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; 2018Q3: restricted; 2018Q4: 6,055 shares; 2019Q1: 5,848 shares; 2019Q2: 5,851 shares; 2019Q3: 6,079 shares; 2019Q4: 245,020 shares; 2020Q1: 930,337 shares; 2020Q2: 927,754 shares 927,754 $54.6M 14.23% -2,583 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; 2018Q3: restricted; 2018Q4: 252,336 shares; 2019Q1: 260,438 shares; 2019Q2: 260,840 shares; 2019Q3: 265,441 shares; 2019Q4: 279,782 shares; 2020Q1: 331,542 shares; 2020Q2: 331,214 shares 331,214 $39.2M 10.22% -328 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 121,170 shares; 2019Q1: 123,921 shares; 2019Q2: 124,779 shares; 2019Q3: 127,325 shares; 2019Q4: 143,842 shares; 2020Q1: 197,900 shares; 2020Q2: 179,591 shares 179,591 $37.3M 9.72% -18,309 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; 2018Q3: restricted; 2018Q4: 1,149,064 shares; 2019Q1: 1,172,517 shares; 2019Q2: 1,183,635 shares; 2019Q3: 1,207,974 shares; 2019Q4: 1,152,427 shares; 2020Q1: 964,733 shares; 2020Q2: 954,524 shares 954,524 $37M 9.66% -10,209 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 158,444 shares; 2019Q1: 164,988 shares; 2019Q2: 165,573 shares; 2019Q3: 173,281 shares; 2019Q4: 180,229 shares; 2020Q1: 215,408 shares; 2020Q2: 215,945 shares 215,945 $23.4M 6.1% +537 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; 2018Q3: restricted; 2018Q4: 29,420 shares; 2019Q1: 29,799 shares; 2019Q2: 30,217 shares; 2019Q3: 33,088 shares; 2019Q4: 33,198 shares; 2020Q1: 38,765 shares; 2020Q2: 27,941 shares 27,941 $8.62M 2.25% -10,824 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 25,780 shares; 2019Q1: 26,043 shares; 2019Q2: 25,011 shares; 2019Q3: 25,540 shares; 2019Q4: 23,650 shares; 2020Q1: 23,322 shares; 2020Q2: 23,105 shares 23,105 $8.43M 2.2% -217 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 10,301 shares; 2019Q4: 12,699 shares; 2020Q1: not reported; 2020Q2: 141,826 shares 141,826 $7.23M 1.89% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 228,013 shares; 2019Q1: 244,678 shares; 2019Q2: 259,487 shares; 2019Q3: 276,996 shares; 2019Q4: 295,817 shares; 2020Q1: 322,969 shares; 2020Q2: 318,913 shares 318,913 $6.96M 1.82% -4,056 INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 297,689 shares; 2019Q1: 304,130 shares; 2019Q2: 307,236 shares; 2019Q3: 316,807 shares; 2019Q4: 324,769 shares; 2020Q1: 315,458 shares; 2020Q2: 303,502 shares 303,502 $6.49M 1.69% -11,956 INVESCO BULLETSHARES 2020 C… INVESCO BULLETSHARES 2020 CORP More: the full row for INVESCO BULLETSHARES 2020 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 344,691 shares; 2019Q1: 332,285 shares; 2019Q2: 328,807 shares; 2019Q3: 329,642 shares; 2019Q4: 327,808 shares; 2020Q1: 294,696 shares; 2020Q2: 279,973 shares 279,973 $5.96M 1.55% -14,723 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 43,051 shares; 2019Q1: 42,787 shares; 2019Q2: 42,100 shares; 2019Q3: 40,955 shares; 2019Q4: 40,449 shares; 2020Q1: 40,715 shares; 2020Q2: 40,644 shares 40,644 $5.72M 1.49% -71 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 78,381 shares; 2019Q1: 107,301 shares; 2019Q2: 136,240 shares; 2019Q3: 182,823 shares; 2019Q4: 209,666 shares; 2020Q1: 250,229 shares; 2020Q2: 251,448 shares 251,448 $5.47M 1.43% +1,219 MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,971 shares; 2019Q1: 24,369 shares; 2019Q2: 24,656 shares; 2019Q3: 24,166 shares; 2019Q4: 23,754 shares; 2020Q1: 23,571 shares; 2020Q2: 24,344 shares 24,344 $4.95M 1.29% +773 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,204 shares; 2019Q1: 23,916 shares; 2019Q2: 21,968 shares; 2019Q3: 23,152 shares; 2019Q4: 24,955 shares; 2020Q1: 29,113 shares; 2020Q2: 15,563 shares 15,563 $4.82M 1.26% -13,550 Timeline BRISTOL-MYERS SQUIBB CO 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 273,868 shares; 2020Q1: 1,244,471 shares; 2020Q2: 1,243,611 shares 1,243,611 $4.45M 1.16% -860 BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 8,260 shares; 2019Q4: 23,890 shares; 2020Q1: 64,133 shares; 2020Q2: 72,382 shares 72,382 $4.1M 1.07% +8,249 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 27,845 shares; 2020Q1: 109,548 shares; 2020Q2: 129,271 shares 129,271 $3.99M 1.04% +19,723 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 150,607 shares; 2019Q1: 149,506 shares; 2019Q2: 149,004 shares; 2019Q3: 148,854 shares; 2019Q4: 144,031 shares; 2020Q1: 142,173 shares; 2020Q2: 140,599 shares 140,599 $3.27M 0.85% -1,574 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 54,787 shares; 2019Q1: 55,097 shares; 2019Q2: 54,267 shares; 2019Q3: 55,133 shares; 2019Q4: 49,730 shares; 2020Q1: 54,539 shares; 2020Q2: 53,657 shares 53,657 $3.27M 0.85% -882 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; 2018Q3: restricted; 2018Q4: 7,729 shares; 2019Q1: 7,931 shares; 2019Q2: 7,835 shares; 2019Q3: 8,440 shares; 2019Q4: 8,230 shares; 2020Q1: 16,923 shares; 2020Q2: 18,271 shares 18,271 $3.26M 0.85% +1,348 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,138 shares; 2019Q1: 21,990 shares; 2019Q2: 21,321 shares; 2019Q3: 21,445 shares; 2019Q4: 20,929 shares; 2020Q1: 30,473 shares; 2020Q2: 28,789 shares 28,789 $3.24M 0.85% -1,684 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 56,353 shares; 2019Q1: 72,792 shares; 2019Q2: 84,815 shares; 2019Q3: 90,779 shares; 2019Q4: 100,758 shares; 2020Q1: 132,994 shares; 2020Q2: 141,975 shares 141,975 $3.17M 0.83% +8,981 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; 2018Q3: restricted; 2018Q4: 48,619 shares; 2019Q1: 38,247 shares; 2019Q2: 41,424 shares; 2019Q3: 43,971 shares; 2019Q4: 46,261 shares; 2020Q1: 44,181 shares; 2020Q2: 59,632 shares 59,632 $3.02M 0.79% +15,451 Timeline INVESCO BULLETSHARES 2021 H… INVESCO BULLETSHARES 2021 HIGH More: the full row for INVESCO BULLETSHARES 2021 HIGH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 104,064 shares; 2019Q1: 104,704 shares; 2019Q2: 113,384 shares; 2019Q3: 116,884 shares; 2019Q4: 124,142 shares; 2020Q1: 126,015 shares; 2020Q2: 131,046 shares 131,046 $2.97M 0.78% +5,031 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 23,970 shares; 2019Q1: 25,216 shares; 2019Q2: 30,352 shares; 2019Q3: 81,525 shares; 2019Q4: 109,378 shares; 2020Q1: 131,060 shares; 2020Q2: 133,436 shares 133,436 $2.94M 0.77% +2,376 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; 2018Q3: restricted; 2018Q4: 29,494 shares; 2019Q1: 29,685 shares; 2019Q2: 29,595 shares; 2019Q3: 29,159 shares; 2019Q4: 28,048 shares; 2020Q1: 28,174 shares; 2020Q2: 28,148 shares 28,148 $2.65M 0.69% -26 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,218 shares; 2019Q1: 17,224 shares; 2019Q2: 20,123 shares; 2019Q3: 27,604 shares; 2019Q4: 37,334 shares; 2020Q1: 100,565 shares; 2020Q2: 108,395 shares 108,395 $2.6M 0.68% +7,830 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 14,536 shares; 2019Q1: 14,616 shares; 2019Q2: 14,616 shares; 2019Q3: 14,869 shares; 2019Q4: 14,317 shares; 2020Q1: 14,583 shares; 2020Q2: 14,583 shares 14,583 $2.5M 0.65% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,224 shares; 2019Q1: 11,304 shares; 2019Q2: 11,221 shares; 2019Q3: 11,184 shares; 2019Q4: 11,087 shares; 2020Q1: 10,612 shares; 2020Q2: 12,232 shares 12,232 $2.35M 0.61% +1,620 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; 2018Q3: restricted; 2018Q4: 8,979 shares; 2019Q1: 8,503 shares; 2019Q2: 8,244 shares; 2019Q3: 8,825 shares; 2019Q4: 9,241 shares; 2020Q1: 9,286 shares; 2020Q2: 13,224 shares 13,224 $2.21M 0.58% +3,938 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 16,997 shares; 2019Q1: 16,969 shares; 2019Q2: 17,943 shares; 2019Q3: 17,946 shares; 2019Q4: 17,584 shares; 2020Q1: 17,301 shares; 2020Q2: 14,674 shares 14,674 $2.09M 0.55% -2,627 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; 2018Q3: restricted; 2018Q4: 16,470 shares; 2019Q1: 16,662 shares; 2019Q2: 16,785 shares; 2019Q3: 16,952 shares; 2019Q4: 17,041 shares; 2020Q1: 15,945 shares; 2020Q2: 11,998 shares 11,998 $1.88M 0.49% -3,947 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 39,157 shares; 2019Q1: 37,547 shares; 2019Q2: 39,269 shares; 2019Q3: 42,448 shares; 2019Q4: 41,382 shares; 2020Q1: 39,186 shares; 2020Q2: 36,483 shares 36,483 $1.81M 0.47% -2,703 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 71,339 shares; 2019Q1: 69,570 shares; 2019Q2: 68,577 shares; 2019Q3: 67,738 shares; 2019Q4: 65,905 shares; 2020Q1: 65,531 shares; 2020Q2: 65,169 shares 65,169 $1.8M 0.47% -362 Timeline QUIDEL CORP QUIDEL CORP More: the full row for QUIDEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,964 shares; 2020Q2: 7,964 shares 7,964 $1.78M 0.46% 0 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; 2018Q3: restricted; 2018Q4: 785 shares; 2019Q1: 755 shares; 2019Q2: 844 shares; 2019Q3: 899 shares; 2019Q4: 632 shares; 2020Q1: 648 shares; 2020Q2: 642 shares 642 $1.77M 0.46% -6 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; 2018Q3: restricted; 2018Q4: 15,197 shares; 2019Q1: 16,045 shares; 2019Q2: 17,707 shares; 2019Q3: 17,805 shares; 2019Q4: 17,893 shares; 2020Q1: 17,743 shares; 2020Q2: 6,211 shares 6,211 $1.6M 0.42% -11,532 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 11,218 shares; 2019Q1: 11,106 shares; 2019Q2: 10,216 shares; 2019Q3: 10,048 shares; 2019Q4: 10,007 shares; 2020Q1: 9,954 shares; 2020Q2: 9,781 shares 9,781 $1.55M 0.4% -173 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; 2018Q3: restricted; 2018Q4: 6,402 shares; 2019Q1: 6,349 shares; 2019Q2: 6,653 shares; 2019Q3: 6,566 shares; 2019Q4: 6,546 shares; 2020Q1: 6,958 shares; 2020Q2: 6,762 shares 6,762 $1.53M 0.4% -196 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; 2018Q3: restricted; 2018Q4: 32,248 shares; 2019Q1: 32,208 shares; 2019Q2: 32,340 shares; 2019Q3: 32,696 shares; 2019Q4: 32,710 shares; 2020Q1: 32,652 shares; 2020Q2: 33,367 shares 33,367 $1.49M 0.39% +715 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; 2018Q3: restricted; 2018Q4: 2,901 shares; 2019Q1: 2,657 shares; 2019Q2: 2,706 shares; 2019Q3: 2,753 shares; 2019Q4: 2,760 shares; 2020Q1: 18,446 shares; 2020Q2: 18,703 shares 18,703 $1.45M 0.38% +257 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 19,093 shares; 2019Q1: 25,031 shares; 2019Q2: 26,670 shares; 2019Q3: 27,352 shares; 2019Q4: 27,567 shares; 2020Q1: 27,573 shares; 2020Q2: 13,720 shares 13,720 $1.43M 0.37% -13,853 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; 2018Q3: restricted; 2018Q4: 33,083 shares; 2019Q1: 33,216 shares; 2019Q2: 32,271 shares; 2019Q3: 32,426 shares; 2019Q4: 32,443 shares; 2020Q1: 32,321 shares; 2020Q2: 31,824 shares 31,824 $1.42M 0.37% -497 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 947 shares; 2019Q1: 968 shares; 2019Q2: 952 shares; 2019Q3: 983 shares; 2019Q4: 981 shares; 2020Q1: 890 shares; 2020Q2: 993 shares 993 $1.4M 0.37% +103 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; 2018Q3: restricted; 2018Q4: 11,806 shares; 2019Q1: 12,131 shares; 2019Q2: 16,392 shares; 2019Q3: 17,069 shares; 2019Q4: 17,042 shares; 2020Q1: 18,205 shares; 2020Q2: 5,632 shares 5,632 $1.4M 0.36% -12,573 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 20,578 shares; 2019Q1: 19,867 shares; 2019Q2: 19,035 shares; 2019Q3: 19,036 shares; 2019Q4: 18,310 shares; 2020Q1: 18,312 shares; 2020Q2: 17,899 shares 17,899 $1.37M 0.36% -413 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,634 shares; 2019Q1: 6,344 shares; 2019Q2: 6,349 shares; 2019Q3: 6,352 shares; 2019Q4: 7,930 shares; 2020Q1: 8,325 shares; 2020Q2: 9,413 shares 9,413 $1.35M 0.35% +1,088 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 4,400 shares; 2019Q2: 4,342 shares; 2019Q3: 4,601 shares; 2019Q4: 5,616 shares; 2020Q1: 6,904 shares; 2020Q2: 13,752 shares 13,752 $1.19M 0.31% +6,848 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; 2018Q3: restricted; 2018Q4: 35,579 shares; 2019Q1: 34,677 shares; 2019Q2: 36,179 shares; 2019Q3: 35,643 shares; 2019Q4: 37,909 shares; 2020Q1: 37,914 shares; 2020Q2: 38,581 shares 38,581 $1.17M 0.3% +667 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 16,530 shares; 2020Q1: 50,625 shares; 2020Q2: 50,625 shares 50,625 $1.12M 0.29% 0 RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 14,438 shares; 2019Q1: 14,529 shares; 2019Q2: 14,614 shares; 2019Q3: 14,689 shares; 2019Q4: 14,762 shares; 2020Q1: 14,835 shares; 2020Q2: 14,914 shares 14,914 $1.12M 0.29% +79 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 13,910 shares; 2019Q1: 14,175 shares; 2019Q2: 14,020 shares; 2019Q3: 15,368 shares; 2019Q4: 19,386 shares; 2020Q1: 32,654 shares; 2020Q2: 33,093 shares 33,093 $1.08M 0.28% +439 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; 2018Q3: restricted; 2018Q4: 15,640 shares; 2019Q1: 14,464 shares; 2019Q2: 13,738 shares; 2019Q3: 13,575 shares; 2019Q4: 12,882 shares; 2020Q1: 11,691 shares; 2020Q2: 11,774 shares 11,774 $1.07M 0.28% +83 Timeline VOOG 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; 2018Q3: restricted; 2018Q4: 11,498 shares; 2019Q1: 16,406 shares; 2019Q2: 19,890 shares; 2019Q3: 20,548 shares; 2019Q4: 19,923 shares; 2020Q1: 27,337 shares; 2020Q2: 5,684 shares 5,684 $1.06M 0.28% -21,653 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; 2018Q3: restricted; 2018Q4: 14,907 shares; 2019Q1: 14,226 shares; 2019Q2: 14,263 shares; 2019Q3: 13,965 shares; 2019Q4: 12,316 shares; 2020Q1: 12,175 shares; 2020Q2: 12,522 shares 12,522 $1.03M 0.27% +347 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; 2018Q3: restricted; 2018Q4: 8,377 shares; 2019Q1: 11,964 shares; 2019Q2: 17,265 shares; 2019Q3: 18,487 shares; 2019Q4: 19,146 shares; 2020Q1: 21,462 shares; 2020Q2: 16,553 shares 16,553 $1M 0.26% -4,909 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 11,465 shares; 2020Q1: 28,763 shares; 2020Q2: 39,806 shares 39,806 $933K 0.24% +11,043 IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,543 shares; 2019Q1: 2,538 shares; 2019Q2: 2,538 shares; 2019Q3: 2,538 shares; 2019Q4: 2,538 shares; 2020Q1: 2,538 shares; 2020Q2: 2,545 shares 2,545 $840K 0.22% +7 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; 2018Q3: restricted; 2018Q4: 17,507 shares; 2019Q1: 17,976 shares; 2019Q2: 15,065 shares; 2019Q3: 14,931 shares; 2019Q4: 15,259 shares; 2020Q1: 14,894 shares; 2020Q2: 15,135 shares 15,135 $834K 0.22% +241 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; 2018Q3: restricted; 2018Q4: 4,853 shares; 2019Q1: 5,455 shares; 2019Q2: 5,690 shares; 2019Q3: 6,381 shares; 2019Q4: 6,248 shares; 2020Q1: 9,033 shares; 2020Q2: 9,409 shares 9,409 $831K 0.22% +376 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 711 shares; 2019Q1: 786 shares; 2019Q2: not reported; 2019Q3: 836 shares; 2019Q4: 836 shares; 2020Q1: 746 shares; 2020Q2: 746 shares 746 $806K 0.21% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 7,003 shares; 2019Q1: 7,120 shares; 2019Q2: 7,106 shares; 2019Q3: 7,229 shares; 2019Q4: 7,663 shares; 2020Q1: 7,994 shares; 2020Q2: 8,024 shares 8,024 $799K 0.21% +30 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; 2018Q3: restricted; 2018Q4: 15,610 shares; 2019Q1: 16,197 shares; 2019Q2: 16,267 shares; 2019Q3: 16,811 shares; 2019Q4: 15,954 shares; 2020Q1: 18,708 shares; 2020Q2: 19,162 shares 19,162 $747K 0.19% +454 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 17,674 shares; 2019Q1: 17,738 shares; 2019Q2: 18,123 shares; 2019Q3: 18,280 shares; 2019Q4: 18,099 shares; 2020Q1: 18,319 shares; 2020Q2: 18,149 shares 18,149 $719K 0.19% -170 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; 2018Q3: restricted; 2018Q4: 7,622 shares; 2019Q1: 7,961 shares; 2019Q2: 8,340 shares; 2019Q3: 9,707 shares; 2019Q4: 9,306 shares; 2020Q1: 8,249 shares; 2020Q2: 8,329 shares 8,329 $692K 0.18% +80 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,136 shares; 2019Q1: 3,894 shares; 2019Q2: 4,206 shares; 2019Q3: 4,195 shares; 2019Q4: 4,196 shares; 2020Q1: 4,388 shares; 2020Q2: 4,414 shares 4,414 $689K 0.18% +26 Timeline SOUTH JERSEY INDUSTRIES INC SOUTH JERSEY INDUSTRIES INC More: the full row for SOUTH JERSEY INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 30,000 shares; 2019Q3: 29,256 shares; 2019Q4: 29,256 shares; 2020Q1: 29,256 shares; 2020Q2: 27,256 shares 27,256 $681K 0.18% -2,000 CONTINENTAL RES INC CONTINENTAL RES INC More: the full row for CONTINENTAL RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 36,000 shares; 2020Q2: 36,000 shares 36,000 $631K 0.16% 0 BLUEBIRD BIO INC BLUEBIRD BIO INC More: the full row for BLUEBIRD BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,022 shares 10,022 $612K 0.16% new 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; 2018Q3: restricted; 2018Q4: 14,507 shares; 2019Q1: 13,938 shares; 2019Q2: 14,032 shares; 2019Q3: 13,877 shares; 2019Q4: 13,635 shares; 2020Q1: 13,178 shares; 2020Q2: 12,608 shares 12,608 $588K 0.15% -570 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; 2018Q3: restricted; 2018Q4: 6,244 shares; 2019Q1: 6,127 shares; 2019Q2: 6,196 shares; 2019Q3: 6,127 shares; 2019Q4: 6,128 shares; 2020Q1: 6,128 shares; 2020Q2: 6,149 shares 6,149 $563K 0.15% +21 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 16,300 shares; 2020Q2: 16,300 shares 16,300 $536K 0.14% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,949 shares; 2019Q1: 1,952 shares; 2019Q2: 1,968 shares; 2019Q3: 1,953 shares; 2019Q4: 1,965 shares; 2020Q1: 4,696 shares; 2020Q2: 1,914 shares 1,914 $533K 0.14% -2,782 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; 2018Q3: restricted; 2018Q4: 4,130 shares; 2019Q1: 4,200 shares; 2019Q2: 4,227 shares; 2019Q3: 4,241 shares; 2019Q4: 4,286 shares; 2020Q1: 4,012 shares; 2020Q2: 4,512 shares 4,512 $529K 0.14% +500 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,781 shares; 2019Q1: 5,624 shares; 2019Q2: 5,651 shares; 2019Q3: 5,762 shares; 2019Q4: 5,658 shares; 2020Q1: 6,159 shares; 2020Q2: 6,034 shares 6,034 $527K 0.14% -125 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; 2018Q3: restricted; 2018Q4: 5,001 shares; 2019Q1: 13,619 shares; 2019Q2: 17,460 shares; 2019Q3: 18,121 shares; 2019Q4: 21,227 shares; 2020Q1: 29,899 shares; 2020Q2: 3,653 shares 3,653 $522K 0.14% -26,246 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,146 shares; 2019Q2: 1,192 shares; 2019Q3: 1,147 shares; 2019Q4: 1,648 shares; 2020Q1: 2,002 shares; 2020Q2: 2,078 shares 2,078 $521K 0.14% +76 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,829 shares; 2019Q1: 1,834 shares; 2019Q2: 1,840 shares; 2019Q3: 1,845 shares; 2019Q4: 1,850 shares; 2020Q1: 1,856 shares; 2020Q2: 1,860 shares 1,860 $506K 0.13% +4 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,064 shares; 2019Q1: 6,064 shares; 2019Q2: 5,164 shares; 2019Q3: 5,164 shares; 2019Q4: 5,164 shares; 2020Q1: 5,164 shares; 2020Q2: 5,182 shares 5,182 $505K 0.13% +18 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,099 shares; 2019Q1: 8,786 shares; 2019Q2: 8,792 shares; 2019Q3: 8,684 shares; 2019Q4: 8,215 shares; 2020Q1: 8,223 shares; 2020Q2: 8,409 shares 8,409 $503K 0.13% +186 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; 2018Q3: restricted; 2018Q4: 2,589 shares; 2019Q1: 2,581 shares; 2019Q2: 2,547 shares; 2019Q3: 2,511 shares; 2019Q4: 3,204 shares; 2020Q1: 3,951 shares; 2020Q2: 4,001 shares 4,001 $483K 0.13% +50 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; 2018Q3: restricted; 2018Q4: 15,561 shares; 2019Q1: 15,551 shares; 2019Q2: 14,608 shares; 2019Q3: 13,568 shares; 2019Q4: 13,572 shares; 2020Q1: 19,166 shares; 2020Q2: 19,569 shares 19,569 $465K 0.12% +403 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; 2018Q3: restricted; 2018Q4: 2,998 shares; 2019Q1: 2,930 shares; 2019Q2: 2,882 shares; 2019Q3: 3,074 shares; 2019Q4: 3,615 shares; 2020Q1: 3,705 shares; 2020Q2: 3,848 shares 3,848 $460K 0.12% +143 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,303 shares; 2019Q1: 4,300 shares; 2019Q2: 4,300 shares; 2019Q3: 4,300 shares; 2019Q4: 4,340 shares; 2020Q1: 4,260 shares; 2020Q2: 4,360 shares 4,360 $458K 0.12% +100 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; 2018Q3: restricted; 2018Q4: 12,189 shares; 2019Q1: 15,682 shares; 2019Q2: 21,186 shares; 2019Q3: 22,390 shares; 2019Q4: 24,544 shares; 2020Q1: 32,142 shares; 2020Q2: 6,054 shares 6,054 $453K 0.12% -26,088 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,632 shares; 2019Q1: 1,623 shares; 2019Q2: 1,623 shares; 2019Q3: 1,623 shares; 2019Q4: 1,623 shares; 2020Q1: 4,623 shares; 2020Q2: 4,631 shares 4,631 $452K 0.12% +8 PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 6,674 shares; 2019Q1: 6,674 shares; 2019Q2: 6,674 shares; 2019Q3: 6,674 shares; 2019Q4: 6,674 shares; 2020Q1: 6,674 shares; 2020Q2: 6,363 shares 6,363 $448K 0.12% -311 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 24,170 shares; 2019Q1: 26,071 shares; 2019Q2: 28,143 shares; 2019Q3: 32,345 shares; 2019Q4: 40,099 shares; 2020Q1: 52,879 shares; 2020Q2: 10,058 shares 10,058 $435K 0.11% -42,821 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,587 shares; 2019Q2: 1,605 shares; 2019Q3: 1,591 shares; 2019Q4: 1,631 shares; 2020Q1: 1,633 shares; 2020Q2: 1,671 shares 1,671 $432K 0.11% +38 Timeline EQUITRANS MIDSTREAM CORP NPV EQUITRANS MIDSTREAM CORP NPV More: the full row for EQUITRANS MIDSTREAM CORP NPV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 22,000 shares; 2020Q2: 50,792 shares 50,792 $422K 0.11% +28,792 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 588 shares; 2019Q2: 621 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 892 shares; 2020Q2: 899 shares 899 $409K 0.11% +7 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 6,016 shares; 2019Q2: 7,065 shares; 2019Q3: 9,306 shares; 2019Q4: 9,310 shares; 2020Q1: 11,937 shares; 2020Q2: 5,707 shares 5,707 $399K 0.1% -6,230 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 491 shares; 2019Q1: 492 shares; 2019Q2: 497 shares; 2019Q3: 504 shares; 2019Q4: 235 shares; 2020Q1: 253 shares; 2020Q2: 270 shares 270 $383K 0.1% +17 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; 2018Q3: restricted; 2018Q4: 6,471 shares; 2019Q1: 6,508 shares; 2019Q2: 6,459 shares; 2019Q3: 5,908 shares; 2019Q4: 5,843 shares; 2020Q1: 5,418 shares; 2020Q2: 4,790 shares 4,790 $376K 0.1% -628 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 12,861 shares; 2019Q1: 11,323 shares; 2019Q2: 12,700 shares; 2019Q3: 7,848 shares; 2019Q4: 8,232 shares; 2020Q1: 7,450 shares; 2020Q2: 7,490 shares 7,490 $368K 0.1% +40 Timeline SPHQ 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; 2018Q3: restricted; 2018Q4: 14,778 shares; 2019Q1: 14,299 shares; 2019Q2: 13,557 shares; 2019Q3: 13,747 shares; 2019Q4: 11,470 shares; 2020Q1: 10,288 shares; 2020Q2: 10,308 shares 10,308 $365K 0.1% +20 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 21,000 shares; 2020Q2: 21,000 shares 21,000 $361K 0.09% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,821 shares; 2019Q1: 1,800 shares; 2019Q2: 1,817 shares; 2019Q3: 1,800 shares; 2019Q4: 1,800 shares; 2020Q1: 1,800 shares; 2020Q2: 1,810 shares 1,810 $360K 0.09% +10 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,783 shares; 2019Q1: 1,783 shares; 2019Q2: 1,757 shares; 2019Q3: 1,757 shares; 2019Q4: 1,807 shares; 2020Q1: 1,742 shares; 2020Q2: 1,715 shares 1,715 $355K 0.09% -27 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 5,614 shares; 2019Q1: 5,618 shares; 2019Q2: 6,200 shares; 2019Q3: 6,454 shares; 2019Q4: 7,065 shares; 2020Q1: 5,978 shares; 2020Q2: 3,598 shares 3,598 $351K 0.09% -2,380 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,797 shares; 2019Q1: 2,767 shares; 2019Q2: 2,842 shares; 2019Q3: 2,768 shares; 2019Q4: 2,527 shares; 2020Q1: 2,495 shares; 2020Q2: 2,555 shares 2,555 $338K 0.09% +60 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,502 shares; 2019Q1: 1,539 shares; 2019Q2: 1,539 shares; 2019Q3: 1,539 shares; 2019Q4: 1,539 shares; 2020Q1: 1,553 shares; 2020Q2: 1,553 shares 1,553 $335K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,299 shares; 2019Q1: 3,300 shares; 2019Q2: 3,341 shares; 2019Q3: 3,300 shares; 2019Q4: 3,276 shares; 2020Q1: 3,502 shares; 2020Q2: 3,634 shares 3,634 $332K 0.09% +132 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 11,462 shares; 2019Q2: 11,560 shares; 2019Q3: 11,655 shares; 2019Q4: 11,775 shares; 2020Q1: 12,100 shares; 2020Q2: 12,188 shares 12,188 $329K 0.09% +88 ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,132 shares; 2019Q1: 2,850 shares; 2019Q2: 2,935 shares; 2019Q3: 3,136 shares; 2019Q4: 3,340 shares; 2020Q1: 3,346 shares; 2020Q2: 3,334 shares 3,334 $327K 0.09% -12 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 27,500 shares; 2020Q2: 27,500 shares 27,500 $327K 0.09% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,171 shares; 2019Q1: 2,170 shares; 2019Q2: 2,170 shares; 2019Q3: 2,170 shares; 2019Q4: 2,170 shares; 2020Q1: 2,170 shares; 2020Q2: 2,188 shares 2,188 $326K 0.09% +18 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 2,317 shares; 2019Q2: 2,366 shares; 2019Q3: 2,373 shares; 2019Q4: 2,560 shares; 2020Q1: 2,684 shares; 2020Q2: 2,865 shares 2,865 $319K 0.08% +181 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 55,297 shares; 2019Q1: 53,145 shares; 2019Q2: 53,295 shares; 2019Q3: 55,292 shares; 2019Q4: 53,467 shares; 2020Q1: 8,501 shares; 2020Q2: 5,937 shares 5,937 $318K 0.08% -2,564 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; 2018Q3: restricted; 2018Q4: 10,681 shares; 2019Q1: 10,769 shares; 2019Q2: 10,996 shares; 2019Q3: 11,987 shares; 2019Q4: 12,149 shares; 2020Q1: 12,223 shares; 2020Q2: 12,349 shares 12,349 $316K 0.08% +126 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 858 shares; 2019Q2: 858 shares; 2019Q3: 862 shares; 2019Q4: 986 shares; 2020Q1: 868 shares; 2020Q2: 1,103 shares 1,103 $313K 0.08% +235 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,250 shares; 2019Q1: 1,019 shares; 2019Q2: 838 shares; 2019Q3: 941 shares; 2019Q4: 995 shares; 2020Q1: 1,565 shares; 2020Q2: 1,690 shares 1,690 $310K 0.08% +125 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,316 shares; 2020Q2: 7,319 shares 7,319 $309K 0.08% +3 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 6,026 shares; 2019Q3: 6,026 shares; 2019Q4: 6,026 shares; 2020Q1: not reported; 2020Q2: 6,026 shares 6,026 $299K 0.08% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 15,300 shares; 2020Q1: 15,300 shares; 2020Q2: 15,300 shares 15,300 $298K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,788 shares 4,788 $295K 0.08% new 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 4,960 shares; 2019Q3: 4,959 shares; 2019Q4: 4,859 shares; 2020Q1: 4,859 shares; 2020Q2: 4,821 shares 4,821 $291K 0.08% -38 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; 2018Q3: restricted; 2018Q4: 2,379 shares; 2019Q1: 2,325 shares; 2019Q2: 2,336 shares; 2019Q3: 2,515 shares; 2019Q4: 2,728 shares; 2020Q1: 2,606 shares; 2020Q2: 2,621 shares 2,621 $291K 0.08% +15 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; 2018Q3: restricted; 2018Q4: 14,294 shares; 2019Q1: 14,344 shares; 2019Q2: 14,508 shares; 2019Q3: 14,601 shares; 2019Q4: 14,758 shares; 2020Q1: 11,710 shares; 2020Q2: 6,033 shares 6,033 $287K 0.07% -5,677 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,020 shares; 2019Q1: 2,020 shares; 2019Q2: 2,043 shares; 2019Q3: 2,020 shares; 2019Q4: 2,021 shares; 2020Q1: 2,021 shares; 2020Q2: 2,028 shares 2,028 $283K 0.07% +7 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 8,144 shares; 2020Q1: 7,406 shares; 2020Q2: 7,513 shares 7,513 $282K 0.07% +107 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 6,341 shares; 2019Q2: 6,947 shares; 2019Q3: 8,792 shares; 2019Q4: 8,922 shares; 2020Q1: 8,874 shares; 2020Q2: 9,155 shares 9,155 $278K 0.07% +281 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 12,400 shares; 2019Q1: 12,442 shares; 2019Q2: 13,714 shares; 2019Q3: 12,570 shares; 2019Q4: 12,616 shares; 2020Q1: 12,365 shares; 2020Q2: 11,004 shares 11,004 $276K 0.07% -1,361 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,071 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,163 shares; 2019Q4: 1,167 shares; 2020Q1: 1,120 shares; 2020Q2: 1,162 shares 1,162 $274K 0.07% +42 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; 2018Q3: restricted; 2018Q4: 3,003 shares; 2019Q1: 3,008 shares; 2019Q2: 3,058 shares; 2019Q3: 3,391 shares; 2019Q4: 3,267 shares; 2020Q1: 3,344 shares; 2020Q2: 3,429 shares 3,429 $274K 0.07% +85 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; 2018Q3: restricted; 2018Q4: 2,801 shares; 2019Q1: 2,816 shares; 2019Q2: 2,751 shares; 2019Q3: 2,785 shares; 2019Q4: 2,819 shares; 2020Q1: 2,838 shares; 2020Q2: 2,864 shares 2,864 $274K 0.07% +26 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,723 shares; 2019Q2: 1,705 shares; 2019Q3: 1,839 shares; 2019Q4: 1,857 shares; 2020Q1: 2,016 shares; 2020Q2: 2,031 shares 2,031 $273K 0.07% +15 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 8,988 shares; 2020Q1: not reported; 2020Q2: 8,988 shares 8,988 $271K 0.07% new 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,931 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,551 shares 1,551 $270K 0.07% new 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 4,260 shares; 2019Q2: 4,308 shares; 2019Q3: 4,599 shares; 2019Q4: 4,257 shares; 2020Q1: 4,252 shares; 2020Q2: 4,333 shares 4,333 $267K 0.07% +81 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1 shares; 2020Q2: 1 shares 1 $267K 0.07% 0 Timeline ACCELERON PHARMA INC ACCELERON PHARMA INC More: the full row for ACCELERON PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares 2,800 $267K 0.07% 0 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 3,223 shares; 2019Q1: 3,223 shares; 2019Q2: 3,170 shares; 2019Q3: 3,074 shares; 2019Q4: 3,074 shares; 2020Q1: 3,449 shares; 2020Q2: 3,516 shares 3,516 $259K 0.07% +67 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; 2018Q3: restricted; 2018Q4: 8,590 shares; 2019Q1: 8,443 shares; 2019Q2: 8,651 shares; 2019Q3: 8,784 shares; 2019Q4: 6,774 shares; 2020Q1: 3,712 shares; 2020Q2: 2,674 shares 2,674 $258K 0.07% -1,038 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,448 shares; 2020Q1: 2,853 shares; 2020Q2: 2,567 shares 2,567 $257K 0.07% -286 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,095 shares; 2019Q1: 8,095 shares; 2019Q2: 7,558 shares; 2019Q3: 7,558 shares; 2019Q4: 8,338 shares; 2020Q1: 6,427 shares; 2020Q2: 6,405 shares 6,405 $256K 0.07% -22 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 9,261 shares; 2019Q1: 7,103 shares; 2019Q2: 6,653 shares; 2019Q3: 6,032 shares; 2019Q4: 5,216 shares; 2020Q1: 5,224 shares; 2020Q2: 5,050 shares 5,050 $255K 0.07% -174 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; 2018Q3: restricted; 2018Q4: 6,079 shares; 2019Q1: 5,381 shares; 2019Q2: 5,570 shares; 2019Q3: 5,706 shares; 2019Q4: 6,067 shares; 2020Q1: 6,275 shares; 2020Q2: 6,400 shares 6,400 $251K 0.07% +125 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 4,763 shares; 2019Q1: 4,083 shares; 2019Q2: 3,961 shares; 2019Q3: 3,984 shares; 2019Q4: 4,169 shares; 2020Q1: 3,294 shares; 2020Q2: 2,684 shares 2,684 $250K 0.07% -610 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,351 shares; 2019Q4: 2,551 shares; 2020Q1: 2,452 shares; 2020Q2: 2,506 shares 2,506 $246K 0.06% +54 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,150 shares; 2020Q1: not reported; 2020Q2: 1,266 shares 1,266 $245K 0.06% 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; 2018Q3: restricted; 2018Q4: 3,615 shares; 2019Q1: 3,619 shares; 2019Q2: 3,305 shares; 2019Q3: 3,504 shares; 2019Q4: 3,403 shares; 2020Q1: 3,390 shares; 2020Q2: 3,484 shares 3,484 $244K 0.06% +94 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,198 shares; 2020Q2: 3,225 shares 3,225 $238K 0.06% +27 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 1,668 shares; 2019Q1: 1,691 shares; 2019Q2: 1,589 shares; 2019Q3: 1,592 shares; 2019Q4: 1,594 shares; 2020Q1: 2,034 shares; 2020Q2: 1,874 shares 1,874 $237K 0.06% -160 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 8,163 shares; 2019Q1: 8,179 shares; 2019Q2: 7,799 shares; 2019Q3: 7,822 shares; 2019Q4: 7,852 shares; 2020Q1: 6,537 shares; 2020Q2: 6,715 shares 6,715 $233K 0.06% +178 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 2,692 shares; 2019Q1: 2,628 shares; 2019Q2: 2,615 shares; 2019Q3: 2,591 shares; 2019Q4: 2,377 shares; 2020Q1: not reported; 2020Q2: 2,597 shares 2,597 $232K 0.06% new 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,504 shares; 2019Q2: 1,688 shares; 2019Q3: 1,697 shares; 2019Q4: 3,409 shares; 2020Q1: 2,006 shares; 2020Q2: 1,565 shares 1,565 $228K 0.06% -441 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,240 shares; 2019Q3: 1,263 shares; 2019Q4: 2,494 shares; 2020Q1: not reported; 2020Q2: 1,371 shares 1,371 $225K 0.06% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 1,492 shares; 2019Q2: 1,492 shares; 2019Q3: 1,492 shares; 2019Q4: 1,423 shares; 2020Q1: not reported; 2020Q2: 1,765 shares 1,765 $224K 0.06% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,168 shares; 2019Q3: 1,199 shares; 2019Q4: 1,199 shares; 2020Q1: not reported; 2020Q2: 1,494 shares 1,494 $223K 0.06% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 21,119 shares; 2019Q1: 22,520 shares; 2019Q2: 23,693 shares; 2019Q3: 21,238 shares; 2019Q4: 18,654 shares; 2020Q1: 8,457 shares; 2020Q2: 5,571 shares 5,571 $221K 0.06% -2,886 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,921 shares 3,921 $217K 0.06% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 399 shares 399 $217K 0.06% new IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 3,915 shares; 2020Q1: 3,931 shares; 2020Q2: 3,954 shares 3,954 $216K 0.06% +23 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; 2018Q3: restricted; 2018Q4: 1,947 shares; 2019Q1: 1,920 shares; 2019Q2: 1,934 shares; 2019Q3: 2,028 shares; 2019Q4: 1,969 shares; 2020Q1: not reported; 2020Q2: 2,001 shares 2,001 $214K 0.06% new Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,379 shares 9,379 $214K 0.06% new QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 3,134 shares; 2019Q3: 3,225 shares; 2019Q4: 3,228 shares; 2020Q1: not reported; 2020Q2: 2,336 shares 2,336 $213K 0.06% new 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; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,466 shares; 2019Q4: 1,467 shares; 2020Q1: not reported; 2020Q2: 1,468 shares 1,468 $208K 0.05% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,255 shares 1,255 $207K 0.05% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 10,168 shares; 2019Q3: 10,375 shares; 2019Q4: 10,591 shares; 2020Q1: 11,016 shares; 2020Q2: 11,304 shares 11,304 $163K 0.04% +288 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 15,017 shares; 2019Q3: 15,279 shares; 2019Q4: 15,534 shares; 2020Q1: 15,786 shares; 2020Q2: 12,001 shares 12,001 $133K 0.03% -3,785 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: 37,366 shares; 2019Q1: 30,238 shares; 2019Q2: 29,108 shares; 2019Q3: 29,009 shares; 2019Q4: 31,017 shares; 2020Q1: 30,705 shares; 2020Q2: 14,440 shares 14,440 $99K 0.03% -16,265 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; 2018Q3: restricted; 2018Q4: 12,369 shares; 2019Q1: 12,452 shares; 2019Q2: 12,427 shares; 2019Q3: 11,938 shares; 2019Q4: 12,007 shares; 2020Q1: 14,297 shares; 2020Q2: 14,049 shares 14,049 $85K 0.02% -248 Timeline AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,300 shares 10,300 $71K 0.02% new ASPIRA WOMENS HEALTH INC ASPIRA WOMENS HEALTH INC More: the full row for ASPIRA WOMENS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 12,000 shares 12,000 $46K 0.01% new LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 14,134 shares; 2019Q3: 18,582 shares; 2019Q4: 20,277 shares; 2020Q1: 24,689 shares; 2020Q2: 25,416 shares 25,416 $38K 0.01% +727 Timeline ACTINIUM PHARMACEUTICALS INC ACTINIUM PHARMACEUTICALS INC More: the full row for ACTINIUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 37,700 shares; 2020Q1: 37,700 shares; 2020Q2: 37,700 shares 37,700 $13K <0.01% 0 CASTLIGHT HEALTH INC CL B CASTLIGHT HEALTH INC CL B More: the full row for CASTLIGHT HEALTH INC CL B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,000 shares 10,000 $8K <0.01% new