $2.85M 0.14% -1,261 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,010 shares; 2021Q1: 42,931 shares; 2021Q2: 43,740 shares; 2021Q3: 43,464 shares; 2021Q4: 41,129 shares 41,129 $2.74M 0.13% -2,335 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,482 shares; 2021Q1: 12,714 shares; 2021Q2: 12,768 shares; 2021Q3: 13,070 shares; 2021Q4: 12,983 shares 12,983 $2.71M 0.13% -87 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 43,049 shares; 2021Q1: 43,977 shares; 2021Q2: 45,633 shares; 2021Q3: 46,184 shares; 2021Q4: 46,715 shares 46,715 $2.66M 0.13% +531 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,821 shares; 2021Q1: 37,171 shares; 2021Q2: 31,665 shares; 2021Q3: 29,665 shares; 2021Q4: 29,665 shares 29,665 $2.64M 0.13% 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: 1,637 shares; 2021Q1: 1,828 shares; 2021Q2: 2,035 shares; 2021Q3: 2,167 shares; 2021Q4: 7,317 shares 7,317 $2.63M 0.13% +5,150 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,222 shares; 2021Q1: 11,232 shares; 2021Q2: 11,327 shares; 2021Q3: 11,538 shares; 2021Q4: 12,612 shares 12,612 $2.56M 0.12% +1,074 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,237 shares; 2021Q1: 17,725 shares; 2021Q2: 15,920 shares; 2021Q3: 15,406 shares; 2021Q4: 14,048 shares 14,048 $2.51M 0.12% -1,358 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,161 shares; 2021Q1: 31,950 shares; 2021Q2: 32,228 shares; 2021Q3: 48,039 shares; 2021Q4: 34,312 shares 34,312 $2.46M 0.12% -13,727 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,104 shares; 2021Q1: 47,178 shares; 2021Q2: 46,331 shares; 2021Q3: 44,125 shares; 2021Q4: 42,224 shares 42,224 $2.45M 0.12% -1,901 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: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 26,008 shares; 2021Q4: 25,479 shares 25,479 $2.41M 0.12% -529 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,997 shares; 2021Q1: 4,962 shares; 2021Q2: 4,206 shares; 2021Q3: 13,176 shares; 2021Q4: 46,786 shares 46,786 $2.4M 0.12% +33,610 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,880 shares; 2021Q1: 19,247 shares; 2021Q2: 60,234 shares; 2021Q3: 61,926 shares; 2021Q4: 63,914 shares 63,914 $2.4M 0.12% +1,988 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 23,100 shares; 2021Q4: 23,100 shares 23,100 $2.39M 0.11% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,685 shares; 2021Q1: 7,498 shares; 2021Q2: 7,161 shares; 2021Q3: 7,286 shares; 2021Q4: 7,197 shares 7,197 $2.31M 0.11% -89 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,024 shares; 2021Q1: 8,525 shares; 2021Q2: 8,115 shares; 2021Q3: 8,476 shares; 2021Q4: 8,731 shares 8,731 $2.2M 0.11% +255 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,959 shares; 2021Q1: 7,794 shares; 2021Q2: 7,724 shares; 2021Q3: 7,969 shares; 2021Q4: 7,766 shares 7,766 $2.19M 0.11% -203 Timeline IDU 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: 25,674 shares; 2021Q1: 24,874 shares; 2021Q2: 24,714 shares; 2021Q3: 24,669 shares; 2021Q4: 24,421 shares 24,421 $2.16M 0.1% -248 Timeline OEF 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: 9,805 shares; 2021Q1: 9,805 shares; 2021Q2: 9,805 shares; 2021Q3: 9,805 shares; 2021Q4: 9,805 shares 9,805 $2.15M 0.1% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 64,641 shares; 2021Q1: 55,281 shares; 2021Q2: 48,033 shares; 2021Q3: 47,988 shares; 2021Q4: 42,558 shares 42,558 $2.14M 0.1% -5,430 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65,948 shares; 2021Q1: 63,938 shares; 2021Q2: 61,310 shares; 2021Q3: 58,270 shares; 2021Q4: 55,925 shares 55,925 $2.08M 0.1% -2,345 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: 10,785 shares; 2021Q1: 10,449 shares; 2021Q2: 11,236 shares; 2021Q3: 11,757 shares; 2021Q4: 12,318 shares 12,318 $2.04M 0.1% +561 Timeline IWR 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: 35,395 shares; 2021Q1: 29,515 shares; 2021Q2: 27,960 shares; 2021Q3: 27,960 shares; 2021Q4: 23,350 shares 23,350 $1.94M 0.09% -4,610 Timeline ACWX 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: 29,769 shares; 2021Q1: 30,129 shares; 2021Q2: 30,446 shares; 2021Q3: 31,874 shares; 2021Q4: 34,794 shares 34,794 $1.94M 0.09% +2,920 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,330 shares; 2021Q1: 7,467 shares; 2021Q2: 7,983 shares; 2021Q3: 8,346 shares; 2021Q4: 8,426 shares 8,426 $1.93M 0.09% +80 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,680 shares; 2021Q1: 18,167 shares; 2021Q2: 19,313 shares; 2021Q3: 20,894 shares; 2021Q4: 18,448 shares 18,448 $1.92M 0.09% -2,446 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,110 shares; 2021Q1: 34,275 shares; 2021Q2: 35,526 shares; 2021Q3: 35,637 shares; 2021Q4: 36,275 shares 36,275 $1.89M 0.09% +638 AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,195 shares; 2021Q1: 37,340 shares; 2021Q2: 35,331 shares; 2021Q3: 34,014 shares; 2021Q4: 32,199 shares 32,199 $1.88M 0.09% -1,815 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 30,640 shares; 2021Q3: 30,890 shares; 2021Q4: 30,640 shares 30,640 $1.79M 0.09% -250 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,271 shares; 2021Q1: 31,557 shares; 2021Q2: 35,478 shares; 2021Q3: 37,986 shares; 2021Q4: 37,166 shares 37,166 $1.75M 0.08% -820 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,083 shares; 2021Q1: 5,236 shares; 2021Q2: 5,236 shares; 2021Q3: 9,336 shares; 2021Q4: 9,336 shares 9,336 $1.71M 0.08% 0 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: 26,279 shares; 2021Q1: 24,900 shares; 2021Q2: 24,456 shares; 2021Q3: 24,161 shares; 2021Q4: 23,603 shares 23,603 $1.7M 0.08% -558 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,803 shares; 2021Q1: 4,935 shares; 2021Q2: 5,745 shares; 2021Q3: 6,447 shares; 2021Q4: 5,963 shares 5,963 $1.68M 0.08% -484 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: 3,561 shares; 2021Q1: 4,201 shares; 2021Q2: 4,807 shares; 2021Q3: 5,559 shares; 2021Q4: 6,821 shares 6,821 $1.67M 0.08% +1,262 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: 5,364 shares; 2021Q1: 5,761 shares; 2021Q2: 6,216 shares; 2021Q3: 6,229 shares; 2021Q4: 7,071 shares 7,071 $1.62M 0.08% +842 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: 51,970 shares; 2021Q1: 49,875 shares; 2021Q2: 48,570 shares; 2021Q3: 44,115 shares; 2021Q4: 42,730 shares 42,730 $1.61M 0.08% -1,385 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: 42,371 shares; 2021Q1: 42,188 shares; 2021Q2: 41,551 shares; 2021Q3: 41,471 shares; 2021Q4: 40,511 shares 40,511 $1.58M 0.08% -960 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: 10,360 shares; 2021Q1: 10,939 shares; 2021Q2: 11,700 shares; 2021Q3: 12,808 shares; 2021Q4: 11,936 shares 11,936 $1.57M 0.08% -872 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,064 shares; 2021Q1: 4,012 shares; 2021Q2: 4,172 shares; 2021Q3: 4,175 shares; 2021Q4: 4,460 shares 4,460 $1.53M 0.07% +285 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,427 shares; 2021Q1: 18,227 shares; 2021Q2: 18,130 shares; 2021Q3: 18,130 shares; 2021Q4: 18,130 shares 18,130 $1.51M 0.07% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,298 shares; 2021Q1: 5,621 shares; 2021Q2: 6,401 shares; 2021Q3: 7,032 shares; 2021Q4: 7,790 shares 7,790 $1.51M 0.07% +758 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,234 shares; 2021Q1: 9,457 shares; 2021Q2: 10,023 shares; 2021Q3: 10,549 shares; 2021Q4: 10,348 shares 10,348 $1.5M 0.07% -201 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,624 shares; 2021Q1: 1,235 shares; 2021Q2: 1,626 shares; 2021Q3: 1,941 shares; 2021Q4: 2,297 shares 2,297 $1.49M 0.07% +356 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,244 shares; 2021Q1: 12,574 shares; 2021Q2: 11,523 shares; 2021Q3: 13,660 shares; 2021Q4: 10,684 shares 10,684 $1.46M 0.07% -2,976 Timeline IYM 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: 11,305 shares; 2021Q1: 11,120 shares; 2021Q2: 11,080 shares; 2021Q3: 11,070 shares; 2021Q4: 10,385 shares 10,385 $1.46M 0.07% -685 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,084 shares; 2021Q1: 19,400 shares; 2021Q2: 18,155 shares; 2021Q3: 17,500 shares; 2021Q4: 16,895 shares 16,895 $1.45M 0.07% -605 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,075 shares; 2021Q1: 6,905 shares; 2021Q2: 6,854 shares; 2021Q3: 6,564 shares; 2021Q4: 6,005 shares 6,005 $1.44M 0.07% -559 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,355 shares; 2021Q1: 4,439 shares; 2021Q2: 4,069 shares; 2021Q3: 4,270 shares; 2021Q4: 3,779 shares 3,779 $1.44M 0.07% -491 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: 14,779 shares; 2021Q1: 16,142 shares; 2021Q2: 19,103 shares; 2021Q3: 21,056 shares; 2021Q4: 24,268 shares 24,268 $1.42M 0.07% +3,212 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: 17,038 shares; 2021Q1: 17,038 shares; 2021Q2: 17,038 shares; 2021Q3: 16,888 shares; 2021Q4: 16,788 shares 16,788 $1.41M 0.07% -100 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,322 shares; 2021Q1: 27,205 shares; 2021Q2: 27,103 shares; 2021Q3: 26,898 shares; 2021Q4: 25,820 shares 25,820 $1.4M 0.07% -1,078 Timeline VDC 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: 6,060 shares; 2021Q1: 6,135 shares; 2021Q2: 6,186 shares; 2021Q3: 6,168 shares; 2021Q4: 6,875 shares 6,875 $1.37M 0.07% +707 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: 7,345 shares; 2021Q1: 7,375 shares; 2021Q2: 6,735 shares; 2021Q3: 7,145 shares; 2021Q4: 9,310 shares 9,310 $1.37M 0.07% +2,165 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,503 shares; 2021Q1: 9,335 shares; 2021Q2: 8,920 shares; 2021Q3: 8,340 shares; 2021Q4: 8,476 shares 8,476 $1.37M 0.07% +136 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: 4,513 shares; 2021Q1: 5,179 shares; 2021Q2: 5,770 shares; 2021Q3: 8,365 shares; 2021Q4: 12,849 shares 12,849 $1.36M 0.07% +4,484 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: 9,049 shares; 2021Q1: 7,185 shares; 2021Q2: 6,315 shares; 2021Q3: 6,499 shares; 2021Q4: 6,109 shares 6,109 $1.36M 0.07% -390 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,101 shares; 2021Q1: 16,951 shares; 2021Q2: 16,282 shares; 2021Q3: 15,810 shares; 2021Q4: 15,177 shares 15,177 $1.32M 0.06% -633 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: 2,797 shares; 2021Q1: 2,738 shares; 2021Q2: 2,714 shares; 2021Q3: 2,714 shares; 2021Q4: 2,538 shares 2,538 $1.31M 0.06% -176 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: 4,731 shares; 2021Q1: 4,431 shares; 2021Q2: 4,111 shares; 2021Q3: 4,075 shares; 2021Q4: 4,475 shares 4,475 $1.27M 0.06% +400 Timeline EFG 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: 15,614 shares; 2021Q1: 13,313 shares; 2021Q2: 12,874 shares; 2021Q3: 13,210 shares; 2021Q4: 11,484 shares 11,484 $1.27M 0.06% -1,726 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: 18,287 shares; 2021Q1: 17,802 shares; 2021Q2: 17,620 shares; 2021Q3: 17,451 shares; 2021Q4: 17,213 shares 17,213 $1.25M 0.06% -238 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,023 shares; 2021Q1: 7,979 shares; 2021Q2: 7,804 shares; 2021Q3: 7,424 shares; 2021Q4: 7,081 shares 7,081 $1.25M 0.06% -343 Timeline SCZ 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: 22,361 shares; 2021Q1: 18,599 shares; 2021Q2: 17,208 shares; 2021Q3: 16,858 shares; 2021Q4: 16,931 shares 16,931 $1.24M 0.06% +73 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,041 shares; 2021Q1: 18,900 shares; 2021Q2: 19,500 shares; 2021Q3: 19,265 shares; 2021Q4: 18,765 shares 18,765 $1.21M 0.06% -500 Timeline IYW 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: 11,140 shares; 2021Q1: 11,185 shares; 2021Q2: 11,130 shares; 2021Q3: 11,130 shares; 2021Q4: 10,460 shares 10,460 $1.2M 0.06% -670 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: 16,945 shares; 2021Q1: 15,960 shares; 2021Q2: 14,983 shares; 2021Q3: 14,588 shares; 2021Q4: 14,646 shares 14,646 $1.19M 0.06% +58 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,181 shares; 2021Q3: 6,028 shares; 2021Q4: 8,252 shares 8,252 $1.19M 0.06% +2,224 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,200 shares; 2021Q1: 9,136 shares; 2021Q2: 9,136 shares; 2021Q3: 9,136 shares; 2021Q4: 9,189 shares 9,189 $1.19M 0.06% +53 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,781 shares; 2021Q1: 15,335 shares; 2021Q2: 15,111 shares; 2021Q3: 15,922 shares; 2021Q4: 15,047 shares 15,047 $1.18M 0.06% -875 Timeline TIP 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: 6,260 shares; 2021Q1: 6,482 shares; 2021Q2: 6,124 shares; 2021Q3: 6,598 shares; 2021Q4: 9,094 shares 9,094 $1.18M 0.06% +2,496 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,082 shares; 2021Q2: 4,132 shares; 2021Q3: 11,546 shares; 2021Q4: 10,128 shares 10,128 $1.18M 0.06% -1,418 Timeline IYZ 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: 36,009 shares; 2021Q1: 36,009 shares; 2021Q2: 35,644 shares; 2021Q3: 35,254 shares; 2021Q4: 34,539 shares 34,539 $1.14M 0.05% -715 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,539 shares; 2021Q1: 3,614 shares; 2021Q2: 2,774 shares; 2021Q3: 2,774 shares; 2021Q4: 8,404 shares 8,404 $1.13M 0.05% +5,630 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,038 shares; 2021Q1: 25,994 shares; 2021Q2: 25,478 shares; 2021Q3: 24,798 shares; 2021Q4: 23,493 shares 23,493 $1.06M 0.05% -1,305 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,404 shares; 2021Q1: 17,994 shares; 2021Q2: 17,154 shares; 2021Q3: 16,474 shares; 2021Q4: 15,553 shares 15,553 $1.05M 0.05% -921 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,118 shares; 2021Q1: 4,118 shares; 2021Q2: 4,148 shares; 2021Q3: 4,148 shares; 2021Q4: 4,148 shares 4,148 $1.01M 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,442 shares; 2021Q1: 23,968 shares; 2021Q2: 23,968 shares; 2021Q3: 22,768 shares; 2021Q4: 20,303 shares 20,303 $992K 0.05% -2,465 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10,684 shares; 2021Q2: 10,570 shares; 2021Q3: 10,570 shares; 2021Q4: 10,355 shares 10,355 $989K 0.05% -215 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,620 shares; 2021Q1: 31,961 shares; 2021Q2: 30,735 shares; 2021Q3: 30,214 shares; 2021Q4: 26,834 shares 26,834 $955K 0.05% -3,380 Timeline PROMETHEUS BIOSCIENCES INC PROMETHEUS BIOSCIENCES INC More: the full row for PROMETHEUS BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 23,883 shares 23,883 $944K 0.05% new 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: 22,696 shares; 2021Q1: 23,870 shares; 2021Q2: 25,213 shares; 2021Q3: 24,690 shares; 2021Q4: 25,816 shares 25,816 $927K 0.04% +1,126 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,290 shares; 2021Q1: 3,518 shares; 2021Q2: 3,518 shares; 2021Q3: 3,518 shares; 2021Q4: 5,638 shares 5,638 $923K 0.04% +2,120 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,002 shares; 2021Q1: 8,777 shares; 2021Q2: 8,962 shares; 2021Q3: 8,482 shares; 2021Q4: 8,452 shares 8,452 $915K 0.04% -30 Timeline IWB 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: 2,877 shares; 2021Q1: 2,877 shares; 2021Q2: 3,340 shares; 2021Q3: 3,340 shares; 2021Q4: 3,340 shares 3,340 $883K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,999 shares; 2021Q1: 2,221 shares; 2021Q2: 2,588 shares; 2021Q3: 2,755 shares; 2021Q4: 2,853 shares 2,853 $849K 0.04% +98 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: 10,805 shares; 2021Q1: 8,111 shares; 2021Q2: 8,127 shares; 2021Q3: 8,240 shares; 2021Q4: 7,390 shares 7,390 $846K 0.04% -850 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,530 shares; 2021Q1: 11,990 shares; 2021Q2: 8,176 shares; 2021Q3: 13,201 shares; 2021Q4: 16,409 shares 16,409 $828K 0.04% +3,208 Timeline ACWI 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: 7,538 shares; 2021Q1: 7,538 shares; 2021Q2: 7,538 shares; 2021Q3: 7,538 shares; 2021Q4: 7,538 shares 7,538 $797K 0.04% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,792 shares; 2021Q1: 7,492 shares; 2021Q2: 7,492 shares; 2021Q3: 7,492 shares; 2021Q4: 7,392 shares 7,392 $796K 0.04% -100 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: 14,715 shares; 2021Q1: 14,607 shares; 2021Q2: 14,223 shares; 2021Q3: 13,436 shares; 2021Q4: 13,246 shares 13,246 $776K 0.04% -190 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,478 shares; 2021Q1: 2,248 shares; 2021Q2: 2,248 shares; 2021Q3: 2,122 shares; 2021Q4: 2,122 shares 2,122 $771K 0.04% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,175 shares; 2021Q3: 1,243 shares; 2021Q4: 1,393 shares 1,393 $758K 0.04% +150 Timeline VTWO 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: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8,400 shares; 2021Q4: 8,400 shares 8,400 $754K 0.04% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,976 shares; 2021Q1: 3,976 shares; 2021Q2: 3,976 shares; 2021Q3: 3,976 shares; 2021Q4: 3,976 shares 3,976 $723K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,992 shares; 2021Q3: 3,048 shares; 2021Q4: 4,135 shares 4,135 $719K 0.03% +1,087 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: 4,638 shares; 2021Q1: not reported; 2021Q2: 4,108 shares; 2021Q3: 4,119 shares; 2021Q4: 5,490 shares 5,490 $710K 0.03% +1,371 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: 4,320 shares; 2021Q1: 4,320 shares; 2021Q2: 4,320 shares; 2021Q3: 4,320 shares; 2021Q4: 4,320 shares 4,320 $703K 0.03% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,399 shares; 2021Q1: 11,169 shares; 2021Q2: 10,874 shares; 2021Q3: 10,774 shares; 2021Q4: 10,229 shares 10,229 $691K 0.03% -545 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,189 shares; 2021Q1: 9,129 shares; 2021Q2: 9,129 shares; 2021Q3: 9,114 shares; 2021Q4: 8,954 shares 8,954 $683K 0.03% -160 Timeline DVY 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: 5,466 shares; 2021Q1: 5,466 shares; 2021Q2: 5,454 shares; 2021Q3: 5,454 shares; 2021Q4: 5,454 shares 5,454 $669K 0.03% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,733 shares; 2021Q1: 13,661 shares; 2021Q2: 13,581 shares; 2021Q3: 13,501 shares; 2021Q4: 13,401 shares 13,401 $668K 0.03% -100 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,421 shares; 2021Q1: 2,490 shares; 2021Q2: 2,490 shares; 2021Q3: 2,490 shares; 2021Q4: 2,450 shares 2,450 $660K 0.03% -40 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: 1,437 shares; 2021Q1: 1,437 shares; 2021Q2: 1,437 shares; 2021Q3: 3,437 shares; 2021Q4: 3,402 shares 3,402 $658K 0.03% -35 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,317 shares; 2021Q1: 23,207 shares; 2021Q2: 22,172 shares; 2021Q3: 22,184 shares; 2021Q4: 21,414 shares 21,414 $646K 0.03% -770 IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,465 shares 5,465 $643K 0.03% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,050 shares; 2021Q1: 8,225 shares; 2021Q2: 7,378 shares; 2021Q3: 7,194 shares; 2021Q4: 6,787 shares 6,787 $631K 0.03% -407 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: 45,651 shares; 2021Q1: 44,931 shares; 2021Q2: 43,086 shares; 2021Q3: 39,796 shares; 2021Q4: 39,441 shares 39,441 $622K 0.03% -355 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,867 shares; 2021Q1: 2,467 shares; 2021Q2: 2,467 shares; 2021Q3: 2,340 shares; 2021Q4: 2,340 shares 2,340 $610K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,224 shares; 2021Q1: 7,224 shares; 2021Q2: 8,064 shares; 2021Q3: 8,064 shares; 2021Q4: 8,064 shares 8,064 $602K 0.03% 0 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: 22,605 shares; 2021Q1: 21,122 shares; 2021Q2: 20,172 shares; 2021Q3: 20,054 shares; 2021Q4: 19,847 shares 19,847 $594K 0.03% -207 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 420 shares; 2021Q1: 419 shares; 2021Q2: 432 shares; 2021Q3: 428 shares; 2021Q4: 430 shares 430 $592K 0.03% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,490 shares; 2021Q3: 2,089 shares; 2021Q4: 2,508 shares 2,508 $591K 0.03% +419 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,389 shares; 2021Q3: 2,202 shares; 2021Q4: 3,540 shares 3,540 $584K 0.03% +1,338 DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,182 shares; 2021Q1: 3,211 shares; 2021Q2: 3,182 shares; 2021Q3: 3,182 shares; 2021Q4: 3,182 shares 3,182 $578K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,961 shares; 2021Q1: 7,852 shares; 2021Q2: 6,844 shares; 2021Q3: 6,844 shares; 2021Q4: 6,102 shares 6,102 $570K 0.03% -742 Timeline Ouster Inc Ouster Inc More: the full row for Ouster Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 109,548 shares 109,548 $570K 0.03% new FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,086 shares; 2021Q1: 17,403 shares; 2021Q2: 16,300 shares; 2021Q3: 15,752 shares; 2021Q4: 15,292 shares 15,292 $564K 0.03% -460 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,235 shares; 2021Q1: 9,816 shares; 2021Q2: 9,395 shares; 2021Q3: 9,413 shares; 2021Q4: 8,803 shares 8,803 $563K 0.03% -610 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: not reported; 2021Q1: not reported; 2021Q2: 2,318 shares; 2021Q3: 2,927 shares; 2021Q4: 3,211 shares 3,211 $555K 0.03% +284 Timeline ACWV 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: 2,209 shares; 2021Q1: 2,209 shares; 2021Q2: 5,116 shares; 2021Q3: 5,116 shares; 2021Q4: 5,116 shares 5,116 $554K 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 393 shares; 2021Q3: 561 shares; 2021Q4: 780 shares 780 $551K 0.03% +219 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,953 shares; 2021Q3: 2,482 shares; 2021Q4: 3,191 shares 3,191 $533K 0.03% +709 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,323 shares; 2021Q3: 3,468 shares; 2021Q4: 8,534 shares 8,534 $529K 0.03% +5,066 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: 8,465 shares; 2021Q1: 8,465 shares; 2021Q2: 8,491 shares; 2021Q3: 8,863 shares; 2021Q4: 8,863 shares 8,863 $516K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,047 shares; 2021Q1: 4,148 shares; 2021Q2: 3,993 shares; 2021Q3: 3,993 shares; 2021Q4: 3,961 shares 3,961 $513K 0.02% -32 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,369 shares; 2021Q1: 1,366 shares; 2021Q2: 1,343 shares; 2021Q3: 1,313 shares; 2021Q4: 1,313 shares 1,313 $513K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,258 shares; 2021Q1: 3,035 shares; 2021Q2: 3,055 shares; 2021Q3: 3,057 shares; 2021Q4: 2,906 shares 2,906 $507K 0.02% -151 Timeline IWS 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: 4,118 shares; 2021Q1: 4,118 shares; 2021Q2: 4,118 shares; 2021Q3: 4,135 shares; 2021Q4: 4,135 shares 4,135 $506K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,792 shares; 2021Q1: 1,792 shares; 2021Q2: 1,792 shares; 2021Q3: 1,792 shares; 2021Q4: 2,442 shares 2,442 $499K 0.02% +650 Timeline EWU 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: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 15,000 shares 15,000 $497K 0.02% new 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: 8,433 shares; 2021Q1: 6,597 shares; 2021Q2: 5,830 shares; 2021Q3: 5,793 shares; 2021Q4: 5,223 shares 5,223 $496K 0.02% -570 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,890 shares; 2021Q1: 1,890 shares; 2021Q2: 1,825 shares; 2021Q3: 1,825 shares; 2021Q4: 1,676 shares 1,676 $455K 0.02% -149 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,468 shares; 2021Q1: 1,490 shares; 2021Q2: 1,515 shares; 2021Q3: 1,533 shares; 2021Q4: 1,533 shares 1,533 $448K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,346 shares; 2021Q1: 5,378 shares; 2021Q2: 5,378 shares; 2021Q3: 5,658 shares; 2021Q4: 5,622 shares 5,622 $442K 0.02% -36 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: 2,065 shares; 2021Q1: 2,065 shares; 2021Q2: 1,875 shares; 2021Q3: 1,830 shares; 2021Q4: 1,775 shares 1,775 $441K 0.02% -55 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8,302 shares; 2021Q4: 8,302 shares 8,302 $434K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,515 shares; 2021Q1: 6,515 shares; 2021Q2: 5,950 shares; 2021Q3: 5,276 shares; 2021Q4: 5,276 shares 5,276 $427K 0.02% 0 Timeline IXC 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: 15,100 shares; 2021Q1: 15,100 shares; 2021Q2: 15,100 shares; 2021Q3: 15,100 shares; 2021Q4: 15,100 shares 15,100 $415K 0.02% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,353 shares; 2021Q1: 1,376 shares; 2021Q2: 1,348 shares; 2021Q3: 1,345 shares; 2021Q4: 1,345 shares 1,345 $409K 0.02% 0 Timeline IYE 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: 13,560 shares; 2021Q1: 13,560 shares; 2021Q2: 13,560 shares; 2021Q3: 13,510 shares; 2021Q4: 13,510 shares 13,510 $407K 0.02% 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: 3,975 shares; 2021Q1: 3,900 shares; 2021Q2: 3,900 shares; 2021Q3: 3,900 shares; 2021Q4: 2,322 shares 2,322 $397K 0.02% -1,578 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,516 shares; 2021Q1: 6,550 shares; 2021Q2: 6,332 shares; 2021Q3: 6,005 shares; 2021Q4: 5,250 shares 5,250 $384K 0.02% -755 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,825 shares; 2021Q1: 2,825 shares; 2021Q2: 3,359 shares; 2021Q3: 3,359 shares; 2021Q4: 3,359 shares 3,359 $380K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,835 shares; 2021Q1: 2,547 shares; 2021Q2: 2,510 shares; 2021Q3: 2,510 shares; 2021Q4: 2,510 shares 2,510 $377K 0.02% 0 Timeline IYC 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: 4,560 shares; 2021Q1: 4,560 shares; 2021Q2: 4,560 shares; 2021Q3: 4,340 shares; 2021Q4: 4,340 shares 4,340 $365K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,022 shares; 2021Q1: 3,237 shares; 2021Q2: 3,457 shares; 2021Q3: 3,432 shares; 2021Q4: 4,722 shares 4,722 $364K 0.02% +1,290 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: not reported; 2021Q1: not reported; 2021Q2: 2,447 shares; 2021Q3: 3,763 shares; 2021Q4: 3,100 shares 3,100 $354K 0.02% -663 Timeline NYF 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: 5,600 shares; 2021Q1: 5,600 shares; 2021Q2: 6,100 shares; 2021Q3: 6,100 shares; 2021Q4: 6,100 shares 6,100 $354K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,001 shares; 2021Q4: 1,000 shares 1,000 $352K 0.02% -1 Timeline CHIMERIX INC COM CHIMERIX INC COM More: the full row for CHIMERIX INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,013 shares; 2021Q1: 44,055 shares; 2021Q2: 44,055 shares; 2021Q3: 44,055 shares; 2021Q4: 54,055 shares 54,055 $348K 0.02% +10,000 DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,638 shares; 2021Q1: 6,592 shares; 2021Q2: 6,569 shares; 2021Q3: 6,534 shares; 2021Q4: 6,139 shares 6,139 $345K 0.02% -395 Timeline ONCTERNAL THERAPEUTICS INC ONCTERNAL THERAPEUTICS INC More: the full row for ONCTERNAL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150,464 shares; 2021Q1: 150,464 shares; 2021Q2: 150,464 shares; 2021Q3: 150,464 shares; 2021Q4: 150,464 shares 150,464 $342K 0.02% 0 IJS 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: 5,936 shares; 2021Q1: 5,897 shares; 2021Q2: 3,825 shares; 2021Q3: 3,842 shares; 2021Q4: 3,244 shares 3,244 $339K 0.02% -598 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 31,559 shares; 2021Q3: 29,174 shares; 2021Q4: 26,914 shares 26,914 $338K 0.02% -2,260 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: 2,756 shares; 2021Q1: 2,379 shares; 2021Q2: 2,303 shares; 2021Q3: 2,374 shares; 2021Q4: 2,374 shares 2,374 $334K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,250 shares; 2021Q1: 1,270 shares; 2021Q2: 1,875 shares; 2021Q3: 1,977 shares; 2021Q4: 2,047 shares 2,047 $331K 0.02% +70 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,496 shares; 2021Q1: 4,496 shares; 2021Q2: 4,496 shares; 2021Q3: 4,496 shares; 2021Q4: 4,496 shares 4,496 $331K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,235 shares; 2021Q1: 8,422 shares; 2021Q2: 7,865 shares; 2021Q3: 7,865 shares; 2021Q4: 6,965 shares 6,965 $330K 0.02% -900 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,380 shares 1,380 $330K 0.02% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 615 shares; 2021Q2: 615 shares; 2021Q3: 647 shares; 2021Q4: 697 shares 697 $329K 0.02% +50 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 13,216 shares; 2021Q3: 13,216 shares; 2021Q4: 13,216 shares 13,216 $328K 0.02% 0 Timeline DISH NETWORK CORPORATION DISH NETWORK CORPORATION More: the full row for DISH NETWORK CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,570 shares; 2021Q1: 12,570 shares; 2021Q2: 12,570 shares; 2021Q3: 12,100 shares; 2021Q4: 10,100 shares 10,100 $328K 0.02% -2,000 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: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 541 shares; 2021Q4: 658 shares 658 $324K 0.02% +117 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,778 shares 2,778 $322K 0.02% new SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,912 shares; 2021Q2: 3,947 shares; 2021Q3: 3,947 shares; 2021Q4: 3,927 shares 3,927 $316K 0.02% -20 Timeline IYH 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: 1,105 shares; 2021Q1: 1,105 shares; 2021Q2: 1,040 shares; 2021Q3: 1,040 shares; 2021Q4: 1,040 shares 1,040 $312K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,937 shares; 2021Q3: 8,937 shares; 2021Q4: 8,937 shares 8,937 $311K 0.01% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,233 shares; 2021Q4: 4,233 shares 4,233 $310K 0.01% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 496 shares; 2021Q3: 499 shares; 2021Q4: 429 shares 429 $309K 0.01% -70 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: not reported; 2021Q1: not reported; 2021Q2: 2,913 shares; 2021Q3: 2,913 shares; 2021Q4: 3,766 shares 3,766 $304K 0.01% +853 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,734 shares; 2021Q4: 3,167 shares 3,167 $304K 0.01% +433 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: 1,422 shares; 2021Q1: 1,371 shares; 2021Q2: 1,251 shares; 2021Q3: 1,245 shares; 2021Q4: 1,264 shares 1,264 $297K 0.01% +19 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,262 shares; 2021Q1: 21,956 shares; 2021Q2: 20,211 shares; 2021Q3: 18,020 shares; 2021Q4: 21,655 shares 21,655 $293K 0.01% +3,635 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: 1,603 shares; 2021Q1: 2,054 shares; 2021Q2: 1,830 shares; 2021Q3: 1,874 shares; 2021Q4: 1,845 shares 1,845 $289K 0.01% -29 Timeline GDX 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: 7,200 shares; 2021Q1: 9,025 shares; 2021Q2: 9,025 shares; 2021Q3: 9,025 shares; 2021Q4: 9,025 shares 9,025 $289K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,479 shares; 2021Q4: 3,479 shares 3,479 $289K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,700 shares; 2021Q1: 1,619 shares; 2021Q2: 1,617 shares; 2021Q3: 1,578 shares; 2021Q4: 1,538 shares 1,538 $287K 0.01% -40 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,376 shares; 2021Q1: 2,376 shares; 2021Q2: 2,361 shares; 2021Q3: 2,361 shares; 2021Q4: 1,635 shares 1,635 $281K 0.01% -726 Timeline IJK 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: 6,060 shares; 2021Q1: 3,912 shares; 2021Q2: 3,516 shares; 2021Q3: 3,276 shares; 2021Q4: 3,276 shares 3,276 $279K 0.01% 0 Timeline MIRATI THERAPEUTICS INC MIRATI THERAPEUTICS INC More: the full row for MIRATI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,900 shares 1,900 $279K 0.01% new 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: 2,384 shares; 2021Q1: 2,384 shares; 2021Q2: 2,384 shares; 2021Q3: 2,384 shares; 2021Q4: 2,384 shares 2,384 $272K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,122 shares; 2021Q4: 4,122 shares 4,122 $271K 0.01% 0 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 13,741 shares; 2021Q2: 13,741 shares; 2021Q3: 11,281 shares; 2021Q4: 11,281 shares 11,281 $268K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,437 shares 3,437 $267K 0.01% new Timeline IWN 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: 2,951 shares; 2021Q1: 2,766 shares; 2021Q2: 2,573 shares; 2021Q3: 2,574 shares; 2021Q4: 1,609 shares 1,609 $267K 0.01% -965 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,212 shares; 2021Q2: 3,087 shares; 2021Q3: 3,037 shares; 2021Q4: 2,966 shares 2,966 $263K 0.01% -71 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,407 shares; 2021Q3: 1,407 shares; 2021Q4: 1,524 shares 1,524 $262K 0.01% +117 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,463 shares; 2021Q4: 1,469 shares 1,469 $260K 0.01% +6 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,256 shares; 2021Q3: 3,256 shares; 2021Q4: 4,081 shares 4,081 $257K 0.01% +825 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: 2,499 shares; 2021Q1: 2,499 shares; 2021Q2: 2,499 shares; 2021Q3: 2,499 shares; 2021Q4: 2,499 shares 2,499 $256K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,199 shares; 2021Q1: 4,098 shares; 2021Q2: 4,049 shares; 2021Q3: 3,991 shares; 2021Q4: 3,991 shares 3,991 $256K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 618 shares; 2021Q1: 618 shares; 2021Q2: 530 shares; 2021Q3: 580 shares; 2021Q4: 566 shares 566 $251K 0.01% -14 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: 2,562 shares; 2021Q1: 2,562 shares; 2021Q2: 2,562 shares; 2021Q3: 2,562 shares; 2021Q4: 2,562 shares 2,562 $249K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,464 shares; 2021Q1: 3,257 shares; 2021Q2: 3,221 shares; 2021Q3: 3,249 shares; 2021Q4: 3,072 shares 3,072 $248K 0.01% -177 Timeline IWD 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: 1,571 shares; 2021Q1: 1,571 shares; 2021Q2: 1,571 shares; 2021Q3: 1,500 shares; 2021Q4: 1,468 shares 1,468 $247K 0.01% -32 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 140 shares 140 $247K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,541 shares; 2021Q1: 2,476 shares; 2021Q2: 2,577 shares; 2021Q3: 2,577 shares; 2021Q4: 1,802 shares 1,802 $246K 0.01% -775 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,121 shares; 2021Q3: 4,121 shares; 2021Q4: 4,121 shares 4,121 $242K 0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,000 shares; 2021Q1: 22,000 shares; 2021Q2: 22,000 shares; 2021Q3: 22,000 shares; 2021Q4: 22,000 shares 22,000 $242K 0.01% 0 Timeline IUSG 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: not reported; 2021Q1: 2,963 shares; 2021Q2: 2,073 shares; 2021Q3: 2,073 shares; 2021Q4: 2,073 shares 2,073 $240K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,488 shares; 2021Q3: 1,488 shares; 2021Q4: 1,488 shares 1,488 $238K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,710 shares; 2021Q2: 1,710 shares; 2021Q3: 1,710 shares; 2021Q4: 1,710 shares 1,710 $238K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 787 shares; 2021Q4: 787 shares 787 $237K 0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 45,350 shares 45,350 $235K 0.01% new Timeline SCHK 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: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,000 shares 5,000 $233K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 954 shares; 2021Q3: 954 shares; 2021Q4: 904 shares 904 $230K 0.01% -50 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 655 shares 655 $227K 0.01% new IWP 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: not reported; 2021Q1: not reported; 2021Q2: 1,912 shares; 2021Q3: 1,928 shares; 2021Q4: 1,928 shares 1,928 $222K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,472 shares 3,472 $220K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,003 shares; 2021Q3: 1,003 shares; 2021Q4: 1,003 shares 1,003 $219K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,265 shares; 2021Q3: 8,271 shares; 2021Q4: 7,203 shares 7,203 $219K 0.01% -1,068 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,852 shares; 2021Q2: 1,807 shares; 2021Q3: not reported; 2021Q4: 1,807 shares 1,807 $218K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,147 shares; 2021Q4: 2,047 shares 2,047 $215K 0.01% -100 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,043 shares; 2021Q1: 25,952 shares; 2021Q2: 25,356 shares; 2021Q3: 25,356 shares; 2021Q4: 13,526 shares 13,526 $215K 0.01% -11,830 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,552 shares; 2021Q3: 6,552 shares; 2021Q4: 6,563 shares 6,563 $213K 0.01% +11 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,800 shares 2,800 $209K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,061 shares 3,061 $208K 0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 518 shares 518 $202K 0.01% new Timeline TRACON PHARMACEUTICALS INC TRACON PHARMACEUTICALS INC More: the full row for TRACON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,455 shares; 2021Q1: 40,455 shares; 2021Q2: 40,455 shares; 2021Q3: 40,455 shares; 2021Q4: 47,455 shares 47,455 $131K 0.01% +7,000 IEZ 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: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares 10,000 $129K 0.01% 0 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,955 shares; 2021Q1: 10,955 shares; 2021Q2: 10,969 shares; 2021Q3: 10,955 shares; 2021Q4: 10,955 shares 10,955 $123K 0.01% 0 Timeline RA MED SYS INC RA MED SYS INC More: the full row for RA MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 68,448 shares; 2021Q2: 68,448 shares; 2021Q3: 68,448 shares; 2021Q4: 68,448 shares 68,448 $107K 0.01% 0 SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares 10,000 $88K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,300 shares; 2021Q4: 10,300 shares 10,300 $65K <0.01% 0 FORTRESS BIOTECH INC FORTRESS BIOTECH INC More: the full row for FORTRESS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,000 shares; 2021Q1: 20,000 shares; 2021Q2: 20,000 shares; 2021Q3: 20,000 shares; 2021Q4: 20,000 shares 20,000 $50K <0.01% 0 GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,047 shares; 2021Q1: 39,047 shares; 2021Q2: 39,047 shares; 2021Q3: 39,047 shares; 2021Q4: 39,047 shares 39,047 $48K <0.01% 0 Timeline STATERA BIOPHARMA INC STATERA BIOPHARMA INC More: the full row for STATERA BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 14,675 shares; 2021Q4: 14,675 shares 14,675 $34K <0.01% 0 REGULUS THERAPEUTICS INC REGULUS THERAPEUTICS INC More: the full row for REGULUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,000 shares; 2021Q1: 12,000 shares; 2021Q2: 12,000 shares; 2021Q3: 12,000 shares; 2021Q4: 12,000 shares 12,000 $4K <0.01% 0