AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 38,970 shares; 2019Q4: 38,771 shares; 2020Q1: 37,865 shares; 2020Q2: 32,954 shares; 2020Q3: 111,460 shares 111,460 $12.9M 6.66% +78,506 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,987 shares; 2019Q4: 2,927 shares; 2020Q1: 2,897 shares; 2020Q2: 2,831 shares; 2020Q3: 2,901 shares 2,901 $9.13M 4.72% +70 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,004 shares; 2019Q4: 31,869 shares; 2020Q1: 30,814 shares; 2020Q2: 28,725 shares; 2020Q3: 28,620 shares 28,620 $6.02M 3.11% -105 Timeline Adverum Biotechnologies, In… Adverum Biotechnologies, Inc. More: the full row for Adverum Biotechnologies, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 480,000 shares; 2019Q4: 480,000 shares; 2020Q1: 480,000 shares; 2020Q2: 480,000 shares; 2020Q3: 480,000 shares 480,000 $4.94M 2.55% 0 HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,268 shares; 2019Q4: 16,543 shares; 2020Q1: 15,767 shares; 2020Q2: 15,984 shares; 2020Q3: 15,870 shares 15,870 $4.41M 2.27% -114 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,268 shares; 2019Q4: 37,064 shares; 2020Q1: 34,494 shares; 2020Q2: 24,371 shares; 2020Q3: 19,593 shares 19,593 $3.92M 2.02% -4,778 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,496 shares; 2019Q4: 7,006 shares; 2020Q1: 6,953 shares; 2020Q2: 6,856 shares; 2020Q3: 6,811 shares 6,811 $3.41M 1.76% -45 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,613 shares; 2019Q4: 4,644 shares; 2020Q1: 4,014 shares; 2020Q2: 2,551 shares; 2020Q3: 2,195 shares 2,195 $3.22M 1.66% -356 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,954 shares; 2019Q4: 8,953 shares; 2020Q1: 7,967 shares; 2020Q2: 6,924 shares; 2020Q3: 5,876 shares 5,876 $2.88M 1.49% -1,048 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,320 shares; 2019Q4: 20,320 shares; 2020Q1: 14,930 shares; 2020Q2: 20,179 shares; 2020Q3: 20,254 shares 20,254 $2.83M 1.46% +75 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,453 shares; 2019Q4: 2,472 shares; 2020Q1: 3,202 shares; 2020Q2: 3,584 shares; 2020Q3: 3,641 shares 3,641 $2.77M 1.43% +57 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 25,469 shares; 2019Q4: 14,437 shares; 2020Q1: 14,858 shares; 2020Q2: 15,052 shares; 2020Q3: 15,102 shares 15,102 $2.67M 1.38% +50 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,058 shares; 2019Q4: 21,943 shares; 2020Q1: 29,851 shares; 2020Q2: 29,851 shares; 2020Q3: 29,851 shares 29,851 $2.58M 1.33% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,465 shares; 2019Q4: 2,487 shares; 2020Q1: 2,330 shares; 2020Q2: 2,033 shares; 2020Q3: 1,691 shares 1,691 $2.48M 1.28% -342 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,794 shares; 2019Q4: 13,071 shares; 2020Q1: 12,272 shares; 2020Q2: 12,260 shares; 2020Q3: 12,365 shares 12,365 $2.39M 1.23% +105 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,257 shares; 2019Q4: 1,148 shares; 2020Q1: 4,586 shares; 2020Q2: 12,442 shares; 2020Q3: 13,056 shares 13,056 $2.13M 1.1% +614 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,135 shares; 2019Q4: 78,622 shares; 2020Q1: 54,394 shares; 2020Q2: 56,250 shares; 2020Q3: 45,891 shares 45,891 $2.12M 1.1% -10,359 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 35,360 shares; 2019Q4: 35,352 shares; 2020Q1: 34,124 shares; 2020Q2: 24,205 shares; 2020Q3: 21,159 shares 21,159 $2.04M 1.05% -3,046 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,199 shares; 2019Q4: 5,199 shares; 2020Q1: 4,938 shares; 2020Q2: 4,919 shares; 2020Q3: 4,597 shares 4,597 $2.03M 1.05% -322 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,263 shares; 2019Q4: 14,057 shares; 2020Q1: 14,057 shares; 2020Q2: 13,988 shares; 2020Q3: 13,988 shares 13,988 $1.9M 0.98% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,230 shares; 2019Q4: 5,425 shares; 2020Q1: 5,521 shares; 2020Q2: 5,390 shares; 2020Q3: 5,441 shares 5,441 $1.84M 0.95% +51 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,967 shares; 2019Q4: 4,315 shares; 2020Q1: 4,452 shares; 2020Q2: 4,643 shares; 2020Q3: 4,980 shares 4,980 $1.67M 0.86% +337 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,869 shares; 2019Q4: 7,487 shares; 2020Q1: 7,452 shares; 2020Q2: 6,997 shares; 2020Q3: 7,203 shares 7,203 $1.53M 0.79% +206 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,726 shares; 2019Q4: 13,753 shares; 2020Q1: 10,732 shares; 2020Q2: 9,298 shares; 2020Q3: 9,131 shares 9,131 $1.5M 0.78% -167 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,200 shares; 2019Q4: 9,668 shares; 2020Q1: 10,887 shares; 2020Q2: 11,479 shares; 2020Q3: 12,170 shares 12,170 $1.42M 0.73% +691 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,678 shares; 2019Q4: 5,683 shares; 2020Q1: 4,290 shares; 2020Q2: 4,320 shares; 2020Q3: 4,000 shares 4,000 $1.34M 0.69% -320 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,626 shares; 2019Q4: 14,934 shares; 2020Q1: 15,487 shares; 2020Q2: 15,697 shares; 2020Q3: 16,749 shares 16,749 $1.28M 0.66% +1,052 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,685 shares; 2019Q4: 18,466 shares; 2020Q1: 16,612 shares; 2020Q2: 16,190 shares; 2020Q3: 15,677 shares 15,677 $1.28M 0.66% -513 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,271 shares; 2019Q4: 24,821 shares; 2020Q1: 23,126 shares; 2020Q2: 24,266 shares; 2020Q3: 24,186 shares 24,186 $1.22M 0.63% -80 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,345 shares; 2019Q4: 16,170 shares; 2020Q1: 16,375 shares; 2020Q2: 14,900 shares; 2020Q3: 15,620 shares 15,620 $1.2M 0.62% +720 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,337 shares; 2019Q4: 11,742 shares; 2020Q1: 8,105 shares; 2020Q2: 7,903 shares; 2020Q3: 7,861 shares 7,861 $1.17M 0.6% -42 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,003 shares; 2019Q4: 9,724 shares; 2020Q1: 9,672 shares; 2020Q2: 9,317 shares; 2020Q3: 9,161 shares 9,161 $1.15M 0.59% -156 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,098 shares; 2019Q4: 11,179 shares; 2020Q1: 11,095 shares; 2020Q2: 8,355 shares; 2020Q3: 8,261 shares 8,261 $1.15M 0.59% -94 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,562 shares; 2019Q4: 2,562 shares; 2020Q1: 2,452 shares; 2020Q2: 3,098 shares; 2020Q3: 3,165 shares 3,165 $1.12M 0.58% +67 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,922 shares; 2019Q4: 2,980 shares; 2020Q1: 3,457 shares; 2020Q2: 3,802 shares; 2020Q3: 3,974 shares 3,974 $1.1M 0.57% +172 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,843 shares; 2019Q4: 8,770 shares; 2020Q1: 8,140 shares; 2020Q2: 7,840 shares; 2020Q3: 7,846 shares 7,846 $1.09M 0.56% +6 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,227 shares; 2019Q4: 6,223 shares; 2020Q1: 5,483 shares; 2020Q2: 4,419 shares; 2020Q3: 4,408 shares 4,408 $1.06M 0.55% -11 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,523 shares; 2019Q4: 5,623 shares; 2020Q1: 5,452 shares; 2020Q2: 5,507 shares; 2020Q3: 5,727 shares 5,727 $1.05M 0.54% +220 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,180 shares; 2019Q4: 4,084 shares; 2020Q1: 3,885 shares; 2020Q2: 4,036 shares; 2020Q3: 4,015 shares 4,015 $1.05M 0.54% -21 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,400 shares; 2019Q4: 13,461 shares; 2020Q1: 14,289 shares; 2020Q2: 14,619 shares; 2020Q3: 15,328 shares 15,328 $1.04M 0.54% +709 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,461 shares; 2019Q4: 6,461 shares; 2020Q1: 6,292 shares; 2020Q2: 6,218 shares; 2020Q3: 6,044 shares 6,044 $1M 0.52% -174 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,362 shares; 2019Q4: 5,449 shares; 2020Q1: 4,945 shares; 2020Q2: 6,046 shares; 2020Q3: 6,761 shares 6,761 $994K 0.51% +715 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,673 shares; 2019Q4: 6,874 shares; 2020Q1: 7,450 shares; 2020Q2: 7,783 shares; 2020Q3: 8,263 shares 8,263 $986K 0.51% +480 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,155 shares; 2019Q4: 3,266 shares; 2020Q1: 3,253 shares; 2020Q2: 3,109 shares; 2020Q3: 3,245 shares 3,245 $977K 0.5% +136 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,810 shares; 2019Q4: 4,809 shares; 2020Q1: 4,716 shares; 2020Q2: 3,988 shares; 2020Q3: 3,837 shares 3,837 $964K 0.5% -151 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,736 shares; 2019Q4: 13,083 shares; 2020Q1: 13,693 shares; 2020Q2: 12,760 shares; 2020Q3: 12,815 shares 12,815 $948K 0.49% +55 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,307 shares; 2019Q4: 7,307 shares; 2020Q1: 6,729 shares; 2020Q2: 7,527 shares; 2020Q3: 7,237 shares 7,237 $931K 0.48% -290 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 122 shares; 2019Q4: 122 shares; 2020Q1: 1,602 shares; 2020Q2: 12,996 shares; 2020Q3: 13,644 shares 13,644 $930K 0.48% +648 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,935 shares; 2019Q4: 6,074 shares; 2020Q1: 6,141 shares; 2020Q2: 8,128 shares; 2020Q3: 6,614 shares 6,614 $925K 0.48% -1,514 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,671 shares; 2019Q4: 1,696 shares; 2020Q1: 1,364 shares; 2020Q2: 1,322 shares; 2020Q3: 1,322 shares 1,322 $921K 0.48% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,324 shares; 2019Q4: 3,263 shares; 2020Q1: 3,007 shares; 2020Q2: 3,103 shares; 2020Q3: 2,948 shares 2,948 $919K 0.47% -155 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,669 shares; 2019Q4: 3,980 shares; 2020Q1: 3,570 shares; 2020Q2: 4,699 shares; 2020Q3: 4,563 shares 4,563 $899K 0.46% -136 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 22,420 shares; 2020Q3: 23,270 shares 23,270 $878K 0.45% +850 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,823 shares; 2019Q4: 17,052 shares; 2020Q1: 14,730 shares; 2020Q2: 16,312 shares; 2020Q3: 15,625 shares 15,625 $864K 0.45% -687 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 490 shares; 2020Q1: 430 shares; 2020Q2: 2,071 shares; 2020Q3: 2,067 shares 2,067 $855K 0.44% -4 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 20,443 shares; 2020Q2: 20,443 shares; 2020Q3: 25,015 shares 25,015 $849K 0.44% +4,572 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 41,936 shares; 2020Q2: 4,051 shares; 2020Q3: 41,426 shares 41,426 $842K 0.43% +37,375 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,123 shares; 2019Q4: 9,878 shares; 2020Q1: 8,873 shares; 2020Q2: 8,858 shares; 2020Q3: 8,816 shares 8,816 $815K 0.42% -42 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,805 shares; 2020Q3: 10,873 shares 10,873 $806K 0.42% +68 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares 40,000 $799K 0.41% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,241 shares; 2019Q4: 2,316 shares; 2020Q1: 2,451 shares; 2020Q2: 2,154 shares; 2020Q3: 2,214 shares 2,214 $798K 0.41% +60 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,881 shares; 2019Q4: 11,133 shares; 2020Q1: 9,951 shares; 2020Q2: 10,682 shares; 2020Q3: 9,843 shares 9,843 $794K 0.41% -839 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 30,785 shares; 2020Q3: 30,935 shares 30,935 $788K 0.41% +150 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,529 shares; 2019Q4: 2,614 shares; 2020Q1: 2,298 shares; 2020Q2: 3,299 shares; 2020Q3: 3,077 shares 3,077 $782K 0.4% -222 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 74,535 shares; 2020Q2: 22,992 shares; 2020Q3: 46,813 shares 46,813 $775K 0.4% +23,821 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,955 shares; 2019Q4: 2,107 shares; 2020Q1: 1,848 shares; 2020Q2: 2,113 shares; 2020Q3: 2,108 shares 2,108 $768K 0.4% -5 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,917 shares; 2019Q4: 4,128 shares; 2020Q1: 3,296 shares; 2020Q2: 2,780 shares; 2020Q3: 2,720 shares 2,720 $755K 0.39% -60 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,950 shares; 2019Q4: 2,953 shares; 2020Q1: 2,927 shares; 2020Q2: 3,003 shares; 2020Q3: 3,303 shares 3,303 $751K 0.39% +300 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,862 shares; 2019Q4: 2,262 shares; 2020Q1: 762 shares; 2020Q2: 762 shares; 2020Q3: 5,502 shares 5,502 $741K 0.38% +4,740 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,015 shares; 2019Q4: 2,079 shares; 2020Q1: 2,019 shares; 2020Q2: 1,873 shares; 2020Q3: 1,873 shares 1,873 $718K 0.37% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,093 shares; 2019Q4: 5,106 shares; 2020Q1: 5,008 shares; 2020Q2: 6,100 shares; 2020Q3: 6,094 shares 6,094 $718K 0.37% -6 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,053 shares; 2019Q4: 4,048 shares; 2020Q1: 3,648 shares; 2020Q2: 3,576 shares; 2020Q3: 3,567 shares 3,567 $713K 0.37% -9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,031 shares; 2019Q4: 4,792 shares; 2020Q1: 4,620 shares; 2020Q2: 4,716 shares; 2020Q3: 4,705 shares 4,705 $701K 0.36% -11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,538 shares; 2019Q4: 8,088 shares; 2020Q1: 14,520 shares; 2020Q2: 13,328 shares; 2020Q3: 13,498 shares 13,498 $699K 0.36% +170 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158 shares; 2019Q4: 233 shares; 2020Q1: 5,058 shares; 2020Q2: 4,990 shares; 2020Q3: 4,990 shares 4,990 $687K 0.35% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,524 shares; 2019Q4: 2,486 shares; 2020Q1: 2,311 shares; 2020Q2: 2,306 shares; 2020Q3: 2,231 shares 2,231 $686K 0.35% -75 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,620 shares; 2020Q3: 9,620 shares 9,620 $668K 0.34% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,518 shares; 2019Q4: 3,783 shares; 2020Q1: 3,093 shares; 2020Q2: 3,039 shares; 2020Q3: 3,024 shares 3,024 $664K 0.34% -15 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,690 shares; 2019Q4: 4,845 shares; 2020Q1: 5,065 shares; 2020Q2: 4,980 shares; 2020Q3: 4,890 shares 4,890 $662K 0.34% -90 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,089 shares; 2019Q4: 19,844 shares; 2020Q1: 17,850 shares; 2020Q2: 18,365 shares; 2020Q3: 17,988 shares 17,988 $660K 0.34% -377 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,078 shares; 2019Q4: 9,639 shares; 2020Q1: 10,199 shares; 2020Q2: 10,251 shares; 2020Q3: 10,274 shares 10,274 $655K 0.34% +23 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,217 shares; 2019Q4: 13,297 shares; 2020Q1: 9,893 shares; 2020Q2: 7,885 shares; 2020Q3: 7,875 shares 7,875 $654K 0.34% -10 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,110 shares; 2019Q4: 5,252 shares; 2020Q1: 6,133 shares; 2020Q2: 5,903 shares; 2020Q3: 6,758 shares 6,758 $640K 0.33% +855 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 29,700 shares; 2020Q3: 30,300 shares 30,300 $634K 0.33% +600 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,732 shares; 2019Q4: 9,733 shares; 2020Q1: 8,300 shares; 2020Q2: 8,435 shares; 2020Q3: 7,760 shares 7,760 $618K 0.32% -675 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,495 shares; 2019Q4: 18,495 shares; 2020Q1: 19,995 shares; 2020Q2: 22,535 shares; 2020Q3: 22,315 shares 22,315 $594K 0.31% -220 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,071 shares; 2019Q4: 9,993 shares; 2020Q1: 8,398 shares; 2020Q2: 10,732 shares; 2020Q3: 12,002 shares 12,002 $593K 0.31% +1,270 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,598 shares; 2019Q4: 4,457 shares; 2020Q1: 3,531 shares; 2020Q2: 3,531 shares; 2020Q3: 3,194 shares 3,194 $592K 0.31% -337 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 55,996 shares; 2019Q4: 56,060 shares; 2020Q1: 59,609 shares; 2020Q2: 9,670 shares; 2020Q3: 9,870 shares 9,870 $586K 0.3% +200 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,704 shares; 2019Q4: 12,529 shares; 2020Q1: 8,405 shares; 2020Q2: 6,255 shares; 2020Q3: 5,338 shares 5,338 $581K 0.3% -917 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,493 shares; 2019Q4: 9,676 shares; 2020Q1: 9,676 shares; 2020Q2: 7,345 shares; 2020Q3: 7,445 shares 7,445 $578K 0.3% +100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 12,357 shares; 2020Q3: 9,620 shares 9,620 $553K 0.29% -2,737 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,019 shares; 2020Q1: 4,362 shares; 2020Q2: 5,138 shares; 2020Q3: 7,543 shares 7,543 $550K 0.28% +2,405 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,794 shares; 2019Q4: 17,351 shares; 2020Q1: 15,000 shares; 2020Q2: 13,873 shares; 2020Q3: 13,812 shares 13,812 $544K 0.28% -61 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,147 shares; 2019Q4: 5,492 shares; 2020Q1: 4,265 shares; 2020Q2: 3,910 shares; 2020Q3: 3,810 shares 3,810 $544K 0.28% -100 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,166 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares 3,000 $513K 0.26% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 212 shares; 2019Q4: 212 shares; 2020Q1: 209 shares; 2020Q2: 238 shares; 2020Q3: 1,185 shares 1,185 $509K 0.26% +947 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,712 shares; 2019Q4: 19,827 shares; 2020Q1: 5,068 shares; 2020Q2: 4,349 shares; 2020Q3: 3,949 shares 3,949 $490K 0.25% -400 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 15,339 shares; 2020Q3: 12,259 shares 12,259 $480K 0.25% -3,080 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,345 shares; 2020Q3: 6,130 shares 6,130 $476K 0.25% +4,785 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,671 shares; 2019Q4: 3,672 shares; 2020Q1: 2,944 shares; 2020Q2: 3,688 shares; 2020Q3: 4,458 shares 4,458 $470K 0.24% +770 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,395 shares; 2019Q4: 5,971 shares; 2020Q1: 9,825 shares; 2020Q2: 12,799 shares; 2020Q3: 13,874 shares 13,874 $450K 0.23% +1,075 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,909 shares; 2019Q4: 2,763 shares; 2020Q1: 2,813 shares; 2020Q2: 3,598 shares; 2020Q3: 3,666 shares 3,666 $446K 0.23% +68 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,077 shares; 2019Q4: 3,907 shares; 2020Q1: 2,974 shares; 2020Q2: 3,308 shares; 2020Q3: 3,383 shares 3,383 $441K 0.23% +75 Timeline FVD 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,160 shares; 2019Q4: 11,710 shares; 2020Q1: 12,520 shares; 2020Q2: 14,530 shares; 2020Q3: 13,945 shares 13,945 $439K 0.23% -585 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,891 shares; 2019Q4: 3,358 shares; 2020Q1: 2,790 shares; 2020Q2: 2,628 shares; 2020Q3: 2,784 shares 2,784 $438K 0.23% +156 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 880 shares; 2020Q2: 31,132 shares; 2020Q3: 31,132 shares 31,132 $438K 0.23% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,580 shares; 2019Q4: 2,580 shares; 2020Q1: 5,525 shares; 2020Q2: 5,040 shares; 2020Q3: 7,332 shares 7,332 $436K 0.23% +2,292 Timeline GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,941 shares; 2019Q4: 5,853 shares; 2020Q1: 6,438 shares; 2020Q2: 6,348 shares; 2020Q3: 6,748 shares 6,748 $436K 0.23% +400 PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,435 shares; 2019Q4: 3,061 shares; 2020Q1: 1,936 shares; 2020Q2: 2,210 shares; 2020Q3: 2,197 shares 2,197 $433K 0.22% -13 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,145 shares; 2019Q4: 24,145 shares; 2020Q1: 24,145 shares; 2020Q2: 24,145 shares; 2020Q3: 24,145 shares 24,145 $427K 0.22% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,736 shares; 2020Q3: 7,736 shares 7,736 $424K 0.22% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,908 shares; 2019Q4: 2,793 shares; 2020Q1: 2,635 shares; 2020Q2: 2,943 shares; 2020Q3: 2,802 shares 2,802 $420K 0.22% -141 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,990 shares; 2019Q4: 3,003 shares; 2020Q1: 3,749 shares; 2020Q2: 4,573 shares; 2020Q3: 4,563 shares 4,563 $419K 0.22% -10 AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares; 2020Q3: 8,000 shares 8,000 $417K 0.22% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,157 shares; 2019Q4: 6,157 shares; 2020Q1: 5,127 shares; 2020Q2: 5,317 shares; 2020Q3: 5,022 shares 5,022 $406K 0.21% -295 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,545 shares; 2019Q4: 3,801 shares; 2020Q1: 5,480 shares; 2020Q2: 7,472 shares; 2020Q3: 7,374 shares 7,374 $396K 0.2% -98 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,643 shares; 2019Q4: 5,520 shares; 2020Q1: 5,027 shares; 2020Q2: 4,958 shares; 2020Q3: 4,953 shares 4,953 $395K 0.2% -5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,127 shares; 2019Q4: 1,127 shares; 2020Q1: 1,042 shares; 2020Q2: 1,112 shares; 2020Q3: 1,417 shares 1,417 $394K 0.2% +305 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,747 shares; 2019Q4: 3,917 shares; 2020Q1: 3,854 shares; 2020Q2: 4,578 shares; 2020Q3: 4,580 shares 4,580 $394K 0.2% +2 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,398 shares; 2019Q4: 3,608 shares; 2020Q1: 2,964 shares; 2020Q2: 2,481 shares; 2020Q3: 2,369 shares 2,369 $394K 0.2% -112 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,627 shares; 2019Q4: 18,521 shares; 2020Q1: 12,300 shares; 2020Q2: 13,639 shares; 2020Q3: 13,766 shares 13,766 $392K 0.2% +127 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 437 shares; 2019Q4: 437 shares; 2020Q1: 659 shares; 2020Q2: 844 shares; 2020Q3: 1,156 shares 1,156 $392K 0.2% +312 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,903 shares; 2019Q4: 4,078 shares; 2020Q1: 3,948 shares; 2020Q2: 3,089 shares; 2020Q3: 3,419 shares 3,419 $387K 0.2% +330 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,050 shares; 2019Q4: 8,161 shares; 2020Q1: 8,063 shares; 2020Q2: 7,344 shares; 2020Q3: 7,244 shares 7,244 $383K 0.2% -100 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,533 shares; 2019Q4: 8,363 shares; 2020Q1: 8,363 shares; 2020Q2: 7,255 shares; 2020Q3: 7,255 shares 7,255 $377K 0.19% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,066 shares; 2019Q4: 2,066 shares; 2020Q1: 1,893 shares; 2020Q2: 2,110 shares; 2020Q3: 2,180 shares 2,180 $371K 0.19% +70 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,873 shares; 2019Q4: 11,923 shares; 2020Q1: 11,996 shares; 2020Q2: 12,058 shares; 2020Q3: 12,113 shares 12,113 $366K 0.19% +55 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150 shares; 2019Q4: 2,010 shares; 2020Q1: 4,238 shares; 2020Q2: 5,116 shares; 2020Q3: 7,460 shares 7,460 $365K 0.19% +2,344 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,109 shares; 2019Q4: 4,009 shares; 2020Q1: 3,304 shares; 2020Q2: 3,293 shares; 2020Q3: 3,114 shares 3,114 $364K 0.19% -179 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,801 shares; 2019Q4: 1,901 shares; 2020Q1: 1,202 shares; 2020Q2: 1,207 shares; 2020Q3: 1,207 shares 1,207 $360K 0.19% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,554 shares; 2019Q4: 3,546 shares; 2020Q1: 2,776 shares; 2020Q2: 2,321 shares; 2020Q3: 2,250 shares 2,250 $360K 0.19% -71 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 7,004 shares; 2020Q3: 7,007 shares 7,007 $356K 0.18% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,436 shares; 2019Q4: 6,921 shares; 2020Q1: 5,761 shares; 2020Q2: 5,508 shares; 2020Q3: 4,990 shares 4,990 $350K 0.18% -518 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,960 shares; 2019Q4: 6,960 shares; 2020Q1: 6,530 shares; 2020Q2: 6,530 shares; 2020Q3: 6,230 shares 6,230 $348K 0.18% -300 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,176 shares; 2019Q4: 7,227 shares; 2020Q1: 5,538 shares; 2020Q2: 5,553 shares; 2020Q3: 5,788 shares 5,788 $344K 0.18% +235 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,690 shares; 2019Q4: 3,020 shares; 2020Q1: 4,830 shares; 2020Q2: 6,245 shares; 2020Q3: 6,245 shares 6,245 $341K 0.18% 0 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,720 shares; 2019Q4: 4,750 shares; 2020Q1: 6,775 shares; 2020Q2: 7,415 shares; 2020Q3: 9,135 shares 9,135 $339K 0.17% +1,720 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,662 shares; 2019Q4: 1,662 shares; 2020Q1: 1,679 shares; 2020Q2: 1,573 shares; 2020Q3: 1,567 shares 1,567 $337K 0.17% -6 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,210 shares 8,210 $337K 0.17% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,697 shares; 2019Q4: 5,231 shares; 2020Q1: 4,126 shares; 2020Q2: 3,732 shares; 2020Q3: 3,742 shares 3,742 $328K 0.17% +10 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,757 shares; 2019Q4: 15,547 shares; 2020Q1: 12,016 shares; 2020Q2: 10,744 shares; 2020Q3: 10,719 shares 10,719 $327K 0.17% -25 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 93 shares; 2019Q4: 93 shares; 2020Q1: 568 shares; 2020Q2: 4,720 shares; 2020Q3: 6,265 shares 6,265 $324K 0.17% +1,545 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,456 shares; 2019Q4: 4,786 shares; 2020Q1: 3,812 shares; 2020Q2: 4,618 shares; 2020Q3: 4,928 shares 4,928 $323K 0.17% +310 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,165 shares; 2019Q4: 7,965 shares; 2020Q1: 6,021 shares; 2020Q2: 6,130 shares; 2020Q3: 6,130 shares 6,130 $320K 0.17% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,625 shares; 2019Q4: 3,542 shares; 2020Q1: 3,744 shares; 2020Q2: 4,667 shares; 2020Q3: 6,329 shares 6,329 $315K 0.16% +1,662 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,718 shares; 2019Q4: 4,362 shares; 2020Q1: 2,968 shares; 2020Q2: 5,235 shares; 2020Q3: 5,260 shares 5,260 $307K 0.16% +25 Timeline INPHI CORP INPHI CORP More: the full row for INPHI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,685 shares 2,685 $301K 0.16% new ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,038 shares; 2019Q4: 4,038 shares; 2020Q1: 3,948 shares; 2020Q2: 3,948 shares; 2020Q3: 3,948 shares 3,948 $298K 0.15% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,704 shares; 2019Q4: 1,704 shares; 2020Q1: 1,374 shares; 2020Q2: 947 shares; 2020Q3: 1,747 shares 1,747 $297K 0.15% +800 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,560 shares 3,560 $291K 0.15% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,499 shares; 2020Q1: 8,555 shares; 2020Q2: 4,504 shares; 2020Q3: 4,504 shares 4,504 $289K 0.15% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,480 shares; 2019Q4: 35,237 shares; 2020Q1: 19,940 shares; 2020Q2: 3,377 shares; 2020Q3: 3,627 shares 3,627 $286K 0.15% +250 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,772 shares; 2019Q4: 1,738 shares; 2020Q1: 1,715 shares; 2020Q2: 1,201 shares; 2020Q3: 1,193 shares 1,193 $284K 0.15% -8 PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,553 shares; 2019Q4: 12,075 shares; 2020Q1: 12,098 shares; 2020Q2: 9,127 shares; 2020Q3: 9,301 shares 9,301 $282K 0.15% +174 Timeline GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,550 shares; 2019Q4: 2,595 shares; 2020Q1: 3,205 shares; 2020Q2: 2,780 shares; 2020Q3: 3,365 shares 3,365 $278K 0.14% +585 EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,792 shares; 2019Q4: 700 shares; 2020Q1: 5,579 shares; 2020Q2: 1,647 shares; 2020Q3: 1,647 shares 1,647 $273K 0.14% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,204 shares; 2019Q4: 15,204 shares; 2020Q1: 7,549 shares; 2020Q2: 7,549 shares; 2020Q3: 6,549 shares 6,549 $268K 0.14% -1,000 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,003 shares; 2019Q4: 3,003 shares; 2020Q1: 1,562 shares; 2020Q2: 1,562 shares; 2020Q3: 1,482 shares 1,482 $261K 0.13% -80 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,034 shares; 2019Q4: 8,247 shares; 2020Q1: 9,715 shares; 2020Q2: 6,677 shares; 2020Q3: 7,435 shares 7,435 $258K 0.13% +758 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,265 shares; 2019Q4: 3,265 shares; 2020Q1: 2,763 shares; 2020Q2: 2,350 shares; 2020Q3: 2,350 shares 2,350 $257K 0.13% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,214 shares; 2019Q4: 1,239 shares; 2020Q1: 1,023 shares; 2020Q2: 1,403 shares; 2020Q3: 1,203 shares 1,203 $257K 0.13% -200 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 826 shares; 2019Q4: 827 shares; 2020Q1: 697 shares; 2020Q2: 1,161 shares; 2020Q3: 1,157 shares 1,157 $256K 0.13% -4 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 2,618 shares; 2020Q1: 1,866 shares; 2020Q2: 2,581 shares; 2020Q3: 2,681 shares 2,681 $255K 0.13% +100 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,395 shares; 2019Q4: 14,395 shares; 2020Q1: 9,245 shares; 2020Q2: 9,245 shares; 2020Q3: 8,035 shares 8,035 $252K 0.13% -1,210 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,626 shares; 2019Q4: 1,587 shares; 2020Q1: 1,587 shares; 2020Q2: 1,589 shares; 2020Q3: 1,589 shares 1,589 $247K 0.13% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,168 shares; 2020Q3: 1,168 shares 1,168 $241K 0.12% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,700 shares; 2019Q4: 13,700 shares; 2020Q1: 13,700 shares; 2020Q2: 13,700 shares; 2020Q3: 9,260 shares 9,260 $240K 0.12% -4,440 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 420 shares; 2020Q1: 620 shares; 2020Q2: 620 shares; 2020Q3: 5,565 shares 5,565 $239K 0.12% +4,945 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,321 shares; 2019Q4: 3,322 shares; 2020Q1: 3,060 shares; 2020Q2: 3,027 shares; 2020Q3: 3,028 shares 3,028 $233K 0.12% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,679 shares; 2019Q4: 8,794 shares; 2020Q1: 7,594 shares; 2020Q2: 6,356 shares; 2020Q3: 6,356 shares 6,356 $228K 0.12% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 445 shares; 2020Q2: 3,760 shares; 2020Q3: 3,760 shares 3,760 $227K 0.12% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 560 shares; 2019Q4: 616 shares; 2020Q1: 447 shares; 2020Q2: 421 shares; 2020Q3: 400 shares 400 $225K 0.12% -21 FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,279 shares; 2019Q4: 969 shares; 2020Q1: 479 shares; 2020Q2: 1,479 shares; 2020Q3: 882 shares 882 $222K 0.11% -597 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 528 shares; 2020Q1: 1,255 shares; 2020Q2: 3,472 shares; 2020Q3: 3,476 shares 3,476 $219K 0.11% +4 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,126 shares; 2019Q4: 4,463 shares; 2020Q1: 4,470 shares; 2020Q2: 4,309 shares; 2020Q3: 4,416 shares 4,416 $219K 0.11% +107 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,301 shares; 2020Q3: 3,881 shares 3,881 $215K 0.11% +580 WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 806 shares; 2019Q4: 804 shares; 2020Q1: 811 shares; 2020Q2: 916 shares; 2020Q3: 911 shares 911 $212K 0.11% -5 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 533 shares; 2020Q1: 572 shares; 2020Q2: 393 shares; 2020Q3: 386 shares 386 $209K 0.11% -7 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,530 shares; 2020Q1: 2,960 shares; 2020Q2: 2,989 shares; 2020Q3: 2,974 shares 2,974 $208K 0.11% -15 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,632 shares; 2019Q4: 2,632 shares; 2020Q1: 2,573 shares; 2020Q2: 2,528 shares; 2020Q3: 2,528 shares 2,528 $204K 0.11% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 4,003 shares; 2020Q3: 4,004 shares 4,004 $204K 0.11% +1 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,005 shares; 2019Q4: 1,005 shares; 2020Q1: 1,005 shares; 2020Q2: 880 shares; 2020Q3: 1,512 shares 1,512 $204K 0.11% +632 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 226 shares; 2019Q4: 207 shares; 2020Q1: 117 shares; 2020Q2: 117 shares; 2020Q3: 117 shares 117 $201K 0.1% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,066 shares; 2019Q4: 1,065 shares; 2020Q1: 972 shares; 2020Q2: 881 shares; 2020Q3: 873 shares 873 $197K 0.1% -8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,049 shares; 2019Q4: 3,062 shares; 2020Q1: 2,791 shares; 2020Q2: 2,595 shares; 2020Q3: 2,611 shares 2,611 $196K 0.1% +16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 314 shares; 2020Q2: 2,411 shares; 2020Q3: 3,146 shares 3,146 $195K 0.1% +735 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,006 shares; 2019Q4: 1,126 shares; 2020Q1: 1,083 shares; 2020Q2: 663 shares; 2020Q3: 663 shares 663 $192K 0.1% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,044 shares; 2019Q4: 1,044 shares; 2020Q1: 1,493 shares; 2020Q2: 1,463 shares; 2020Q3: 1,453 shares 1,453 $192K 0.1% -10 Timeline 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,842 shares; 2019Q4: 2,827 shares; 2020Q1: 3,222 shares; 2020Q2: 3,197 shares; 2020Q3: 3,187 shares 3,187 $191K 0.1% -10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,028 shares; 2019Q4: 11,028 shares; 2020Q1: 5,862 shares; 2020Q2: 5,299 shares; 2020Q3: 4,299 shares 4,299 $186K 0.1% -1,000 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,306 shares; 2019Q4: 6,870 shares; 2020Q1: 2,896 shares; 2020Q2: 2,842 shares; 2020Q3: 2,567 shares 2,567 $185K 0.1% -275 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 963 shares; 2019Q4: 1,263 shares; 2020Q1: 1,012 shares; 2020Q2: 848 shares; 2020Q3: 843 shares 843 $184K 0.09% -5 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,316 shares; 2019Q4: 2,491 shares; 2020Q1: 3,124 shares; 2020Q2: 3,015 shares; 2020Q3: 2,996 shares 2,996 $181K 0.09% -19 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,600 shares; 2019Q4: 800 shares; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares 800 $181K 0.09% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,255 shares; 2019Q4: 2,256 shares; 2020Q1: 2,694 shares; 2020Q2: 3,134 shares; 2020Q3: 3,119 shares 3,119 $179K 0.09% -15 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,275 shares; 2019Q4: 22,381 shares; 2020Q1: 856 shares; 2020Q2: 905 shares; 2020Q3: 1,405 shares 1,405 $178K 0.09% +500 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,080 shares; 2020Q1: 3,465 shares; 2020Q2: 4,475 shares; 2020Q3: 4,775 shares 4,775 $174K 0.09% +300 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,230 shares; 2019Q4: 2,230 shares; 2020Q1: 1,770 shares; 2020Q2: 1,818 shares; 2020Q3: 1,818 shares 1,818 $171K 0.09% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,575 shares; 2020Q2: 7,323 shares; 2020Q3: 7,273 shares 7,273 $170K 0.09% -50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,663 shares; 2019Q4: 3,540 shares; 2020Q1: 1,140 shares; 2020Q2: 1,058 shares; 2020Q3: 1,005 shares 1,005 $167K 0.09% -53 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,544 shares; 2019Q4: 2,847 shares; 2020Q1: 1,491 shares; 2020Q2: 1,131 shares; 2020Q3: 882 shares 882 $167K 0.09% -249 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,899 shares; 2019Q4: 6,918 shares; 2020Q1: 4,805 shares; 2020Q2: 3,915 shares; 2020Q3: 3,837 shares 3,837 $166K 0.09% -78 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 608 shares; 2019Q4: 473 shares; 2020Q1: 530 shares; 2020Q2: 776 shares; 2020Q3: 776 shares 776 $163K 0.08% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 202 shares; 2019Q4: 189 shares; 2020Q1: 1,126 shares; 2020Q2: 1,293 shares; 2020Q3: 1,293 shares 1,293 $161K 0.08% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,112 shares; 2019Q4: 4,112 shares; 2020Q1: 4,112 shares; 2020Q2: 4,552 shares; 2020Q3: 4,552 shares 4,552 $161K 0.08% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 870 shares; 2019Q4: 870 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 703 shares 703 $160K 0.08% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,936 shares; 2019Q4: 1,936 shares; 2020Q1: 1,595 shares; 2020Q2: 1,144 shares; 2020Q3: 1,144 shares 1,144 $159K 0.08% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,655 shares; 2020Q3: 6,440 shares 6,440 $159K 0.08% +1,785 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,378 shares; 2019Q4: 1,247 shares; 2020Q1: 2,322 shares; 2020Q2: 2,728 shares; 2020Q3: 2,724 shares 2,724 $157K 0.08% -4 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,618 shares; 2019Q4: 1,618 shares; 2020Q1: 1,618 shares; 2020Q2: 1,490 shares; 2020Q3: 1,360 shares 1,360 $154K 0.08% -130 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 775 shares; 2019Q4: 804 shares; 2020Q1: 838 shares; 2020Q2: 1,168 shares; 2020Q3: 1,112 shares 1,112 $154K 0.08% -56 Timeline 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 84 shares; 2019Q4: 19,374 shares; 2020Q1: 4,584 shares; 2020Q2: 3,000 shares; 2020Q3: 2,023 shares 2,023 $153K 0.08% -977 Timeline MAXIM INTEGRATED PRODS INC MAXIM INTEGRATED PRODS INC More: the full row for MAXIM INTEGRATED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,367 shares; 2019Q4: 2,617 shares; 2020Q1: 2,573 shares; 2020Q2: 2,459 shares; 2020Q3: 2,265 shares 2,265 $153K 0.08% -194 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 821 shares; 2020Q1: 921 shares; 2020Q2: 890 shares; 2020Q3: 885 shares 885 $148K 0.08% -5 Timeline J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,970 shares; 2019Q4: 3,490 shares; 2020Q1: 3,910 shares; 2020Q2: 4,705 shares; 2020Q3: 5,045 shares 5,045 $148K 0.08% +340 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 609 shares; 2019Q4: 609 shares; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares 600 $147K 0.08% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,087 shares; 2019Q4: 1,287 shares; 2020Q1: 1,211 shares; 2020Q2: 1,203 shares; 2020Q3: 1,203 shares 1,203 $147K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 271 shares; 2019Q4: 1,171 shares; 2020Q1: 991 shares; 2020Q2: 550 shares; 2020Q3: 450 shares 450 $146K 0.08% -100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 382 shares; 2019Q4: 467 shares; 2020Q1: 492 shares; 2020Q2: 290 shares; 2020Q3: 310 shares 310 $143K 0.07% +20 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,363 shares; 2019Q4: 1,362 shares; 2020Q1: 1,110 shares; 2020Q2: 958 shares; 2020Q3: 949 shares 949 $141K 0.07% -9 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,653 shares; 2019Q4: 5,413 shares; 2020Q1: 2,881 shares; 2020Q2: 3,986 shares; 2020Q3: 4,102 shares 4,102 $141K 0.07% +116 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,680 shares; 2019Q4: 2,464 shares; 2020Q1: 1,767 shares; 2020Q2: 3,580 shares; 2020Q3: 3,560 shares 3,560 $138K 0.07% -20 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 61 shares; 2019Q4: 64 shares; 2020Q1: 61 shares; 2020Q2: 450 shares; 2020Q3: 510 shares 510 $137K 0.07% +60 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 845 shares; 2020Q2: 2,227 shares; 2020Q3: 2,222 shares 2,222 $136K 0.07% -5 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,519 shares; 2019Q4: 1,519 shares; 2020Q1: 1,126 shares; 2020Q2: 1,944 shares; 2020Q3: 1,944 shares 1,944 $136K 0.07% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,595 shares; 2019Q4: 2,595 shares; 2020Q1: 2,595 shares; 2020Q2: 2,605 shares; 2020Q3: 3,505 shares 3,505 $136K 0.07% +900 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,711 shares; 2019Q4: 1,711 shares; 2020Q1: 3,515 shares; 2020Q2: 3,465 shares; 2020Q3: 3,465 shares 3,465 $134K 0.07% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 356 shares; 2019Q4: 423 shares; 2020Q1: 650 shares; 2020Q2: 741 shares; 2020Q3: 666 shares 666 $133K 0.07% -75 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 450 shares; 2020Q2: 1,005 shares; 2020Q3: 1,130 shares 1,130 $133K 0.07% +125 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 365 shares; 2019Q4: 405 shares; 2020Q1: not reported; 2020Q2: 1,810 shares; 2020Q3: 1,810 shares 1,810 $133K 0.07% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,846 shares; 2019Q4: 1,895 shares; 2020Q1: 364 shares; 2020Q2: 1,488 shares; 2020Q3: 1,488 shares 1,488 $132K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,172 shares; 2019Q4: 1,172 shares; 2020Q1: 697 shares; 2020Q2: 680 shares; 2020Q3: 635 shares 635 $132K 0.07% -45 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,000 shares 4,000 $131K 0.07% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,135 shares; 2019Q4: 2,268 shares; 2020Q1: 930 shares; 2020Q2: 31,015 shares; 2020Q3: 7,435 shares 7,435 $130K 0.07% -23,580 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 199 shares; 2019Q4: 199 shares; 2020Q1: 184 shares; 2020Q2: 833 shares; 2020Q3: 833 shares 833 $130K 0.07% 0 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,775 shares; 2020Q3: 12,375 shares 12,375 $128K 0.07% +1,600 AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,000 shares; 2019Q4: 9,000 shares; 2020Q1: 8,631 shares; 2020Q2: 5,600 shares; 2020Q3: 4,300 shares 4,300 $127K 0.07% -1,300 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,299 shares; 2019Q4: 2,299 shares; 2020Q1: 1,839 shares; 2020Q2: 1,249 shares; 2020Q3: 1,249 shares 1,249 $126K 0.07% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,920 shares; 2019Q4: 4,720 shares; 2020Q1: 866 shares; 2020Q2: 860 shares; 2020Q3: 860 shares 860 $125K 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,032 shares; 2019Q4: 1,297 shares; 2020Q1: 1,297 shares; 2020Q2: 1,204 shares; 2020Q3: 1,204 shares 1,204 $123K 0.06% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121 shares; 2019Q4: 121 shares; 2020Q1: 317 shares; 2020Q2: 633 shares; 2020Q3: 693 shares 693 $123K 0.06% +60 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,220 shares; 2020Q3: 2,730 shares 2,730 $122K 0.06% +510 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,748 shares; 2019Q4: 1,878 shares; 2020Q1: 1,984 shares; 2020Q2: 1,289 shares; 2020Q3: 1,289 shares 1,289 $118K 0.06% 0 Timeline J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,469 shares; 2019Q4: 6,057 shares; 2020Q1: 6,073 shares; 2020Q2: 5,562 shares; 2020Q3: 5,080 shares 5,080 $118K 0.06% -482 XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,729 shares; 2019Q4: 1,729 shares; 2020Q1: 1,729 shares; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares 1,120 $117K 0.06% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 830 shares; 2019Q4: 830 shares; 2020Q1: 782 shares; 2020Q2: 2,089 shares; 2020Q3: 2,089 shares 2,089 $116K 0.06% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,857 shares; 2019Q4: 5,637 shares; 2020Q1: 6,473 shares; 2020Q2: 8,163 shares; 2020Q3: 8,138 shares 8,138 $113K 0.06% -25 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,343 shares; 2019Q4: 2,343 shares; 2020Q1: 1,138 shares; 2020Q2: 2,090 shares; 2020Q3: 2,300 shares 2,300 $113K 0.06% +210 PHYSICIANS REALTY TRUST PHYSICIANS REALTY TRUST More: the full row for PHYSICIANS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,355 shares; 2020Q2: 6,280 shares; 2020Q3: 6,255 shares 6,255 $112K 0.06% -25 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,521 shares; 2019Q4: 221 shares; 2020Q1: 333 shares; 2020Q2: 442 shares; 2020Q3: 350 shares 350 $110K 0.06% -92 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 242 shares; 2020Q1: 271 shares; 2020Q2: 455 shares; 2020Q3: 504 shares 504 $108K 0.06% +49 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,004 shares; 2019Q4: 2,405 shares; 2020Q1: 2,405 shares; 2020Q2: 1,355 shares; 2020Q3: 1,355 shares 1,355 $108K 0.06% 0 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 625 shares; 2019Q4: 325 shares; 2020Q1: 295 shares; 2020Q2: 1,050 shares; 2020Q3: 1,210 shares 1,210 $107K 0.06% +160 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,810 shares; 2019Q4: 3,075 shares; 2020Q1: 1,225 shares; 2020Q2: 1,225 shares; 2020Q3: 1,225 shares 1,225 $107K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 905 shares; 2019Q4: 1,040 shares; 2020Q1: 1,195 shares; 2020Q2: 1,004 shares; 2020Q3: 1,004 shares 1,004 $105K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,136 shares; 2019Q4: 1,132 shares; 2020Q1: 597 shares; 2020Q2: 553 shares; 2020Q3: 702 shares 702 $104K 0.05% +149 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 397 shares; 2019Q4: 397 shares; 2020Q1: 462 shares; 2020Q2: 981 shares; 2020Q3: 981 shares 981 $104K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,542 shares; 2019Q4: 12,772 shares; 2020Q1: 8,857 shares; 2020Q2: 8,472 shares; 2020Q3: 8,447 shares 8,447 $104K 0.05% -25 Timeline DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 167 shares; 2019Q4: 8,685 shares; 2020Q1: 9,693 shares; 2020Q2: 6,717 shares; 2020Q3: 4,717 shares 4,717 $103K 0.05% -2,000 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,931 shares; 2019Q4: 10,064 shares; 2020Q1: 2,926 shares; 2020Q2: 5,935 shares; 2020Q3: 5,338 shares 5,338 $101K 0.05% -597 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,335 shares; 2019Q4: 6,225 shares; 2020Q1: 6,801 shares; 2020Q2: 6,751 shares; 2020Q3: 6,726 shares 6,726 $100K 0.05% -25 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 869 shares; 2020Q2: 869 shares; 2020Q3: 644 shares 644 $99K 0.05% -225 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,319 shares; 2020Q1: 1,820 shares; 2020Q2: 1,645 shares; 2020Q3: 1,645 shares 1,645 $98K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 147 shares; 2019Q4: 147 shares; 2020Q1: 58 shares; 2020Q2: 336 shares; 2020Q3: 441 shares 441 $94K 0.05% +105 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,292 shares; 2019Q4: 2,779 shares; 2020Q1: 2,699 shares; 2020Q2: 2,485 shares; 2020Q3: 2,444 shares 2,444 $93K 0.05% -41 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,430 shares 1,430 $92K 0.05% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 1,788 shares; 2020Q2: 3,165 shares; 2020Q3: 3,145 shares 3,145 $90K 0.05% -20 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 385 shares; 2019Q4: 475 shares; 2020Q1: 90 shares; 2020Q2: 540 shares; 2020Q3: 540 shares 540 $90K 0.05% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,189 shares; 2019Q4: 3,217 shares; 2020Q1: 3,246 shares; 2020Q2: 3,286 shares; 2020Q3: 2,697 shares 2,697 $89K 0.05% -589 Timeline CHORD ENERGY CORPORATION CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 80,000 shares; 2019Q4: 80,000 shares; 2020Q1: 80,000 shares; 2020Q2: 80,000 shares; 2020Q3: 80,000 shares 80,000 $89K 0.05% 0 HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,345 shares 2,345 $88K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,662 shares; 2019Q4: 4,737 shares; 2020Q1: 3,753 shares; 2020Q2: 3,618 shares; 2020Q3: 3,618 shares 3,618 $87K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,642 shares; 2019Q4: 1,642 shares; 2020Q1: 872 shares; 2020Q2: 754 shares; 2020Q3: 754 shares 754 $86K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,272 shares; 2019Q4: 1,582 shares; 2020Q1: 513 shares; 2020Q2: 1,089 shares; 2020Q3: 1,089 shares 1,089 $86K 0.04% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 102 shares; 2019Q4: 110 shares; 2020Q1: 160 shares; 2020Q2: 172 shares; 2020Q3: 173 shares 173 $84K 0.04% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 323 shares; 2019Q4: 268 shares; 2020Q1: 236 shares; 2020Q2: 530 shares; 2020Q3: 845 shares 845 $81K 0.04% +315 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 456 shares; 2019Q4: 696 shares; 2020Q1: 696 shares; 2020Q2: 696 shares; 2020Q3: 696 shares 696 $81K 0.04% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,856 shares; 2019Q4: 4,676 shares; 2020Q1: 3,662 shares; 2020Q2: 3,300 shares; 2020Q3: 3,300 shares 3,300 $79K 0.04% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 51 shares; 2020Q2: 115 shares; 2020Q3: 125 shares 125 $78K 0.04% +10 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 482 shares; 2019Q4: 482 shares; 2020Q1: 732 shares; 2020Q2: 1,232 shares; 2020Q3: 1,232 shares 1,232 $78K 0.04% 0 Timeline SWITCH INC SWITCH INC More: the full row for SWITCH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,500 shares; 2020Q2: 4,430 shares; 2020Q3: 4,985 shares 4,985 $78K 0.04% +555 IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 258 shares; 2020Q2: 258 shares; 2020Q3: 258 shares 258 $77K 0.04% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,626 shares; 2019Q4: 2,501 shares; 2020Q1: 835 shares; 2020Q2: 727 shares; 2020Q3: 727 shares 727 $75K 0.04% 0 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,016 shares; 2019Q4: 3,016 shares; 2020Q1: 3,016 shares; 2020Q2: 3,016 shares; 2020Q3: 3,016 shares 3,016 $75K 0.04% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,464 shares; 2019Q4: 1,464 shares; 2020Q1: 798 shares; 2020Q2: 747 shares; 2020Q3: 739 shares 739 $74K 0.04% -8 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,705 shares; 2019Q4: 5,980 shares; 2020Q1: 1,065 shares; 2020Q2: 1,065 shares; 2020Q3: 815 shares 815 $74K 0.04% -250 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,859 shares; 2019Q4: 5,133 shares; 2020Q1: 2,543 shares; 2020Q2: 3,193 shares; 2020Q3: 2,454 shares 2,454 $73K 0.04% -739 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,085 shares; 2020Q3: 335 shares 335 $73K 0.04% -1,750 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,399 shares; 2019Q4: 2,393 shares; 2020Q1: 2,355 shares; 2020Q2: 1,600 shares; 2020Q3: 1,656 shares 1,656 $73K 0.04% +56 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 800 shares; 2020Q1: 800 shares; 2020Q2: 1,482 shares; 2020Q3: 1,632 shares 1,632 $72K 0.04% +150 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 553 shares; 2020Q1: 562 shares; 2020Q2: 501 shares; 2020Q3: 492 shares 492 $72K 0.04% -9 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,557 shares; 2019Q4: 1,566 shares; 2020Q1: 1,573 shares; 2020Q2: 1,118 shares; 2020Q3: 1,122 shares 1,122 $72K 0.04% +4 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 479 shares; 2020Q2: 429 shares; 2020Q3: 429 shares 429 $71K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 1,386 shares; 2020Q1: 1,312 shares; 2020Q2: 1,277 shares; 2020Q3: 1,277 shares 1,277 $70K 0.04% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,925 shares; 2019Q4: 2,945 shares; 2020Q1: 2,945 shares; 2020Q2: 1,050 shares; 2020Q3: 2,050 shares 2,050 $68K 0.04% +1,000 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 543 shares; 2019Q4: 550 shares; 2020Q1: 555 shares; 2020Q2: 290 shares; 2020Q3: 290 shares 290 $67K 0.03% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 1,187 shares; 2020Q1: 1,308 shares; 2020Q2: 2,040 shares; 2020Q3: 1,121 shares 1,121 $67K 0.03% -919 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,540 shares; 2019Q4: 1,440 shares; 2020Q1: 1,160 shares; 2020Q2: 1,160 shares; 2020Q3: 1,160 shares 1,160 $67K 0.03% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 246 shares; 2019Q4: 246 shares; 2020Q1: 246 shares; 2020Q2: 246 shares; 2020Q3: 246 shares 246 $66K 0.03% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,060 shares; 2019Q4: 2,060 shares; 2020Q1: 2,060 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares 2,000 $65K 0.03% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 250 shares; 2020Q2: 250 shares; 2020Q3: 250 shares 250 $63K 0.03% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 342 shares; 2019Q4: 342 shares; 2020Q1: 342 shares; 2020Q2: 326 shares; 2020Q3: 322 shares 322 $62K 0.03% -4 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,500 shares; 2019Q4: 9,500 shares; 2020Q1: 1,480 shares; 2020Q2: 1,480 shares; 2020Q3: 1,480 shares 1,480 $62K 0.03% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,992 shares; 2019Q4: 1,992 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares 900 $61K 0.03% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,029 shares; 2019Q4: 1,029 shares; 2020Q1: 1,029 shares; 2020Q2: 1,029 shares; 2020Q3: 1,029 shares 1,029 $61K 0.03% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 515 shares; 2019Q4: 516 shares; 2020Q1: 516 shares; 2020Q2: 517 shares; 2020Q3: 517 shares 517 $61K 0.03% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,540 shares; 2020Q1: 1,450 shares; 2020Q2: 1,075 shares; 2020Q3: 1,075 shares 1,075 $60K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,720 shares; 2019Q4: 1,720 shares; 2020Q1: 1,715 shares; 2020Q2: 1,715 shares; 2020Q3: 1,190 shares 1,190 $60K 0.03% -525 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,473 shares; 2019Q4: 2,055 shares; 2020Q1: 1,633 shares; 2020Q2: 1,609 shares; 2020Q3: 1,599 shares 1,599 $58K 0.03% -10 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 508 shares; 2019Q4: 556 shares; 2020Q1: 474 shares; 2020Q2: 345 shares; 2020Q3: 260 shares 260 $58K 0.03% -85 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,707 shares; 2019Q4: 1,534 shares; 2020Q1: 199 shares; 2020Q2: 1,014 shares; 2020Q3: 1,037 shares 1,037 $58K 0.03% +23 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,000 shares 6,000 $57K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,128 shares; 2019Q4: 1,296 shares; 2020Q1: 1,061 shares; 2020Q2: 843 shares; 2020Q3: 712 shares 712 $57K 0.03% -131 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 140 shares; 2020Q3: 1,085 shares 1,085 $57K 0.03% +945 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,563 shares; 2019Q4: 5,798 shares; 2020Q1: 889 shares; 2020Q2: 1,390 shares; 2020Q3: 1,218 shares 1,218 $56K 0.03% -172 Timeline SEATTLE GENETICS INC SEATTLE GENETICS INC More: the full row for SEATTLE GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 25 shares; 2019Q4: 25 shares; 2020Q1: 25 shares; 2020Q2: 132 shares; 2020Q3: 286 shares 286 $56K 0.03% +154 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 228 shares; 2020Q1: 228 shares; 2020Q2: 80 shares; 2020Q3: 78 shares 78 $55K 0.03% -2 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240 shares; 2019Q4: 240 shares; 2020Q1: 240 shares; 2020Q2: 240 shares; 2020Q3: 240 shares 240 $55K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 636 shares; 2020Q1: 636 shares; 2020Q2: 589 shares; 2020Q3: 578 shares 578 $54K 0.03% -11 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 52 shares; 2020Q1: 2 shares; 2020Q2: 43 shares; 2020Q3: 43 shares 43 $53K 0.03% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 348 shares; 2019Q4: 348 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares 220 $53K 0.03% 0 Timeline GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 610 shares; 2020Q3: 760 shares 760 $53K 0.03% +150 EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,800 shares; 2019Q4: 3,800 shares; 2020Q1: 2,216 shares; 2020Q2: 800 shares; 2020Q3: 800 shares 800 $52K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,288 shares; 2019Q4: 3,991 shares; 2020Q1: 1,351 shares; 2020Q2: 1,429 shares; 2020Q3: 1,429 shares 1,429 $51K 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378 shares; 2019Q4: 328 shares; 2020Q1: 328 shares; 2020Q2: 328 shares; 2020Q3: 328 shares 328 $51K 0.03% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 951 shares; 2019Q4: 914 shares; 2020Q1: 605 shares; 2020Q2: 605 shares; 2020Q3: 630 shares 630 $51K 0.03% +25 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5 shares; 2020Q2: 1,478 shares; 2020Q3: 205 shares 205 $50K 0.03% -1,273 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 945 shares; 2019Q4: 942 shares; 2020Q1: 942 shares; 2020Q2: 937 shares; 2020Q3: 913 shares 913 $50K 0.03% -24 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 196 shares; 2019Q4: 199 shares; 2020Q1: 193 shares; 2020Q2: 164 shares; 2020Q3: 161 shares 161 $50K 0.03% -3 Timeline WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,000 shares; 2019Q4: 7,000 shares; 2020Q1: 7,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares 2,000 $50K 0.03% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 359 shares; 2019Q4: 358 shares; 2020Q1: 301 shares; 2020Q2: 401 shares; 2020Q3: 392 shares 392 $49K 0.03% -9 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 235 shares; 2019Q4: 235 shares; 2020Q1: not reported; 2020Q2: 535 shares; 2020Q3: 535 shares 535 $49K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 553 shares; 2020Q1: 452 shares; 2020Q2: 442 shares; 2020Q3: 432 shares 432 $47K 0.02% -10 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 221 shares; 2019Q4: 175 shares; 2020Q1: 175 shares; 2020Q2: 175 shares; 2020Q3: 171 shares 171 $47K 0.02% -4 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares 100 $47K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,973 shares; 2019Q4: 5,453 shares; 2020Q1: 1,662 shares; 2020Q2: 1,662 shares; 2020Q3: 1,312 shares 1,312 $47K 0.02% -350 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares 3,000 $47K 0.02% 0 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,700 shares; 2019Q4: 8,700 shares; 2020Q1: 1,350 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares 1,350 $45K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,838 shares; 2019Q4: 1,838 shares; 2020Q1: 407 shares; 2020Q2: 407 shares; 2020Q3: 407 shares 407 $44K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 391 shares; 2019Q4: 391 shares; 2020Q1: 391 shares; 2020Q2: 391 shares; 2020Q3: 391 shares 391 $44K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 449 shares; 2019Q4: 248 shares; 2020Q1: 7,591 shares; 2020Q2: 6,500 shares; 2020Q3: 6,690 shares 6,690 $44K 0.02% +190 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,265 shares; 2019Q4: 1,265 shares; 2020Q1: 877 shares; 2020Q2: 865 shares; 2020Q3: 865 shares 865 $44K 0.02% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 220 shares; 2019Q4: 220 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares 220 $44K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 948 shares; 2019Q4: 948 shares; 2020Q1: 948 shares; 2020Q2: 924 shares; 2020Q3: 924 shares 924 $43K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,100 shares; 2019Q4: 1,100 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares 700 $43K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,125 shares; 2019Q4: 1,123 shares; 2020Q1: 837 shares; 2020Q2: 547 shares; 2020Q3: 539 shares 539 $42K 0.02% -8 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2 shares; 2019Q4: 2 shares; 2020Q1: 2 shares; 2020Q2: 800 shares; 2020Q3: 465 shares 465 $42K 0.02% -335 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 341 shares; 2020Q1: 14,739 shares; 2020Q2: 13,574 shares; 2020Q3: 1,524 shares 1,524 $42K 0.02% -12,050 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,008 shares; 2019Q4: 1,000 shares; 2020Q1: 1,021 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares 1,000 $41K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 294 shares; 2020Q1: 297 shares; 2020Q2: 269 shares; 2020Q3: 270 shares 270 $40K 0.02% +1 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 730 shares; 2019Q4: 730 shares; 2020Q1: 730 shares; 2020Q2: 730 shares; 2020Q3: 730 shares 730 $40K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,360 shares; 2019Q4: 6,360 shares; 2020Q1: 2,060 shares; 2020Q2: 2,060 shares; 2020Q3: 1,060 shares 1,060 $39K 0.02% -1,000 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,084 shares; 2019Q4: 1,084 shares; 2020Q1: 988 shares; 2020Q2: 806 shares; 2020Q3: 806 shares 806 $39K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,463 shares; 2019Q4: 1,415 shares; 2020Q1: 1,359 shares; 2020Q2: 1,235 shares; 2020Q3: 1,210 shares 1,210 $39K 0.02% -25 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 540 shares; 2019Q4: 429 shares; 2020Q1: 229 shares; 2020Q2: 216 shares; 2020Q3: 210 shares 210 $39K 0.02% -6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 135 shares; 2019Q4: 135 shares; 2020Q1: 195 shares; 2020Q2: 195 shares; 2020Q3: 195 shares 195 $38K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 407 shares; 2019Q4: 407 shares; 2020Q1: 438 shares; 2020Q2: 407 shares; 2020Q3: 407 shares 407 $38K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 470 shares; 2020Q1: 470 shares; 2020Q2: 470 shares; 2020Q3: 470 shares 470 $38K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 182 shares; 2020Q2: 158 shares; 2020Q3: 158 shares 158 $37K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 132 shares; 2020Q3: 130 shares 130 $37K 0.02% -2 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,806 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares; 2020Q2: 1,280 shares; 2020Q3: 1,280 shares 1,280 $37K 0.02% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 117 shares; 2020Q2: 113 shares; 2020Q3: 109 shares 109 $36K 0.02% -4 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,166 shares; 2019Q4: 3,166 shares; 2020Q1: 981 shares; 2020Q2: 989 shares; 2020Q3: 807 shares 807 $35K 0.02% -182 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 122 shares; 2020Q3: 120 shares 120 $35K 0.02% -2 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 225 shares; 2020Q3: 225 shares 225 $35K 0.02% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 890 shares; 2019Q4: 890 shares; 2020Q1: 860 shares; 2020Q2: 820 shares; 2020Q3: 820 shares 820 $35K 0.02% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 504 shares; 2019Q4: 344 shares; 2020Q1: 312 shares; 2020Q2: 335 shares; 2020Q3: 335 shares 335 $34K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 498 shares; 2019Q4: 498 shares; 2020Q1: 498 shares; 2020Q2: 404 shares; 2020Q3: 404 shares 404 $34K 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 116 shares; 2020Q2: 149 shares; 2020Q3: 145 shares 145 $34K 0.02% -4 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 424 shares; 2020Q2: 424 shares; 2020Q3: 424 shares 424 $34K 0.02% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 279 shares; 2019Q4: 279 shares; 2020Q1: 279 shares; 2020Q2: 692 shares; 2020Q3: 682 shares 682 $33K 0.02% -10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 1,140 shares; 2020Q2: 1,140 shares; 2020Q3: 605 shares 605 $32K 0.02% -535 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares; 2020Q2: 389 shares; 2020Q3: 282 shares 282 $32K 0.02% -107 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10 shares; 2019Q4: 10 shares; 2020Q1: 10 shares; 2020Q2: 56 shares; 2020Q3: 58 shares 58 $32K 0.02% +2 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 120 shares; 2019Q4: 119 shares; 2020Q1: 116 shares; 2020Q2: 146 shares; 2020Q3: 142 shares 142 $32K 0.02% -4 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 286 shares; 2019Q4: 286 shares; 2020Q1: 198 shares; 2020Q2: 496 shares; 2020Q3: 496 shares 496 $31K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 625 shares; 2020Q3: 625 shares 625 $31K 0.02% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 35 shares; 2020Q3: 35 shares 35 $31K 0.02% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 800 shares; 2019Q4: 800 shares; 2020Q1: 750 shares; 2020Q2: 700 shares; 2020Q3: 300 shares 300 $31K 0.02% -400 LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares 285 $31K 0.02% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 267 shares; 2020Q1: 267 shares; 2020Q2: 220 shares; 2020Q3: 215 shares 215 $30K 0.02% -5 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares; 2020Q1: 58 shares; 2020Q2: 369 shares; 2020Q3: 369 shares 369 $30K 0.02% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 134 shares; 2019Q4: 134 shares; 2020Q1: 234 shares; 2020Q2: 134 shares; 2020Q3: 266 shares 266 $30K 0.02% +132 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 416 shares; 2019Q4: 416 shares; 2020Q1: 416 shares; 2020Q2: 681 shares; 2020Q3: 357 shares 357 $30K 0.02% -324 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 475 shares; 2019Q4: 475 shares; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares 285 $29K 0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 100 shares; 2020Q3: 100 shares 100 $29K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 153 shares; 2020Q2: 153 shares; 2020Q3: 229 shares 229 $29K 0.01% +76 Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 136 shares; 2019Q4: 136 shares; 2020Q1: 262 shares; 2020Q2: 232 shares; 2020Q3: 159 shares 159 $29K 0.01% -73 SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 924 shares; 2020Q2: 924 shares; 2020Q3: 924 shares 924 $29K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 275 shares; 2020Q3: 275 shares 275 $28K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 46 shares; 2019Q4: 46 shares; 2020Q1: 46 shares; 2020Q2: 42 shares; 2020Q3: 24 shares 24 $28K 0.01% -18 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 290 shares; 2019Q4: 290 shares; 2020Q1: 239 shares; 2020Q2: 239 shares; 2020Q3: 239 shares 239 $28K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,252 shares; 2020Q3: 885 shares 885 $27K 0.01% -367 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 961 shares; 2019Q4: 811 shares; 2020Q1: 811 shares; 2020Q2: 554 shares; 2020Q3: 512 shares 512 $27K 0.01% -42 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 623 shares; 2020Q3: 441 shares 441 $27K 0.01% -182 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares 1,100 $27K 0.01% 0 Timeline AMERICAN WELL CORP AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 909 shares 909 $27K 0.01% new SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372 shares; 2020Q3: 25 shares 25 $26K 0.01% -347 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 400 shares; 2020Q3: 635 shares 635 $26K 0.01% +235 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 984 shares 984 $26K 0.01% new Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 30 shares; 2019Q4: 30 shares; 2020Q1: 30 shares; 2020Q2: not reported; 2020Q3: 359 shares 359 $26K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,203 shares; 2019Q4: 1,203 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 418 shares 418 $25K 0.01% -285 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 424 shares; 2019Q4: 424 shares; 2020Q1: 222 shares; 2020Q2: 222 shares; 2020Q3: 222 shares 222 $25K 0.01% 0 Timeline MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,112 shares; 2019Q4: 1,112 shares; 2020Q1: 215 shares; 2020Q2: not reported; 2020Q3: 629 shares 629 $25K 0.01% new KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 735 shares; 2020Q3: 735 shares 735 $25K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 1,416 shares; 2020Q2: 1,416 shares; 2020Q3: 424 shares 424 $24K 0.01% -992 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 296 shares; 2019Q4: 296 shares; 2020Q1: 296 shares; 2020Q2: 296 shares; 2020Q3: 296 shares 296 $24K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 95 shares 95 $24K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 423 shares; 2019Q4: 351 shares; 2020Q1: 210 shares; 2020Q2: 133 shares; 2020Q3: 83 shares 83 $24K 0.01% -50 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 650 shares; 2019Q4: 650 shares; 2020Q1: 1,400 shares; 2020Q2: 1,400 shares; 2020Q3: 650 shares 650 $24K 0.01% -750 TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,842 shares; 2019Q4: 1,542 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares 1,000 $24K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 239 shares; 2019Q4: 107 shares; 2020Q1: 18 shares; 2020Q2: 18 shares; 2020Q3: 113 shares 113 $23K 0.01% +95 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,050 shares; 2020Q2: 2,050 shares; 2020Q3: 2,050 shares 2,050 $23K 0.01% 0 Timeline FORTRESS VALUE ACQUISITION C FORTRESS VALUE ACQUISITION C More: the full row for FORTRESS VALUE ACQUISITION C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,670 shares 1,670 $23K 0.01% new PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,834 shares; 2019Q4: 2,786 shares; 2020Q1: 443 shares; 2020Q2: 409 shares; 2020Q3: 409 shares 409 $22K 0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 920 shares; 2019Q4: 920 shares; 2020Q1: 345 shares; 2020Q2: 345 shares; 2020Q3: 345 shares 345 $22K 0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 319 shares; 2019Q4: 319 shares; 2020Q1: 297 shares; 2020Q2: 295 shares; 2020Q3: 288 shares 288 $22K 0.01% -7 Timeline ZENDESK INC ZENDESK INC More: the full row for ZENDESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 218 shares; 2019Q4: 218 shares; 2020Q1: 218 shares; 2020Q2: 218 shares; 2020Q3: 218 shares 218 $22K 0.01% 0 IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares 66 $21K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,705 shares; 2019Q4: 7,127 shares; 2020Q1: 7,154 shares; 2020Q2: 1,305 shares; 2020Q3: 770 shares 770 $21K 0.01% -535 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 78 shares; 2019Q4: 78 shares; 2020Q1: 78 shares; 2020Q2: 108 shares; 2020Q3: 108 shares 108 $21K 0.01% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,100 shares; 2019Q4: 2,450 shares; 2020Q1: 2,275 shares; 2020Q2: 1,725 shares; 2020Q3: 1,725 shares 1,725 $21K 0.01% 0 SIMS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 660 shares; 2019Q4: 660 shares; 2020Q1: 660 shares; 2020Q2: 660 shares; 2020Q3: 660 shares 660 $21K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares 66 $20K 0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 376 shares; 2019Q4: 376 shares; 2020Q1: 376 shares; 2020Q2: 421 shares; 2020Q3: 426 shares 426 $20K 0.01% +5 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 513 shares; 2019Q4: 478 shares; 2020Q1: 400 shares; 2020Q2: 439 shares; 2020Q3: 439 shares 439 $20K 0.01% 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 130 shares 130 $20K 0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares; 2020Q2: 700 shares; 2020Q3: 700 shares 700 $20K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,773 shares; 2019Q4: 2,453 shares; 2020Q1: 1,727 shares; 2020Q2: 1,495 shares; 2020Q3: 1,220 shares 1,220 $19K 0.01% -275 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares 300 $19K 0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 500 shares; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares 500 $19K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 69,249 shares; 2019Q4: 69,249 shares; 2020Q1: 654 shares; 2020Q2: 836 shares; 2020Q3: 836 shares 836 $18K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 273 shares; 2019Q4: 238 shares; 2020Q1: 240 shares; 2020Q2: 229 shares; 2020Q3: 229 shares 229 $18K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 210 shares; 2019Q4: 209 shares; 2020Q1: 216 shares; 2020Q2: 208 shares; 2020Q3: 201 shares 201 $18K 0.01% -7 Timeline SOYB TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,140 shares; 2020Q3: 1,140 shares 1,140 $18K 0.01% 0 Timeline EFNL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 450 shares 450 $18K 0.01% new Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 90 shares; 2020Q1: not reported; 2020Q2: 515 shares; 2020Q3: 515 shares 515 $18K 0.01% 0 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,149 shares; 2019Q4: 3,568 shares; 2020Q1: 1,192 shares; 2020Q2: 840 shares; 2020Q3: 515 shares 515 $17K 0.01% -325 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 304 shares; 2020Q2: 304 shares; 2020Q3: 304 shares 304 $17K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 54 shares; 2019Q4: 54 shares; 2020Q1: 54 shares; 2020Q2: 54 shares; 2020Q3: 54 shares 54 $17K 0.01% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 303 shares; 2020Q2: 286 shares; 2020Q3: 283 shares 283 $17K 0.01% -3 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares; 2020Q2: 73 shares; 2020Q3: 71 shares 71 $17K 0.01% -2 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 320 shares; 2019Q4: 307 shares; 2020Q1: 232 shares; 2020Q2: 454 shares; 2020Q3: 460 shares 460 $17K 0.01% +6 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 427 shares; 2019Q4: 428 shares; 2020Q1: 378 shares; 2020Q2: 75 shares; 2020Q3: 75 shares 75 $17K 0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 310 shares; 2020Q3: 310 shares 310 $16K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 232 shares; 2020Q2: 162 shares; 2020Q3: 162 shares 162 $16K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 694 shares; 2019Q4: 519 shares; 2020Q1: 245 shares; 2020Q2: 201 shares; 2020Q3: 201 shares 201 $16K 0.01% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 310 shares; 2020Q3: 310 shares 310 $16K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 37,115 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares 1,200 $16K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20 shares; 2019Q4: 20 shares; 2020Q1: 20 shares; 2020Q2: 20 shares; 2020Q3: 20 shares 20 $16K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 47 shares; 2020Q2: 48 shares; 2020Q3: 48 shares 48 $15K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 262 shares; 2019Q4: 262 shares; 2020Q1: 82 shares; 2020Q2: 82 shares; 2020Q3: 82 shares 82 $15K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 260 shares; 2019Q4: 210 shares; 2020Q1: 210 shares; 2020Q2: 210 shares; 2020Q3: 210 shares 210 $15K 0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,765 shares; 2019Q4: 2,765 shares; 2020Q1: 985 shares; 2020Q2: 915 shares; 2020Q3: 800 shares 800 $15K 0.01% -115 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,461 shares; 2019Q4: 3,498 shares; 2020Q1: 3,734 shares; 2020Q2: 2,314 shares; 2020Q3: 2,315 shares 2,315 $14K 0.01% +1 ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 567 shares; 2019Q4: 567 shares; 2020Q1: 475 shares; 2020Q2: 493 shares; 2020Q3: 477 shares 477 $14K 0.01% -16 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 301 shares; 2019Q4: 6,896 shares; 2020Q1: 312 shares; 2020Q2: 176 shares; 2020Q3: 174 shares 174 $14K 0.01% -2 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,725 shares; 2019Q4: 4,725 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares 150 $14K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 200 shares 200 $14K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 140 shares; 2019Q4: 156 shares; 2020Q1: 172 shares; 2020Q2: 115 shares; 2020Q3: 122 shares 122 $13K 0.01% +7 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 205 shares; 2019Q4: 205 shares; 2020Q1: 60 shares; 2020Q2: 60 shares; 2020Q3: 60 shares 60 $13K 0.01% 0 Timeline GO GROCERY OUTLET HLDG CORP More: the full row for GROCERY OUTLET HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 340 shares 340 $13K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 484 shares; 2019Q4: 510 shares; 2020Q1: 532 shares; 2020Q2: 443 shares; 2020Q3: 223 shares 223 $13K 0.01% -220 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 139 shares; 2019Q4: 139 shares; 2020Q1: 139 shares; 2020Q2: 130 shares; 2020Q3: 130 shares 130 $13K 0.01% 0 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,003 shares; 2019Q4: 1,003 shares; 2020Q1: 60 shares; 2020Q2: 200 shares; 2020Q3: 224 shares 224 $12K 0.01% +24 Timeline EHTH EHEALTH INC More: the full row for EHEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 155 shares; 2020Q3: 155 shares 155 $12K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,837 shares; 2019Q4: 221 shares; 2020Q1: 221 shares; 2020Q2: 151 shares; 2020Q3: 151 shares 151 $12K 0.01% 0 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 500 shares; 2020Q3: 500 shares 500 $12K 0.01% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 255 shares; 2019Q4: 255 shares; 2020Q1: 321 shares; 2020Q2: 166 shares; 2020Q3: 201 shares 201 $11K 0.01% +35 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 100 shares; 2019Q4: 100 shares; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares 100 $11K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,928 shares; 2019Q4: 1,928 shares; 2020Q1: 483 shares; 2020Q2: 375 shares; 2020Q3: 375 shares 375 $11K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 64 shares; 2020Q2: 64 shares; 2020Q3: 64 shares 64 $10K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,504 shares; 2019Q4: 1,254 shares; 2020Q1: 833 shares; 2020Q2: 592 shares; 2020Q3: 428 shares 428 $10K 0.01% -164 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 917 shares; 2019Q4: 917 shares; 2020Q1: 17 shares; 2020Q2: 155 shares; 2020Q3: 155 shares 155 $10K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 99 shares; 2019Q4: 99 shares; 2020Q1: 99 shares; 2020Q2: 99 shares; 2020Q3: 99 shares 99 $10K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 87 shares; 2020Q1: 87 shares; 2020Q2: 50 shares; 2020Q3: 50 shares 50 $10K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares; 2020Q2: 48 shares; 2020Q3: 48 shares 48 $10K 0.01% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 101 shares; 2019Q4: 101 shares; 2020Q1: 101 shares; 2020Q2: 101 shares; 2020Q3: 101 shares 101 $10K 0.01% 0 Timeline SPEU 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares 300 $10K 0.01% 0 Timeline UNITED STS NAT GAS FD LP UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,330 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares 900 $10K 0.01% 0 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 256 shares; 2019Q4: 256 shares; 2020Q1: 263 shares; 2020Q2: 138 shares; 2020Q3: 138 shares 138 $9K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98 shares; 2019Q4: 98 shares; 2020Q1: 98 shares; 2020Q2: 52 shares; 2020Q3: 52 shares 52 $9K <0.01% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 49 shares; 2019Q4: 49 shares; 2020Q1: 49 shares; 2020Q2: 26 shares; 2020Q3: 26 shares 26 $9K <0.01% 0 ARGO GROUP INTERNATIONAL ARGO GROUP INTERNATIONAL More: the full row for ARGO GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares; 2020Q2: 253 shares; 2020Q3: 253 shares 253 $9K <0.01% 0 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,485 shares; 2019Q4: 198 shares; 2020Q1: 313 shares; 2020Q2: 508 shares; 2020Q3: 508 shares 508 $8K <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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 331 shares; 2019Q4: 331 shares; 2020Q1: 156 shares; 2020Q2: 156 shares; 2020Q3: 73 shares 73 $8K <0.01% -83 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116 shares; 2019Q4: 116 shares; 2020Q1: 116 shares; 2020Q2: 116 shares; 2020Q3: 116 shares 116 $8K <0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 994 shares; 2019Q4: 794 shares; 2020Q1: 290 shares; 2020Q2: 179 shares; 2020Q3: 187 shares 187 $8K <0.01% +8 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,796 shares; 2019Q4: 2,286 shares; 2020Q1: 316 shares; 2020Q2: 220 shares; 2020Q3: 220 shares 220 $8K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 740 shares; 2019Q4: 624 shares; 2020Q1: 793 shares; 2020Q2: 542 shares; 2020Q3: 519 shares 519 $8K <0.01% -23 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,672 shares; 2019Q4: 2,672 shares; 2020Q1: 31 shares; 2020Q2: 21 shares; 2020Q3: 21 shares 21 $8K <0.01% 0 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 506 shares; 2019Q4: 381 shares; 2020Q1: 233 shares; 2020Q2: 151 shares; 2020Q3: 73 shares 73 $8K <0.01% -78 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 82 shares; 2019Q4: 82 shares; 2020Q1: 64 shares; 2020Q2: 24 shares; 2020Q3: 24 shares 24 $8K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 957 shares; 2020Q1: 85 shares; 2020Q2: 65 shares; 2020Q3: 82 shares 82 $8K <0.01% +17 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150 shares; 2019Q4: 150 shares; 2020Q1: 168 shares; 2020Q2: 150 shares; 2020Q3: 150 shares 150 $8K <0.01% 0 Timeline GWX 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; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 544 shares; 2019Q4: 544 shares; 2020Q1: 274 shares; 2020Q2: 274 shares; 2020Q3: 274 shares 274 $8K <0.01% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,784 shares; 2019Q4: 2,791 shares; 2020Q1: 2,448 shares; 2020Q2: 657 shares; 2020Q3: 297 shares 297 $8K <0.01% -360 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 142 shares; 2019Q4: 117 shares; 2020Q1: 153 shares; 2020Q2: 79 shares; 2020Q3: 86 shares 86 $7K <0.01% +7 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,539 shares; 2019Q4: 5,539 shares; 2020Q1: 5,361 shares; 2020Q2: 61 shares; 2020Q3: 61 shares 61 $7K <0.01% 0 Timeline