EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,218,008 shares; 2017Q1: 1,461,892 shares; 2017Q2: 1,590,954 shares; 2017Q3: 1,758,930 shares; 2017Q4: 1,833,607 shares; 2018Q1: 1,921,983 shares 1,921,983 $134M 8.24% +88,376 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 829,741 shares; 2017Q1: 1,208,158 shares; 2017Q2: 1,256,851 shares; 2017Q3: 1,324,661 shares; 2017Q4: 1,340,715 shares; 2018Q1: 1,389,829 shares 1,389,829 $67.1M 4.13% +49,114 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 628,663 shares; 2017Q1: 761,514 shares; 2017Q2: 797,974 shares; 2017Q3: 873,923 shares; 2017Q4: 909,648 shares; 2018Q1: 969,300 shares 969,300 $61.1M 3.76% +59,652 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 157,722 shares; 2017Q1: 163,928 shares; 2017Q2: 162,672 shares; 2017Q3: 163,166 shares; 2017Q4: 167,655 shares; 2018Q1: 174,071 shares 174,071 $46.2M 2.84% +6,416 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 337,125 shares; 2017Q1: 359,484 shares; 2017Q2: 373,039 shares; 2017Q3: 391,576 shares; 2017Q4: 402,496 shares; 2018Q1: 294,585 shares 294,585 $44.7M 2.75% -107,911 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 423,408 shares; 2018Q1: 458,029 shares 458,029 $37.3M 2.29% +34,621 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 238,129 shares; 2017Q1: 248,502 shares; 2017Q2: 252,163 shares; 2017Q3: 256,779 shares; 2017Q4: 258,486 shares; 2018Q1: 264,114 shares 264,114 $31.6M 1.94% +5,628 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 127,194 shares; 2017Q1: 129,052 shares; 2017Q2: 129,674 shares; 2017Q3: 131,721 shares; 2017Q4: 131,735 shares; 2018Q1: 132,226 shares 132,226 $29M 1.79% +491 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 60,431 shares; 2017Q4: 80,843 shares; 2018Q1: 133,536 shares 133,536 $28.9M 1.78% +52,693 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 352,988 shares; 2017Q1: 360,530 shares; 2017Q2: 327,601 shares; 2017Q3: 330,191 shares; 2017Q4: 326,207 shares; 2018Q1: 314,259 shares 314,259 $28.7M 1.77% -11,948 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 512,029 shares; 2017Q1: 619,285 shares; 2017Q2: 685,037 shares; 2017Q3: 754,985 shares; 2017Q4: 800,688 shares; 2018Q1: 842,803 shares 842,803 $28.4M 1.75% +42,115 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 282,846 shares; 2017Q1: 293,599 shares; 2017Q2: 296,885 shares; 2017Q3: 314,174 shares; 2017Q4: 314,090 shares; 2018Q1: 347,513 shares 347,513 $27.6M 1.69% +33,423 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 126,489 shares; 2017Q1: 127,829 shares; 2017Q2: 125,887 shares; 2017Q3: 126,418 shares; 2017Q4: 124,831 shares; 2018Q1: 124,129 shares 124,129 $26.6M 1.63% -702 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 149,262 shares; 2017Q1: 155,294 shares; 2017Q2: 157,706 shares; 2017Q3: 158,510 shares; 2017Q4: 160,435 shares; 2018Q1: 164,214 shares 164,214 $26.4M 1.63% +3,779 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 71,698 shares; 2017Q1: 55,488 shares; 2017Q2: 568,992 shares; 2017Q3: 619,861 shares; 2017Q4: 899,376 shares; 2018Q1: 853,219 shares 853,219 $25.6M 1.57% -46,157 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 429,914 shares; 2017Q1: 450,206 shares; 2017Q2: 448,077 shares; 2017Q3: 453,954 shares; 2017Q4: 456,001 shares; 2018Q1: 460,410 shares 460,410 $23.7M 1.46% +4,409 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 312,410 shares; 2017Q1: 269,007 shares; 2017Q2: 272,008 shares; 2017Q3: 276,953 shares; 2017Q4: 279,124 shares; 2018Q1: 286,189 shares 286,189 $23.6M 1.45% +7,065 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 153,592 shares; 2017Q1: 162,152 shares; 2017Q2: 163,111 shares; 2017Q3: 167,068 shares; 2017Q4: 172,871 shares; 2018Q1: 179,562 shares 179,562 $23M 1.42% +6,691 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 154,152 shares; 2017Q1: 163,345 shares; 2017Q2: 166,362 shares; 2017Q3: 170,506 shares; 2017Q4: 173,599 shares; 2018Q1: 179,565 shares 179,565 $22.6M 1.39% +5,966 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 228,076 shares; 2017Q1: 232,773 shares; 2017Q2: 234,830 shares; 2017Q3: 240,447 shares; 2017Q4: 246,223 shares; 2018Q1: 223,957 shares 223,957 $22.5M 1.38% -22,266 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 206,167 shares; 2017Q1: 224,032 shares; 2017Q2: 474,222 shares; 2017Q3: 506,601 shares; 2017Q4: 519,484 shares; 2018Q1: 529,047 shares 529,047 $22.2M 1.37% +9,563 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 344,305 shares; 2017Q1: 360,401 shares; 2017Q2: 362,323 shares; 2017Q3: 367,657 shares; 2017Q4: 404,617 shares; 2018Q1: 406,069 shares 406,069 $21.9M 1.35% +1,452 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,015 shares; 2017Q1: 114,465 shares; 2017Q2: 119,584 shares; 2017Q3: 123,501 shares; 2017Q4: 127,387 shares; 2018Q1: 133,752 shares 133,752 $21.3M 1.31% +6,365 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 341,242 shares; 2017Q1: 353,404 shares; 2017Q2: 362,673 shares; 2017Q3: 367,547 shares; 2017Q4: 371,267 shares; 2018Q1: 390,494 shares 390,494 $21.3M 1.31% +19,227 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 144,686 shares; 2017Q1: 153,409 shares; 2017Q2: 152,818 shares; 2017Q3: 156,031 shares; 2017Q4: 155,208 shares; 2018Q1: 154,207 shares 154,207 $21M 1.29% -1,001 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 141,205 shares; 2017Q1: 145,695 shares; 2017Q2: 144,623 shares; 2017Q3: 146,745 shares; 2017Q4: 146,282 shares; 2018Q1: 293,072 shares 293,072 $20.9M 1.29% +146,790 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,156 shares; 2017Q1: 16,906 shares; 2017Q2: 202,059 shares; 2017Q3: 219,747 shares; 2017Q4: 228,838 shares; 2018Q1: 289,228 shares 289,228 $20.8M 1.28% +60,390 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 157,219 shares; 2017Q1: 163,966 shares; 2017Q2: 167,200 shares; 2017Q3: 174,230 shares; 2017Q4: 176,580 shares; 2018Q1: 181,278 shares 181,278 $20.7M 1.27% +4,698 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 431,820 shares; 2017Q1: 354,457 shares; 2017Q2: 361,653 shares; 2017Q3: 374,282 shares; 2017Q4: 384,434 shares; 2018Q1: 390,102 shares 390,102 $20.4M 1.25% +5,668 Timeline MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD More: the full row for MELLANOX TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,860 shares; 2017Q1: 249,565 shares; 2017Q2: 260,513 shares; 2017Q3: 275,689 shares; 2017Q4: 278,514 shares; 2018Q1: 278,942 shares 278,942 $20.3M 1.25% +428 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 207,978 shares; 2017Q1: 215,723 shares; 2017Q2: 222,034 shares; 2017Q3: 231,876 shares; 2017Q4: 239,500 shares; 2018Q1: 246,117 shares 246,117 $20.1M 1.23% +6,617 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 206,868 shares; 2017Q1: 214,234 shares; 2017Q2: 218,023 shares; 2017Q3: 220,372 shares; 2017Q4: 222,274 shares; 2018Q1: 221,942 shares 221,942 $19.5M 1.2% -332 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 505,927 shares; 2017Q1: 258,638 shares; 2017Q2: 258,138 shares; 2017Q3: 503,716 shares; 2017Q4: 256,584 shares; 2018Q1: 256,134 shares 256,134 $19M 1.17% -450 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 242,379 shares; 2017Q1: 258,695 shares; 2017Q2: 263,999 shares; 2017Q3: 270,421 shares; 2017Q4: 275,662 shares; 2018Q1: 289,654 shares 289,654 $19M 1.17% +13,992 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 409,804 shares; 2017Q1: 432,654 shares; 2017Q2: 441,669 shares; 2017Q3: 435,650 shares; 2017Q4: 431,875 shares; 2018Q1: 320,029 shares 320,029 $18.8M 1.16% -111,846 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,258 shares; 2017Q1: 11,534 shares; 2017Q2: 11,810 shares; 2017Q3: 14,189 shares; 2017Q4: 365,459 shares; 2018Q1: 392,979 shares 392,979 $18M 1.11% +27,520 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,100 shares; 2018Q1: 99,065 shares 99,065 $17.3M 1.06% +97,965 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 149,341 shares; 2017Q1: 156,295 shares; 2017Q2: 148,230 shares; 2017Q3: 150,879 shares; 2017Q4: 151,799 shares; 2018Q1: 153,092 shares 153,092 $16.1M 0.99% +1,293 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 307,719 shares; 2017Q1: 326,082 shares; 2017Q2: 334,251 shares; 2017Q3: 348,809 shares; 2017Q4: 352,671 shares; 2018Q1: 346,687 shares 346,687 $15.6M 0.96% -5,984 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 179,323 shares; 2017Q1: 203,601 shares; 2017Q2: 219,817 shares; 2017Q3: 236,714 shares; 2017Q4: 244,900 shares; 2018Q1: 221,593 shares 221,593 $15.3M 0.94% -23,307 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,099 shares; 2017Q1: 31,325 shares; 2017Q2: 29,071 shares; 2017Q3: 29,634 shares; 2017Q4: 28,688 shares; 2018Q1: 252,629 shares 252,629 $15.1M 0.93% +223,941 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 142,741 shares; 2017Q1: 139,850 shares; 2017Q2: 143,263 shares; 2017Q3: 147,504 shares; 2017Q4: 164,391 shares; 2018Q1: 164,914 shares 164,914 $15.1M 0.93% +523 Timeline WORLDPAY INC WORLDPAY INC More: the full row for WORLDPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 181,381 shares 181,381 $14.9M 0.92% new DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 299,452 shares; 2017Q3: 323,138 shares; 2017Q4: 329,621 shares; 2018Q1: 338,125 shares 338,125 $14.8M 0.91% +8,504 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 22,750 shares; 2017Q1: 16,021 shares; 2017Q2: 18,782 shares; 2017Q3: 27,411 shares; 2017Q4: 88,572 shares; 2018Q1: 92,059 shares 92,059 $14.7M 0.9% +3,487 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,663 shares; 2017Q1: 14,071 shares; 2017Q2: 14,118 shares; 2017Q3: 14,372 shares; 2017Q4: 14,343 shares; 2018Q1: 14,066 shares 14,066 $14.6M 0.9% -277 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,764 shares; 2017Q1: 12,619 shares; 2017Q2: 12,826 shares; 2017Q3: 132,711 shares; 2017Q4: 141,970 shares; 2018Q1: 138,244 shares 138,244 $13.7M 0.85% -3,726 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 115,845 shares; 2018Q1: 108,282 shares 108,282 $13.1M 0.81% -7,563 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 14,048 shares; 2017Q1: 13,779 shares; 2017Q2: 13,325 shares; 2017Q3: 13,468 shares; 2017Q4: 12,798 shares; 2018Q1: 11,181 shares 11,181 $11.5M 0.71% -1,617 Timeline CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 102,390 shares; 2017Q1: 117,974 shares; 2017Q2: 121,654 shares; 2017Q3: 124,211 shares; 2017Q4: 112,866 shares; 2018Q1: 118,717 shares 118,717 $10.6M 0.65% +5,851 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 198,354 shares; 2017Q1: 84,901 shares; 2017Q2: 84,844 shares; 2017Q3: 86,633 shares; 2017Q4: 91,364 shares; 2018Q1: 94,746 shares 94,746 $10.3M 0.64% +3,382 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 126,102 shares; 2017Q1: 133,709 shares; 2017Q2: 115,125 shares; 2017Q3: 111,269 shares; 2017Q4: 108,447 shares; 2018Q1: 78,768 shares 78,768 $9.45M 0.58% -29,679 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 45,277 shares; 2017Q1: 44,995 shares; 2017Q2: 44,168 shares; 2017Q3: 47,256 shares; 2017Q4: 89,051 shares; 2018Q1: 51,953 shares 51,953 $8.72M 0.54% -37,098 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 52,830 shares; 2017Q1: 53,866 shares; 2017Q2: 54,328 shares; 2017Q3: 55,060 shares; 2017Q4: 56,172 shares; 2018Q1: 54,555 shares 54,555 $7.46M 0.46% -1,617 Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 162,244 shares; 2017Q1: 168,543 shares; 2017Q2: 171,931 shares; 2017Q3: 141,532 shares; 2017Q4: 141,038 shares; 2018Q1: 135,837 shares 135,837 $7.07M 0.43% -5,201 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 51,108 shares; 2017Q1: 53,477 shares; 2017Q2: 56,750 shares; 2017Q3: 62,461 shares; 2017Q4: 61,824 shares; 2018Q1: 61,251 shares 61,251 $6.74M 0.41% -573 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 139,911 shares; 2017Q1: 161,802 shares; 2017Q2: 157,201 shares; 2017Q3: 167,619 shares; 2017Q4: 172,628 shares; 2018Q1: 188,196 shares 188,196 $6.68M 0.41% +15,568 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 359,229 shares; 2017Q1: 371,702 shares; 2017Q2: 375,662 shares; 2017Q3: 385,061 shares; 2017Q4: 385,516 shares; 2018Q1: 101,339 shares 101,339 $6.63M 0.41% -284,177 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 86,865 shares; 2017Q1: 96,050 shares; 2017Q2: 91,305 shares; 2017Q3: 90,883 shares; 2017Q4: 96,353 shares; 2018Q1: 126,009 shares 126,009 $6.57M 0.4% +29,656 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 333,085 shares; 2017Q1: 333,378 shares; 2017Q2: 323,308 shares; 2017Q3: 265,646 shares; 2017Q4: 244,431 shares; 2018Q1: 259,999 shares 259,999 $6.37M 0.39% +15,568 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 58,023 shares; 2017Q1: 54,475 shares; 2017Q2: 56,561 shares; 2017Q3: 59,842 shares; 2017Q4: 61,747 shares; 2018Q1: 61,107 shares 61,107 $6.35M 0.39% -640 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,450 shares; 2017Q1: 39,661 shares; 2017Q2: 39,222 shares; 2017Q3: 38,611 shares; 2017Q4: 35,081 shares; 2018Q1: 30,525 shares 30,525 $6.3M 0.39% -4,556 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 76,163 shares; 2017Q1: 78,134 shares; 2017Q2: 80,053 shares; 2017Q3: 83,409 shares; 2017Q4: 89,985 shares; 2018Q1: 91,820 shares 91,820 $6.27M 0.39% +1,835 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 80,168 shares; 2017Q1: 69,273 shares; 2017Q2: 72,615 shares; 2017Q3: 73,674 shares; 2017Q4: 74,254 shares; 2018Q1: 73,624 shares 73,624 $6.19M 0.38% -630 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 81,008 shares; 2017Q1: 77,240 shares; 2017Q2: 71,631 shares; 2017Q3: 62,899 shares; 2017Q4: 56,652 shares; 2018Q1: 45,079 shares 45,079 $6.13M 0.38% -11,573 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 84,088 shares; 2017Q1: 87,497 shares; 2017Q2: 94,351 shares; 2017Q3: 97,308 shares; 2017Q4: 99,224 shares; 2018Q1: 100,754 shares 100,754 $6.04M 0.37% +1,530 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 76,087 shares; 2017Q1: 85,241 shares; 2017Q2: 85,547 shares; 2017Q3: 88,735 shares; 2017Q4: 90,761 shares; 2018Q1: 93,770 shares 93,770 $5.98M 0.37% +3,009 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,576 shares; 2017Q1: 26,116 shares; 2017Q2: 28,334 shares; 2017Q3: 28,801 shares; 2017Q4: 32,007 shares; 2018Q1: 33,500 shares 33,500 $5.97M 0.37% +1,493 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 91,004 shares; 2017Q1: 91,822 shares; 2017Q2: 90,062 shares; 2017Q3: 84,951 shares; 2017Q4: 78,923 shares; 2018Q1: 77,815 shares 77,815 $5.81M 0.36% -1,108 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,963 shares; 2017Q1: 18,782 shares; 2017Q2: 19,928 shares; 2017Q3: 21,246 shares; 2017Q4: 21,093 shares; 2018Q1: 21,030 shares 21,030 $5.53M 0.34% -63 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 77,073 shares; 2017Q3: 84,256 shares; 2017Q4: 93,906 shares; 2018Q1: 99,704 shares 99,704 $5.44M 0.33% +5,798 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 338,375 shares; 2017Q1: 357,446 shares; 2017Q2: 111,835 shares; 2017Q3: 108,948 shares; 2017Q4: 109,934 shares; 2018Q1: 110,926 shares 110,926 $5.3M 0.33% +992 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 198,598 shares; 2017Q1: 56,036 shares; 2017Q2: 58,357 shares; 2017Q3: 59,233 shares; 2017Q4: 64,774 shares; 2018Q1: 64,980 shares 64,980 $5.21M 0.32% +206 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 26,367 shares; 2017Q1: 53,379 shares; 2017Q2: 85,559 shares; 2017Q3: 133,355 shares; 2017Q4: 162,624 shares; 2018Q1: 179,765 shares 179,765 $5.16M 0.32% +17,141 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 144,773 shares; 2017Q1: 146,057 shares; 2017Q2: 146,362 shares; 2017Q3: 147,070 shares; 2017Q4: 148,158 shares; 2018Q1: 87,658 shares 87,658 $4.98M 0.31% -60,500 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 279,705 shares; 2017Q1: 292,287 shares; 2017Q2: 297,086 shares; 2017Q3: 300,968 shares; 2017Q4: 304,859 shares; 2018Q1: 62,554 shares 62,554 $4.58M 0.28% -242,305 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,180 shares; 2017Q1: not reported; 2017Q2: 2,805 shares; 2017Q3: 13,495 shares; 2017Q4: 21,146 shares; 2018Q1: 24,690 shares 24,690 $4.53M 0.28% +3,544 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 45,994 shares; 2017Q1: 47,486 shares; 2017Q2: 55,320 shares; 2017Q3: 57,659 shares; 2017Q4: 60,989 shares; 2018Q1: 62,418 shares 62,418 $3.84M 0.24% +1,429 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 61,280 shares; 2017Q1: 61,780 shares; 2017Q2: 61,580 shares; 2017Q3: 61,580 shares; 2017Q4: 61,580 shares; 2018Q1: 61,580 shares 61,580 $3.59M 0.22% 0 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 44,725 shares; 2017Q1: 46,602 shares; 2017Q2: 9,422 shares; 2017Q3: 8,200 shares; 2017Q4: 8,626 shares; 2018Q1: 30,468 shares 30,468 $3.19M 0.2% +21,842 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,166 shares; 2017Q1: 30,831 shares; 2017Q2: 30,742 shares; 2017Q3: 30,073 shares; 2017Q4: 31,830 shares; 2018Q1: 30,100 shares 30,100 $3.04M 0.19% -1,730 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 14,920 shares; 2017Q1: 15,067 shares; 2017Q2: 14,780 shares; 2017Q3: 15,318 shares; 2017Q4: 15,483 shares; 2018Q1: 19,371 shares 19,371 $3.03M 0.19% +3,888 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 19,077 shares; 2017Q1: 18,665 shares; 2017Q2: 19,215 shares; 2017Q3: 18,791 shares; 2017Q4: 22,278 shares; 2018Q1: 46,663 shares 46,663 $3.02M 0.19% +24,385 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 19,464 shares; 2017Q1: 23,837 shares; 2017Q2: 27,110 shares; 2017Q3: 28,967 shares; 2017Q4: 31,293 shares; 2018Q1: 37,311 shares 37,311 $2.75M 0.17% +6,018 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,128 shares; 2017Q1: 27,802 shares; 2017Q2: 26,297 shares; 2017Q3: 31,182 shares; 2017Q4: 53,541 shares; 2018Q1: 52,106 shares 52,106 $2.71M 0.17% -1,435 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 24,252 shares; 2017Q1: 28,668 shares; 2017Q2: 28,165 shares; 2017Q3: 26,141 shares; 2017Q4: 25,762 shares; 2018Q1: 23,505 shares 23,505 $2.67M 0.16% -2,257 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,313 shares; 2017Q1: 37,708 shares; 2017Q2: 37,310 shares; 2017Q3: 52,322 shares; 2017Q4: 60,926 shares; 2018Q1: 60,086 shares 60,086 $2.66M 0.16% -840 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9 shares; 2017Q1: 9 shares; 2017Q2: 9 shares; 2017Q3: 9 shares; 2017Q4: 8 shares; 2018Q1: 8 shares 8 $2.39M 0.15% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 567,265 shares; 2017Q1: 117,637 shares; 2017Q2: 58,696 shares; 2017Q3: 37,054 shares; 2017Q4: 32,715 shares; 2018Q1: 53,165 shares 53,165 $2.28M 0.14% +20,450 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 95,552 shares; 2017Q1: 100,569 shares; 2017Q2: 101,257 shares; 2017Q3: 102,350 shares; 2017Q4: 83,846 shares; 2018Q1: 9,605 shares 9,605 $2.26M 0.14% -74,241 BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,618 shares; 2017Q1: 6,311 shares; 2017Q2: 7,381 shares; 2017Q3: 7,580 shares; 2017Q4: 7,765 shares; 2018Q1: 8,145 shares 8,145 $2.23M 0.14% +380 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,576 shares; 2017Q1: 8,994 shares; 2017Q2: 10,934 shares; 2017Q3: 11,520 shares; 2017Q4: 11,342 shares; 2018Q1: 11,027 shares 11,027 $2.2M 0.14% -315 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 43,655 shares; 2017Q1: 43,295 shares; 2017Q2: 43,415 shares; 2017Q3: 42,354 shares; 2017Q4: 41,830 shares; 2018Q1: 41,041 shares 41,041 $2.17M 0.13% -789 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 132,115 shares; 2017Q1: 129,786 shares; 2017Q2: 135,527 shares; 2017Q3: 132,632 shares; 2017Q4: 47,774 shares; 2018Q1: 40,655 shares 40,655 $2.13M 0.13% -7,119 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 18,239 shares; 2017Q1: 9,271 shares; 2017Q2: 6,389 shares; 2017Q3: 4,741 shares; 2017Q4: 5,694 shares; 2018Q1: 33,516 shares 33,516 $2.08M 0.13% +27,822 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,760 shares; 2017Q1: 21,560 shares; 2017Q2: 21,350 shares; 2017Q3: 37,927 shares; 2017Q4: 34,451 shares; 2018Q1: 35,810 shares 35,810 $2.04M 0.13% +1,359 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,195 shares; 2017Q1: 13,772 shares; 2017Q2: 13,455 shares; 2017Q3: 13,457 shares; 2017Q4: 13,334 shares; 2018Q1: 12,918 shares 12,918 $2.02M 0.12% -416 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 306,040 shares; 2017Q1: 329,766 shares; 2017Q2: 47,817 shares; 2017Q3: 38,443 shares; 2017Q4: 34,578 shares; 2018Q1: 38,544 shares 38,544 $1.99M 0.12% +3,966 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,813 shares; 2017Q1: 14,697 shares; 2017Q2: 15,015 shares; 2017Q3: 1,467 shares; 2017Q4: 1,330 shares; 2018Q1: 1,297 shares 1,297 $1.88M 0.12% -33 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,071 shares; 2017Q1: 12,186 shares; 2017Q2: 11,926 shares; 2017Q3: 11,896 shares; 2017Q4: 12,752 shares; 2018Q1: 13,389 shares 13,389 $1.87M 0.11% +637 Timeline DUNKIN BRANDS GROUP INC DUNKIN BRANDS GROUP INC More: the full row for DUNKIN BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,904 shares; 2017Q1: 10,274 shares; 2017Q2: 10,084 shares; 2017Q3: 10,324 shares; 2017Q4: 10,914 shares; 2018Q1: 30,543 shares 30,543 $1.82M 0.11% +19,629 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,678 shares; 2017Q1: 13,374 shares; 2017Q2: 12,859 shares; 2017Q3: 12,635 shares; 2017Q4: 11,379 shares; 2018Q1: 10,635 shares 10,635 $1.81M 0.11% -744 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,205 shares; 2017Q1: 4,900 shares; 2017Q2: 5,290 shares; 2017Q3: 6,316 shares; 2017Q4: 5,886 shares; 2018Q1: 5,475 shares 5,475 $1.79M 0.11% -411 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,733 shares; 2017Q1: 7,961 shares; 2017Q2: 7,846 shares; 2017Q3: 10,739 shares; 2017Q4: 14,573 shares; 2018Q1: 12,835 shares 12,835 $1.74M 0.11% -1,738 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,979 shares; 2017Q1: 3,607 shares; 2017Q2: 1,791 shares; 2017Q3: 1,756 shares; 2017Q4: 10,379 shares; 2018Q1: 10,479 shares 10,479 $1.71M 0.11% +100 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,173 shares; 2017Q1: 6,500 shares; 2017Q2: 6,634 shares; 2017Q3: 8,967 shares; 2017Q4: 10,872 shares; 2018Q1: 10,882 shares 10,882 $1.71M 0.1% +10 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 47,326 shares; 2017Q1: 47,260 shares; 2017Q2: 46,197 shares; 2017Q3: 49,653 shares; 2017Q4: 50,495 shares; 2018Q1: 47,378 shares 47,378 $1.69M 0.1% -3,117 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 4,669 shares; 2017Q2: 6,503 shares; 2017Q3: 6,327 shares; 2017Q4: 26,149 shares; 2018Q1: 24,195 shares 24,195 $1.63M 0.1% -1,954 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,290 shares; 2017Q1: 6,736 shares; 2017Q2: 4,915 shares; 2017Q3: 7,927 shares; 2017Q4: 8,046 shares; 2018Q1: 11,044 shares 11,044 $1.6M 0.1% +2,998 Timeline FIREEYE INC FIREEYE INC More: the full row for FIREEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 54,366 shares; 2017Q1: 75,110 shares; 2017Q2: 80,415 shares; 2017Q3: 98,526 shares; 2017Q4: 88,990 shares; 2018Q1: 92,862 shares 92,862 $1.57M 0.1% +3,872 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,571 shares; 2017Q1: 3,440 shares; 2017Q2: 3,345 shares; 2017Q3: 3,150 shares; 2017Q4: 3,615 shares; 2018Q1: 20,171 shares 20,171 $1.52M 0.09% +16,556 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 30,180 shares; 2017Q1: 32,930 shares; 2017Q2: 29,560 shares; 2017Q3: 29,415 shares; 2017Q4: 29,005 shares; 2018Q1: 28,961 shares 28,961 $1.5M 0.09% -44 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 18,530 shares; 2017Q1: 13,964 shares; 2017Q2: 11,046 shares; 2017Q3: 10,381 shares; 2017Q4: 9,946 shares; 2018Q1: 9,545 shares 9,545 $1.48M 0.09% -401 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,805 shares; 2017Q1: 27,662 shares; 2017Q2: 29,757 shares; 2017Q3: 30,853 shares; 2017Q4: 31,878 shares; 2018Q1: 28,742 shares 28,742 $1.45M 0.09% -3,136 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,047 shares; 2017Q1: 15,408 shares; 2017Q2: 18,848 shares; 2017Q3: 22,891 shares; 2017Q4: 18,310 shares; 2018Q1: 19,263 shares 19,263 $1.22M 0.07% +953 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 31,886 shares; 2017Q1: 29,680 shares; 2017Q2: 27,452 shares; 2017Q3: 26,877 shares; 2017Q4: 19,996 shares; 2018Q1: 18,511 shares 18,511 $1.21M 0.07% -1,485 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 34,046 shares; 2017Q1: 13,625 shares; 2017Q2: 12,978 shares; 2017Q3: 12,333 shares; 2017Q4: 11,780 shares; 2018Q1: 11,630 shares 11,630 $1.21M 0.07% -150 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 51,639 shares; 2017Q1: 53,040 shares; 2017Q2: 54,469 shares; 2017Q3: 55,296 shares; 2017Q4: 15,948 shares; 2018Q1: 13,844 shares 13,844 $1.19M 0.07% -2,104 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 19,335 shares; 2017Q2: 20,434 shares; 2017Q3: 23,157 shares; 2017Q4: 27,648 shares; 2018Q1: 25,035 shares 25,035 $1.18M 0.07% -2,613 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 19,788 shares; 2017Q1: 22,073 shares; 2017Q2: 23,558 shares; 2017Q3: 22,603 shares; 2017Q4: 21,428 shares; 2018Q1: 21,088 shares 21,088 $1.18M 0.07% -340 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,714 shares; 2017Q1: 22,863 shares; 2017Q2: 20,577 shares; 2017Q3: 18,805 shares; 2017Q4: 18,098 shares; 2018Q1: 18,682 shares 18,682 $1.16M 0.07% +584 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 15,516 shares; 2017Q1: 15,224 shares; 2017Q2: 14,522 shares; 2017Q3: 12,894 shares; 2017Q4: 13,017 shares; 2018Q1: 27,599 shares 27,599 $1.15M 0.07% +14,582 Timeline ENERGY TRANSFER PARTNERS LP ENERGY TRANSFER PARTNERS LP More: the full row for ENERGY TRANSFER PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 141,869 shares; 2017Q3: 106,838 shares; 2017Q4: 92,314 shares; 2018Q1: 70,564 shares 70,564 $1.15M 0.07% -21,750 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 6,176 shares; 2017Q4: 31,180 shares; 2018Q1: 31,180 shares 31,180 $1.13M 0.07% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,597 shares; 2017Q1: 5,782 shares; 2017Q2: 5,932 shares; 2017Q3: 9,009 shares; 2017Q4: 14,438 shares; 2018Q1: 14,016 shares 14,016 $1.08M 0.07% -422 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,707 shares; 2017Q1: 7,744 shares; 2017Q2: 4,728 shares; 2017Q3: 6,265 shares; 2017Q4: 5,182 shares; 2018Q1: 15,593 shares 15,593 $1.07M 0.07% +10,411 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 27,483 shares; 2017Q1: 26,826 shares; 2017Q2: 24,446 shares; 2017Q3: 23,852 shares; 2017Q4: 23,168 shares; 2018Q1: 24,512 shares 24,512 $1.06M 0.07% +1,344 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,221 shares; 2017Q1: 10,504 shares; 2017Q2: 10,759 shares; 2017Q3: 12,296 shares; 2017Q4: 11,402 shares; 2018Q1: 11,198 shares 11,198 $1.06M 0.07% -204 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,764 shares; 2017Q1: 7,510 shares; 2017Q2: 7,639 shares; 2017Q3: 7,616 shares; 2017Q4: 8,000 shares; 2018Q1: 7,655 shares 7,655 $1.05M 0.06% -345 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,619 shares; 2017Q1: 17,323 shares; 2017Q2: 15,859 shares; 2017Q3: 16,021 shares; 2017Q4: 16,342 shares; 2018Q1: 16,169 shares 16,169 $1.03M 0.06% -173 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,441 shares; 2017Q1: 16,225 shares; 2017Q2: 15,350 shares; 2017Q3: 15,695 shares; 2017Q4: 15,340 shares; 2018Q1: 14,907 shares 14,907 $990K 0.06% -433 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,261 shares; 2017Q1: 33,726 shares; 2017Q2: 19,442 shares; 2017Q3: 20,099 shares; 2017Q4: 18,535 shares; 2018Q1: 17,074 shares 17,074 $988K 0.06% -1,461 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,157 shares; 2018Q1: 10,657 shares 10,657 $983K 0.06% +500 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,033 shares; 2017Q1: 12,773 shares; 2017Q2: 20,755 shares; 2017Q3: 20,210 shares; 2017Q4: 19,702 shares; 2018Q1: 19,900 shares 19,900 $976K 0.06% +198 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,580 shares; 2017Q1: 2,610 shares; 2017Q2: 2,610 shares; 2017Q3: 2,590 shares; 2017Q4: 2,723 shares; 2018Q1: 2,723 shares 2,723 $951K 0.06% 0 Timeline Spectra Energy Partners Spectra Energy Partners More: the full row for Spectra Energy Partners Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,425 shares; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,350 shares; 2017Q4: 20,025 shares; 2018Q1: 26,525 shares 26,525 $892K 0.05% +6,500 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,537 shares; 2017Q1: 4,525 shares; 2017Q2: 3,825 shares; 2017Q3: 4,219 shares; 2017Q4: 4,499 shares; 2018Q1: 4,803 shares 4,803 $841K 0.05% +304 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,312 shares; 2017Q1: 23,312 shares; 2017Q2: 23,312 shares; 2017Q3: 23,312 shares; 2017Q4: 23,312 shares; 2018Q1: 23,312 shares 23,312 $841K 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 399 shares 399 $830K 0.05% new Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 47,092 shares; 2017Q1: 46,975 shares; 2017Q2: 46,975 shares; 2017Q3: 46,400 shares; 2017Q4: 45,985 shares; 2018Q1: 45,985 shares 45,985 $812K 0.05% 0 Timeline HOSPITALITY PROPERTIES TRUST HOSPITALITY PROPERTIES TRUST More: the full row for HOSPITALITY PROPERTIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 120,160 shares; 2017Q1: 100,860 shares; 2017Q2: 95,660 shares; 2017Q3: 105,160 shares; 2017Q4: 67,360 shares; 2018Q1: 31,910 shares 31,910 $809K 0.05% -35,450 WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 21,263 shares; 2018Q1: 32,338 shares 32,338 $804K 0.05% +11,075 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,643 shares; 2017Q1: 3,438 shares; 2017Q2: 2,014 shares; 2017Q3: 2,252 shares; 2017Q4: 1,914 shares; 2018Q1: 5,547 shares 5,547 $800K 0.05% +3,633 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 21,996 shares 21,996 $770K 0.05% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 169,054 shares; 2017Q1: 177,476 shares; 2017Q2: 20,222 shares; 2017Q3: 9,876 shares; 2017Q4: 9,125 shares; 2018Q1: 7,946 shares 7,946 $761K 0.05% -1,179 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,359 shares; 2017Q1: 3,023 shares; 2017Q2: 5,422 shares; 2017Q3: 5,159 shares; 2017Q4: 4,680 shares; 2018Q1: 4,681 shares 4,681 $750K 0.05% +1 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,878 shares; 2017Q1: 4,138 shares; 2017Q2: 4,065 shares; 2017Q3: 4,406 shares; 2017Q4: 3,914 shares; 2018Q1: 4,879 shares 4,879 $749K 0.05% +965 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,864 shares; 2017Q2: 3,503 shares; 2017Q3: 8,255 shares; 2017Q4: 8,996 shares; 2018Q1: 11,354 shares 11,354 $748K 0.05% +2,358 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 12,209 shares; 2017Q1: 23,326 shares; 2017Q2: 21,904 shares; 2017Q3: 22,332 shares; 2017Q4: 22,579 shares; 2018Q1: 21,373 shares 21,373 $730K 0.04% -1,206 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,371 shares; 2017Q1: 6,054 shares; 2017Q2: 3,444 shares; 2017Q3: 3,121 shares; 2017Q4: not reported; 2018Q1: 11,232 shares 11,232 $730K 0.04% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,464 shares; 2017Q2: 3,514 shares; 2017Q3: 4,766 shares; 2017Q4: 5,319 shares; 2018Q1: 4,964 shares 4,964 $729K 0.04% -355 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 29,360 shares; 2017Q1: 29,360 shares; 2017Q2: 29,360 shares; 2017Q3: 31,320 shares; 2017Q4: 33,295 shares; 2018Q1: 33,570 shares 33,570 $720K 0.04% +275 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 103,190 shares; 2017Q1: 105,037 shares; 2017Q2: 86,430 shares; 2017Q3: 91,381 shares; 2017Q4: 65,100 shares; 2018Q1: 52,918 shares 52,918 $713K 0.04% -12,182 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 32,287 shares; 2017Q1: 33,007 shares; 2017Q2: 33,465 shares; 2017Q3: 31,770 shares; 2017Q4: 47,999 shares; 2018Q1: 46,900 shares 46,900 $706K 0.04% -1,099 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 12,009 shares; 2017Q4: 10,466 shares; 2018Q1: 10,890 shares 10,890 $694K 0.04% +424 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,445 shares; 2017Q1: 26,745 shares; 2017Q2: 26,545 shares; 2017Q3: 29,335 shares; 2017Q4: 29,448 shares; 2018Q1: 28,348 shares 28,348 $693K 0.04% -1,100 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 22,225 shares 22,225 $688K 0.04% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 181,188 shares; 2017Q1: 189,883 shares; 2017Q2: 195,952 shares; 2017Q3: 196,736 shares; 2017Q4: 7,662 shares; 2018Q1: 5,472 shares 5,472 $688K 0.04% -2,190 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,022 shares; 2017Q1: 4,656 shares; 2017Q2: 5,627 shares; 2017Q3: 3,935 shares; 2017Q4: 4,194 shares; 2018Q1: 7,706 shares 7,706 $686K 0.04% +3,512 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 413,555 shares; 2017Q1: 419,037 shares; 2017Q2: 396,540 shares; 2017Q3: 411,137 shares; 2017Q4: 18,857 shares; 2018Q1: 17,087 shares 17,087 $683K 0.04% -1,770 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,865 shares; 2017Q1: 10,185 shares; 2017Q2: 9,612 shares; 2017Q3: 9,725 shares; 2017Q4: 10,350 shares; 2018Q1: 10,515 shares 10,515 $675K 0.04% +165 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,882 shares; 2017Q1: 8,968 shares; 2017Q2: 8,631 shares; 2017Q3: 8,609 shares; 2017Q4: 9,194 shares; 2018Q1: 8,695 shares 8,695 $673K 0.04% -499 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 4,165 shares; 2017Q4: 11,308 shares; 2018Q1: 11,308 shares 11,308 $629K 0.04% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,495 shares; 2017Q1: 5,320 shares; 2017Q2: 5,320 shares; 2017Q3: 5,595 shares; 2017Q4: 4,968 shares; 2018Q1: 4,709 shares 4,709 $627K 0.04% -259 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,435 shares; 2017Q1: 7,075 shares; 2017Q2: 7,590 shares; 2017Q3: 7,929 shares; 2017Q4: 7,635 shares; 2018Q1: 8,429 shares 8,429 $604K 0.04% +794 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,728 shares; 2017Q1: 4,455 shares; 2017Q2: 4,208 shares; 2017Q3: 3,718 shares; 2017Q4: 3,448 shares; 2018Q1: 3,909 shares 3,909 $600K 0.04% +461 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 9,100 shares 9,100 $596K 0.04% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,771 shares; 2017Q1: 2,886 shares; 2017Q2: 4,300 shares; 2017Q3: 4,061 shares; 2017Q4: 3,876 shares; 2018Q1: 4,001 shares 4,001 $588K 0.04% +125 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 12,106 shares; 2018Q1: 12,106 shares 12,106 $587K 0.04% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,856 shares; 2017Q1: 18,391 shares; 2017Q2: 16,999 shares; 2017Q3: 16,762 shares; 2017Q4: 17,592 shares; 2018Q1: 18,272 shares 18,272 $580K 0.04% +680 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,280 shares; 2017Q1: 4,455 shares; 2017Q2: 5,035 shares; 2017Q3: 5,550 shares; 2017Q4: 6,607 shares; 2018Q1: 6,847 shares 6,847 $571K 0.04% +240 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,708 shares; 2017Q1: 6,570 shares; 2017Q2: 6,064 shares; 2017Q3: 6,091 shares; 2017Q4: 6,032 shares; 2018Q1: 5,732 shares 5,732 $561K 0.03% -300 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,385 shares; 2017Q1: 4,179 shares; 2017Q2: 3,848 shares; 2017Q3: 3,833 shares; 2017Q4: 3,712 shares; 2018Q1: 3,646 shares 3,646 $551K 0.03% -66 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,585 shares; 2017Q1: 1,529 shares; 2017Q2: 1,639 shares; 2017Q3: 15,827 shares; 2017Q4: 3,331 shares; 2018Q1: 3,225 shares 3,225 $550K 0.03% -106 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,970 shares; 2017Q1: 4,715 shares; 2017Q2: 5,115 shares; 2017Q3: 5,000 shares; 2017Q4: 5,615 shares; 2018Q1: 5,805 shares 5,805 $544K 0.03% +190 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,293 shares; 2017Q1: 4,163 shares; 2017Q2: 3,438 shares; 2017Q3: 3,658 shares; 2017Q4: 4,553 shares; 2018Q1: 4,933 shares 4,933 $542K 0.03% +380 INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,630 shares; 2017Q4: 20,955 shares; 2018Q1: 23,180 shares 23,180 $534K 0.03% +2,225 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,429 shares; 2017Q4: 2,457 shares; 2018Q1: 3,285 shares 3,285 $532K 0.03% +828 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 2,695 shares; 2017Q2: 3,060 shares; 2017Q3: 2,420 shares; 2017Q4: 2,626 shares; 2018Q1: 2,326 shares 2,326 $530K 0.03% -300 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,433 shares; 2017Q1: 2,280 shares; 2017Q2: 2,310 shares; 2017Q3: 2,507 shares; 2017Q4: 4,111 shares; 2018Q1: 4,231 shares 4,231 $525K 0.03% +120 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,740 shares; 2017Q1: 4,740 shares; 2017Q2: 4,540 shares; 2017Q3: 4,515 shares; 2017Q4: 4,545 shares; 2018Q1: 4,268 shares 4,268 $519K 0.03% -277 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 3,220 shares; 2017Q2: 3,339 shares; 2017Q3: 4,332 shares; 2017Q4: 4,556 shares; 2018Q1: 3,613 shares 3,613 $513K 0.03% -943 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,396 shares; 2017Q1: 5,278 shares; 2017Q2: 4,885 shares; 2017Q3: 5,657 shares; 2017Q4: 5,107 shares; 2018Q1: 4,979 shares 4,979 $513K 0.03% -128 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,847 shares; 2017Q1: 3,941 shares; 2017Q2: 4,574 shares; 2017Q3: 3,990 shares; 2017Q4: 4,355 shares; 2018Q1: 4,705 shares 4,705 $513K 0.03% +350 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 29,360 shares; 2017Q2: 30,270 shares; 2017Q3: 30,635 shares; 2017Q4: 32,785 shares; 2018Q1: 32,605 shares 32,605 $513K 0.03% -180 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 4,649 shares; 2017Q2: 4,649 shares; 2017Q3: 3,500 shares; 2017Q4: 3,309 shares; 2018Q1: 3,309 shares 3,309 $510K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 14,176 shares; 2017Q4: 18,764 shares; 2018Q1: 18,456 shares 18,456 $509K 0.03% -308 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 16,845 shares; 2017Q3: 24,325 shares; 2017Q4: 26,723 shares; 2018Q1: 27,748 shares 27,748 $508K 0.03% +1,025 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 27,200 shares 27,200 $505K 0.03% new Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,841 shares; 2017Q1: 11,601 shares; 2017Q2: 9,061 shares; 2017Q3: 7,546 shares; 2017Q4: 7,061 shares; 2018Q1: 6,961 shares 6,961 $503K 0.03% -100 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,636 shares; 2017Q4: 2,980 shares; 2018Q1: 3,385 shares 3,385 $499K 0.03% +405 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 795 shares; 2017Q1: 840 shares; 2017Q2: 923 shares; 2017Q3: 923 shares; 2017Q4: 1,958 shares; 2018Q1: 1,456 shares 1,456 $498K 0.03% -502 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,821 shares; 2017Q1: 5,260 shares; 2017Q2: 4,420 shares; 2017Q3: 4,285 shares; 2017Q4: 4,045 shares; 2018Q1: 3,590 shares 3,590 $497K 0.03% -455 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,465 shares; 2017Q1: 3,381 shares; 2017Q2: 3,171 shares; 2017Q3: 3,126 shares; 2017Q4: 3,709 shares; 2018Q1: 3,645 shares 3,645 $490K 0.03% -64 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,982 shares; 2017Q1: 6,089 shares; 2017Q2: 5,180 shares; 2017Q3: 7,347 shares; 2017Q4: 6,871 shares; 2018Q1: 6,091 shares 6,091 $472K 0.03% -780 Timeline PDC ENERGY INC PDC ENERGY INC More: the full row for PDC ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 9,545 shares 9,545 $468K 0.03% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,632 shares; 2017Q1: 3,632 shares; 2017Q2: 3,616 shares; 2017Q3: 3,527 shares; 2017Q4: 3,552 shares; 2018Q1: 3,432 shares 3,432 $466K 0.03% -120 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,200 shares; 2017Q1: 5,460 shares; 2017Q2: 4,960 shares; 2017Q3: 5,365 shares; 2017Q4: 5,900 shares; 2018Q1: 6,360 shares 6,360 $461K 0.03% +460 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 940 shares; 2017Q1: 1,373 shares; 2017Q2: 798 shares; 2017Q3: 898 shares; 2017Q4: 901 shares; 2018Q1: 851 shares 851 $461K 0.03% -50 SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,886 shares; 2017Q1: 11,597 shares; 2017Q2: 11,312 shares; 2017Q3: 9,914 shares; 2017Q4: 11,580 shares; 2018Q1: 8,865 shares 8,865 $452K 0.03% -2,715 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,259 shares; 2017Q1: 2,355 shares; 2017Q2: 2,358 shares; 2017Q3: 2,172 shares; 2017Q4: 2,273 shares; 2018Q1: 1,331 shares 1,331 $450K 0.03% -942 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 11,870 shares; 2017Q1: 12,695 shares; 2017Q2: 12,940 shares; 2017Q3: 13,285 shares; 2017Q4: 13,975 shares; 2018Q1: 14,845 shares 14,845 $448K 0.03% +870 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 4,969 shares; 2017Q2: 4,969 shares; 2017Q3: 4,619 shares; 2017Q4: 5,183 shares; 2018Q1: 5,183 shares 5,183 $448K 0.03% 0 Timeline MERIDIAN BIOSCIENCE INC MERIDIAN BIOSCIENCE INC More: the full row for MERIDIAN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,366 shares; 2017Q1: 20,965 shares; 2017Q2: 23,180 shares; 2017Q3: 24,985 shares; 2017Q4: 30,565 shares; 2018Q1: 31,340 shares 31,340 $445K 0.03% +775 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,723 shares; 2017Q1: 1,698 shares; 2017Q2: 1,609 shares; 2017Q3: 1,590 shares; 2017Q4: 2,328 shares; 2018Q1: 2,271 shares 2,271 $428K 0.03% -57 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 13,569 shares; 2017Q1: 11,617 shares; 2017Q2: 10,471 shares; 2017Q3: 11,522 shares; 2017Q4: 8,496 shares; 2018Q1: 9,314 shares 9,314 $426K 0.03% +818 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 23,507 shares; 2017Q1: 7,978 shares; 2017Q2: 8,871 shares; 2017Q3: 5,440 shares; 2017Q4: 3,735 shares; 2018Q1: 7,763 shares 7,763 $425K 0.03% +4,028 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,192 shares; 2017Q1: 5,612 shares; 2017Q2: 5,584 shares; 2017Q3: 5,802 shares; 2017Q4: 6,033 shares; 2018Q1: 5,915 shares 5,915 $424K 0.03% -118 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 20,645 shares; 2017Q1: 24,145 shares; 2017Q2: 24,145 shares; 2017Q3: 24,145 shares; 2017Q4: 19,145 shares; 2018Q1: 19,145 shares 19,145 $422K 0.03% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,659 shares; 2017Q4: 4,054 shares; 2018Q1: 3,494 shares 3,494 $414K 0.03% -560 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 28,592 shares; 2017Q1: 49,692 shares; 2017Q2: 46,892 shares; 2017Q3: 46,892 shares; 2017Q4: 28,592 shares; 2018Q1: 28,592 shares 28,592 $406K 0.02% 0 Timeline STERICYCLE INC STERICYCLE INC More: the full row for STERICYCLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 3,568 shares; 2017Q1: 5,123 shares; 2017Q2: 5,152 shares; 2017Q3: 5,267 shares; 2017Q4: 6,517 shares; 2018Q1: 6,912 shares 6,912 $405K 0.02% +395 XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 5,750 shares; 2017Q3: 5,750 shares; 2017Q4: 6,250 shares; 2018Q1: 9,900 shares 9,900 $396K 0.02% +3,650 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,840 shares; 2017Q1: 1,629 shares; 2017Q2: 1,562 shares; 2017Q3: 1,843 shares; 2017Q4: 1,818 shares; 2018Q1: 1,908 shares 1,908 $394K 0.02% +90 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,480 shares; 2017Q1: 1,878 shares; 2017Q2: 2,126 shares; 2017Q3: 2,216 shares; 2017Q4: 2,030 shares; 2018Q1: 1,632 shares 1,632 $394K 0.02% -398 Timeline TWENTY FIRST CENTY FOX INC TWENTY FIRST CENTY FOX INC More: the full row for TWENTY FIRST CENTY FOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,847 shares; 2017Q1: 10,587 shares; 2017Q2: 9,712 shares; 2017Q3: 8,272 shares; 2017Q4: 10,077 shares; 2018Q1: 10,602 shares 10,602 $389K 0.02% +525 ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 5,375 shares; 2018Q1: 5,925 shares 5,925 $388K 0.02% +550 CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 18,600 shares; 2017Q4: 20,383 shares; 2018Q1: 20,255 shares 20,255 $378K 0.02% -128 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 25,245 shares; 2017Q1: 24,015 shares; 2017Q2: 21,855 shares; 2017Q3: 10,410 shares; 2017Q4: 20,525 shares; 2018Q1: 13,530 shares 13,530 $377K 0.02% -6,995 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 2,969 shares; 2017Q2: 2,969 shares; 2017Q3: 2,969 shares; 2017Q4: 2,639 shares; 2018Q1: 2,639 shares 2,639 $377K 0.02% 0 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 21,280 shares; 2017Q3: 26,170 shares; 2017Q4: 8,985 shares; 2018Q1: 8,230 shares 8,230 $376K 0.02% -755 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,000 shares; 2017Q1: 6,000 shares; 2017Q2: 6,000 shares; 2017Q3: 6,000 shares; 2017Q4: 6,000 shares; 2018Q1: 6,191 shares 6,191 $374K 0.02% +191 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,467 shares; 2017Q1: 1,367 shares; 2017Q2: 1,467 shares; 2017Q3: 1,517 shares; 2017Q4: 1,547 shares; 2018Q1: 1,547 shares 1,547 $371K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 5,703 shares; 2017Q1: 5,798 shares; 2017Q2: 5,922 shares; 2017Q3: 5,771 shares; 2017Q4: 5,871 shares; 2018Q1: 5,561 shares 5,561 $346K 0.02% -310 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 14,031 shares; 2017Q2: 13,741 shares; 2017Q3: 13,741 shares; 2017Q4: 12,197 shares; 2018Q1: 12,197 shares 12,197 $344K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,211 shares; 2017Q1: 2,211 shares; 2017Q2: 2,323 shares; 2017Q3: 2,173 shares; 2017Q4: 2,173 shares; 2018Q1: 2,173 shares 2,173 $335K 0.02% 0 Timeline SHIRE PLC SHIRE PLC More: the full row for SHIRE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,271 shares; 2018Q1: 2,236 shares 2,236 $334K 0.02% -35 IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 2,192 shares; 2017Q2: 2,455 shares; 2017Q3: 2,192 shares; 2017Q4: 2,647 shares; 2018Q1: 2,647 shares 2,647 $325K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,322 shares; 2017Q4: 1,487 shares; 2018Q1: 1,487 shares 1,487 $325K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,903 shares; 2017Q4: 2,895 shares; 2018Q1: 3,395 shares 3,395 $315K 0.02% +500 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 3,575 shares; 2017Q4: 3,850 shares; 2018Q1: 4,075 shares 4,075 $313K 0.02% +225 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,165 shares 5,165 $308K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,668 shares; 2017Q1: 1,737 shares; 2017Q2: 1,737 shares; 2017Q3: 1,953 shares; 2017Q4: 1,953 shares; 2018Q1: 1,957 shares 1,957 $303K 0.02% +4 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,000 shares; 2018Q1: 10,000 shares 10,000 $293K 0.02% 0 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,110 shares; 2018Q1: 1,341 shares 1,341 $289K 0.02% +231 Phillips 66 Partners LP Phillips 66 Partners LP More: the full row for Phillips 66 Partners LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6,000 shares; 2018Q1: 6,000 shares 6,000 $287K 0.02% 0 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,429 shares; 2018Q1: 4,870 shares 4,870 $284K 0.02% +441 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,809 shares; 2017Q1: 2,809 shares; 2017Q2: 2,809 shares; 2017Q3: 2,809 shares; 2017Q4: 2,809 shares; 2018Q1: 2,820 shares 2,820 $279K 0.02% +11 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 8,820 shares 8,820 $278K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: 1,895 shares; 2017Q2: 2,378 shares; 2017Q3: 1,577 shares; 2017Q4: 1,882 shares; 2018Q1: 1,464 shares 1,464 $275K 0.02% -418 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 2,422 shares; 2017Q3: 2,922 shares; 2017Q4: 3,037 shares; 2018Q1: 2,922 shares 2,922 $273K 0.02% -115 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 8,650 shares; 2017Q1: 8,531 shares; 2017Q2: 11,171 shares; 2017Q3: 6,715 shares; 2017Q4: 6,245 shares; 2018Q1: 5,955 shares 5,955 $266K 0.02% -290 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,700 shares; 2017Q1: not reported; 2017Q2: 5,400 shares; 2017Q3: 5,400 shares; 2017Q4: 5,400 shares; 2018Q1: 5,400 shares 5,400 $266K 0.02% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 24,345 shares 24,345 $265K 0.02% new Timeline SHELL MIDSTREAM PARTNERS L P SHELL MIDSTREAM PARTNERS L P More: the full row for SHELL MIDSTREAM PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 9,600 shares; 2017Q3: 9,600 shares; 2017Q4: 12,600 shares; 2018Q1: 12,600 shares 12,600 $265K 0.02% 0 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 6,664 shares 6,664 $260K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,100 shares; 2017Q1: 3,987 shares; 2017Q2: 3,337 shares; 2017Q3: 2,875 shares; 2017Q4: 2,875 shares; 2018Q1: 2,896 shares 2,896 $260K 0.02% +21 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 1,430 shares; 2017Q4: 1,564 shares; 2018Q1: 1,564 shares 1,564 $256K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,162 shares; 2017Q1: 2,162 shares; 2017Q2: 2,162 shares; 2017Q3: 2,302 shares; 2017Q4: 2,162 shares; 2018Q1: 2,162 shares 2,162 $253K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 7,573 shares; 2017Q1: 7,510 shares; 2017Q2: 4,890 shares; 2017Q3: 4,284 shares; 2017Q4: 4,085 shares; 2018Q1: 4,195 shares 4,195 $249K 0.02% +110 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 3,455 shares; 2017Q3: 4,080 shares; 2017Q4: 4,800 shares; 2018Q1: 6,515 shares 6,515 $249K 0.02% +1,715 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 17,575 shares; 2017Q1: 17,575 shares; 2017Q2: 16,840 shares; 2017Q3: 25,983 shares; 2017Q4: 16,099 shares; 2018Q1: 21,904 shares 21,904 $243K 0.01% +5,805 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,883 shares 3,883 $243K 0.01% new Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,565 shares; 2018Q1: 4,565 shares 4,565 $243K 0.01% 0 Timeline DIEBOLD NXDF INC DIEBOLD NXDF INC More: the full row for DIEBOLD NXDF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 12,775 shares; 2017Q4: 14,785 shares; 2018Q1: 15,755 shares 15,755 $243K 0.01% +970 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,984 shares; 2017Q1: 1,776 shares; 2017Q2: 2,495 shares; 2017Q3: 2,749 shares; 2017Q4: 1,930 shares; 2018Q1: 1,706 shares 1,706 $237K 0.01% -224 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 7,500 shares 7,500 $236K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 2,333 shares; 2017Q1: 1,958 shares; 2017Q2: 1,726 shares; 2017Q3: 2,361 shares; 2017Q4: 1,633 shares; 2018Q1: 1,735 shares 1,735 $235K 0.01% +102 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 6,770 shares; 2017Q1: 6,770 shares; 2017Q2: 6,135 shares; 2017Q3: 6,135 shares; 2017Q4: 5,920 shares; 2018Q1: 5,920 shares 5,920 $232K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,623 shares; 2018Q1: 1,773 shares 1,773 $229K 0.01% +150 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,065 shares; 2017Q4: 2,065 shares; 2018Q1: 2,065 shares 2,065 $226K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: 1,147 shares; 2017Q3: 1,147 shares; 2017Q4: 1,018 shares; 2018Q1: 1,018 shares 1,018 $224K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 1,737 shares; 2017Q1: not reported; 2017Q2: 1,920 shares; 2017Q3: 1,612 shares; 2017Q4: 1,798 shares; 2018Q1: 1,838 shares 1,838 $224K 0.01% +40 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 4,651 shares 4,651 $218K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 553 shares; 2018Q1: 553 shares 553 $217K 0.01% 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 2,102 shares 2,102 $217K 0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,966 shares 3,966 $216K 0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 14,662 shares; 2017Q1: 13,038 shares; 2017Q2: 5,097 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 6,039 shares 6,039 $213K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,974 shares; 2018Q1: 1,951 shares 1,951 $209K 0.01% -1,023 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 7,749 shares; 2017Q4: not reported; 2018Q1: 4,698 shares 4,698 $209K 0.01% new 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 2,698 shares; 2018Q1: 2,447 shares 2,447 $208K 0.01% -251 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 853 shares; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 853 shares; 2017Q4: 820 shares; 2018Q1: 814 shares 814 $205K 0.01% -6 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 2,521 shares; 2017Q4: 2,546 shares; 2018Q1: 2,242 shares 2,242 $204K 0.01% -304 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; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 2,033 shares 2,033 $203K 0.01% new NUSTAR ENERGY LP NUSTAR ENERGY LP More: the full row for NUSTAR ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 9,820 shares; 2017Q1: 9,820 shares; 2017Q2: 9,820 shares; 2017Q3: 9,820 shares; 2017Q4: 9,820 shares; 2018Q1: 9,820 shares 9,820 $200K 0.01% 0 KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,188 shares; 2017Q1: 10,188 shares; 2017Q2: 10,188 shares; 2017Q3: 10,188 shares; 2017Q4: 10,188 shares; 2018Q1: 10,188 shares 10,188 $199K 0.01% 0 Timeline TIER REIT COM TIER REIT COM More: the full row for TIER REIT COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: not reported; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 10,000 shares; 2018Q1: 10,000 shares 10,000 $185K 0.01% 0