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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,875,679 shares; 2022Q1: 1,864,930 shares; 2022Q2: 1,863,539 shares; 2022Q3: 1,777,287 shares; 2022Q4: 1,747,634 shares 1,747,634 $668M 11.95% -29,653 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,303,573 shares; 2022Q1: 1,310,287 shares; 2022Q2: 1,309,181 shares; 2022Q3: 1,309,645 shares; 2022Q4: 1,336,376 shares 1,336,376 $513M 9.18% +26,731 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,017,477 shares; 2022Q1: 1,010,589 shares; 2022Q2: 1,010,720 shares; 2022Q3: 994,995 shares; 2022Q4: 973,915 shares 973,915 $431M 7.71% -21,080 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,192,543 shares; 2022Q1: 1,211,898 shares; 2022Q2: 1,222,831 shares; 2022Q3: 1,269,785 shares; 2022Q4: 1,215,959 shares 1,215,959 $427M 7.64% -53,826 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,159,861 shares; 2022Q1: 1,197,126 shares; 2022Q2: 1,179,323 shares; 2022Q3: 1,164,948 shares; 2022Q4: 1,167,342 shares 1,167,342 $282M 5.05% +2,394 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,163,950 shares; 2022Q1: 1,151,704 shares; 2022Q2: 1,203,851 shares; 2022Q3: 1,242,325 shares; 2022Q4: 1,274,478 shares 1,274,478 $268M 4.8% +32,153 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,217,776 shares; 2022Q1: 2,212,528 shares; 2022Q2: 2,273,172 shares; 2022Q3: 2,317,378 shares; 2022Q4: 2,321,770 shares 2,321,770 $157M 2.8% +4,392 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,263,719 shares; 2022Q1: 1,277,459 shares; 2022Q2: 1,320,740 shares; 2022Q3: 1,389,809 shares; 2022Q4: 1,378,436 shares 1,378,436 $149M 2.67% -11,373 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 738,338 shares; 2022Q1: 806,133 shares; 2022Q2: 765,175 shares; 2022Q3: 747,140 shares; 2022Q4: 721,547 shares 721,547 $126M 2.25% -25,593 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 668,005 shares; 2022Q1: 678,611 shares; 2022Q2: 716,781 shares; 2022Q3: 813,025 shares; 2022Q4: 1,005,796 shares 1,005,796 $95.2M 1.7% +192,771 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 705,613 shares; 2022Q1: 712,401 shares; 2022Q2: 712,026 shares; 2022Q3: 768,440 shares; 2022Q4: 753,837 shares 753,837 $94.3M 1.69% -14,603 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 746,758 shares; 2022Q1: 745,869 shares; 2022Q2: 751,279 shares; 2022Q3: 705,908 shares; 2022Q4: 720,073 shares 720,073 $93.6M 1.67% +14,165 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 315,013 shares; 2022Q1: 317,328 shares; 2022Q2: 322,265 shares; 2022Q3: 298,856 shares; 2022Q4: 284,842 shares 284,842 $68.3M 1.22% -14,014 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 242,638 shares; 2022Q1: 267,383 shares; 2022Q2: 292,291 shares; 2022Q3: 299,966 shares; 2022Q4: 304,278 shares 304,278 $62M 1.11% +4,312 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 187,179 shares; 2022Q1: 191,258 shares; 2022Q2: 192,813 shares; 2022Q3: 178,003 shares; 2022Q4: 177,845 shares 177,845 $54.9M 0.98% -158 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 328,601 shares; 2022Q1: 329,547 shares; 2022Q2: 328,699 shares; 2022Q3: 327,915 shares; 2022Q4: 326,110 shares 326,110 $49.4M 0.88% -1,805 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 231,051 shares; 2022Q1: 231,145 shares; 2022Q2: 232,419 shares; 2022Q3: 233,481 shares; 2022Q4: 250,342 shares 250,342 $47.9M 0.86% +16,861 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 530,670 shares; 2022Q1: 546,380 shares; 2022Q2: 481,160 shares; 2022Q3: 1,037,649 shares; 2022Q4: 981,368 shares 981,368 $41.2M 0.74% -56,281 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 396,570 shares; 2022Q1: 405,284 shares; 2022Q2: 525,529 shares; 2022Q3: 564,157 shares; 2022Q4: 579,001 shares 579,001 $38M 0.68% +14,844 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 191,233 shares; 2022Q1: 198,542 shares; 2022Q2: 194,649 shares; 2022Q3: 226,569 shares; 2022Q4: 225,672 shares 225,672 $31.3M 0.56% -897 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,098,526 shares; 2022Q1: 888,772 shares; 2022Q2: 893,760 shares; 2022Q3: 869,371 shares; 2022Q4: 859,296 shares 859,296 $30M 0.54% -10,075 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 172,525 shares; 2022Q1: 169,947 shares; 2022Q2: 170,405 shares; 2022Q3: 167,824 shares; 2022Q4: 165,178 shares 165,178 $29.2M 0.52% -2,646 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 208,028 shares; 2022Q1: 208,244 shares; 2022Q2: 208,260 shares; 2022Q3: 207,843 shares; 2022Q4: 206,673 shares 206,673 $25.7M 0.46% -1,170 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,757 shares; 2022Q1: 14,047 shares; 2022Q2: 14,869 shares; 2022Q3: 269,512 shares; 2022Q4: 283,722 shares 283,722 $25.2M 0.45% +14,210 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,720 shares; 2022Q1: 11,943 shares; 2022Q2: 257,637 shares; 2022Q3: 229,377 shares; 2022Q4: 285,908 shares 285,908 $24M 0.43% +56,531 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 254,282 shares; 2022Q1: 293,165 shares; 2022Q2: 329,737 shares; 2022Q3: 529,018 shares; 2022Q4: 514,151 shares 514,151 $23.6M 0.42% -14,867 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 185,754 shares; 2022Q1: 179,649 shares; 2022Q2: 178,638 shares; 2022Q3: 169,528 shares; 2022Q4: 173,390 shares 173,390 $23.3M 0.42% +3,862 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 53 shares; 2022Q1: 53 shares; 2022Q2: 53 shares; 2022Q3: 49 shares; 2022Q4: 49 shares 49 $23M 0.41% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 328,847 shares; 2022Q1: 328,858 shares; 2022Q2: 316,603 shares; 2022Q3: 309,798 shares; 2022Q4: 306,799 shares 306,799 $21.6M 0.39% -2,999 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 73,193 shares; 2022Q1: 72,248 shares; 2022Q2: 72,392 shares; 2022Q3: 59,657 shares; 2022Q4: 60,372 shares 60,372 $21M 0.38% +715 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 552,082 shares; 2022Q1: 556,096 shares; 2022Q2: 426,696 shares; 2022Q3: 433,898 shares; 2022Q4: 432,939 shares 432,939 $20.2M 0.36% -959 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 116,394 shares; 2022Q1: 113,322 shares; 2022Q2: 157,178 shares; 2022Q3: 123,912 shares; 2022Q4: 124,928 shares 124,928 $20.2M 0.36% +1,016 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 228,928 shares; 2022Q1: 228,464 shares; 2022Q2: 228,464 shares; 2022Q3: 227,999 shares; 2022Q4: 231,129 shares 231,129 $19.5M 0.35% +3,130 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 65,708 shares; 2022Q1: 71,156 shares; 2022Q2: 64,907 shares; 2022Q3: 91,261 shares; 2022Q4: 89,478 shares 89,478 $19.2M 0.34% -1,783 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 107,582 shares; 2022Q1: 107,398 shares; 2022Q2: 108,908 shares; 2022Q3: 107,779 shares; 2022Q4: 101,962 shares 101,962 $18.4M 0.33% -5,817 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 108,823 shares; 2022Q1: 107,484 shares; 2022Q2: 106,500 shares; 2022Q3: 106,300 shares; 2022Q4: 125,460 shares 125,460 $18.2M 0.33% +19,160 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,533 shares; 2022Q1: 9,623 shares; 2022Q2: 9,948 shares; 2022Q3: 177,043 shares; 2022Q4: 205,866 shares 205,866 $18.2M 0.32% +28,823 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 112,688 shares; 2022Q1: 108,188 shares; 2022Q2: 104,499 shares; 2022Q3: 100,316 shares; 2022Q4: 99,370 shares 99,370 $17.8M 0.32% -946 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 259,376 shares; 2022Q1: 264,508 shares; 2022Q2: 284,406 shares; 2022Q3: 292,507 shares; 2022Q4: 301,088 shares 301,088 $17.6M 0.31% +8,581 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 67,133 shares; 2022Q1: 65,362 shares; 2022Q2: 64,613 shares; 2022Q3: 61,136 shares; 2022Q4: 55,045 shares 55,045 $17.4M 0.31% -6,091 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 164,068 shares; 2022Q1: 165,250 shares; 2022Q2: 162,657 shares; 2022Q3: 152,451 shares; 2022Q4: 151,892 shares 151,892 $16.9M 0.3% -559 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,613 shares; 2022Q1: 15,647 shares; 2022Q2: 16,827 shares; 2022Q3: 53,988 shares; 2022Q4: 135,996 shares 135,996 $16.8M 0.3% +82,008 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 137,762 shares; 2022Q1: 144,556 shares; 2022Q2: 157,515 shares; 2022Q3: 145,751 shares; 2022Q4: 148,384 shares 148,384 $16.4M 0.29% +2,633 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 251,629 shares; 2022Q1: 255,145 shares; 2022Q2: 252,763 shares; 2022Q3: 249,459 shares; 2022Q4: 251,055 shares 251,055 $16M 0.29% +1,596 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 173,963 shares; 2022Q1: 174,277 shares; 2022Q2: 174,473 shares; 2022Q3: 174,893 shares; 2022Q4: 182,990 shares 182,990 $15.1M 0.27% +8,097 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 291,699 shares; 2022Q1: 298,296 shares; 2022Q2: 311,364 shares; 2022Q3: 293,031 shares; 2022Q4: 286,494 shares 286,494 $14.7M 0.26% -6,537 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 260,526 shares; 2022Q1: 260,526 shares; 2022Q2: 260,526 shares; 2022Q3: 139,796 shares; 2022Q4: 137,287 shares 137,287 $14.5M 0.26% -2,509 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 33,335 shares; 2022Q1: 32,961 shares; 2022Q2: 33,067 shares; 2022Q3: 26,338 shares; 2022Q4: 26,815 shares 26,815 $14.2M 0.25% +477 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 251,513 shares; 2022Q1: 361,942 shares; 2022Q2: 311,540 shares; 2022Q3: 321,933 shares; 2022Q4: 362,514 shares 362,514 $14.1M 0.25% +40,581 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 130,409 shares; 2022Q1: 274,363 shares; 2022Q2: 145,285 shares; 2022Q3: 137,769 shares; 2022Q4: 279,802 shares 279,802 $14M 0.25% +142,033 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 163,322 shares; 2022Q1: 160,167 shares; 2022Q2: 159,031 shares; 2022Q3: 156,376 shares; 2022Q4: 157,389 shares 157,389 $13.8M 0.25% +1,013 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,429 shares; 2022Q1: 63,011 shares; 2022Q2: 63,389 shares; 2022Q3: 62,052 shares; 2022Q4: 62,373 shares 62,373 $13.8M 0.25% +321 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,687 shares; 2022Q1: 64,546 shares; 2022Q2: 66,227 shares; 2022Q3: 60,314 shares; 2022Q4: 64,891 shares 64,891 $13.5M 0.24% +4,577 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,243 shares; 2022Q1: 50,632 shares; 2022Q2: 52,088 shares; 2022Q3: 52,419 shares; 2022Q4: 50,791 shares 50,791 $13.4M 0.24% -1,628 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 237,198 shares; 2022Q1: 237,198 shares; 2022Q2: 242,381 shares; 2022Q3: 242,429 shares; 2022Q4: 239,829 shares 239,829 $13.2M 0.24% -2,600 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 149,476 shares; 2022Q1: 152,424 shares; 2022Q2: 153,540 shares; 2022Q3: 129,823 shares; 2022Q4: 128,536 shares 128,536 $13M 0.23% -1,287 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 275,751 shares; 2022Q1: 275,155 shares; 2022Q2: 267,453 shares; 2022Q3: 266,460 shares; 2022Q4: 271,688 shares 271,688 $12.9M 0.23% +5,228 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 123,015 shares; 2022Q1: 120,934 shares; 2022Q2: 122,559 shares; 2022Q3: 115,854 shares; 2022Q4: 115,941 shares 115,941 $12.7M 0.23% +87 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57,944 shares; 2022Q1: 57,944 shares; 2022Q2: 57,944 shares; 2022Q3: 55,614 shares; 2022Q4: 57,885 shares 57,885 $12.4M 0.22% +2,271 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 197,146 shares; 2022Q1: 147,727 shares; 2022Q2: 157,507 shares; 2022Q3: 198,947 shares; 2022Q4: 158,947 shares 158,947 $12M 0.21% -40,000 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 67,425 shares; 2022Q1: 67,425 shares; 2022Q2: 67,425 shares; 2022Q3: 67,488 shares; 2022Q4: 67,488 shares 67,488 $11.5M 0.21% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,389 shares; 2022Q1: 63,073 shares; 2022Q2: 63,073 shares; 2022Q3: 63,073 shares; 2022Q4: 75,481 shares 75,481 $11.4M 0.2% +12,408 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 342,891 shares; 2022Q1: 336,887 shares; 2022Q2: 333,988 shares; 2022Q3: 334,418 shares; 2022Q4: 334,264 shares 334,264 $11.4M 0.2% -154 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 87,628 shares; 2022Q1: 87,628 shares; 2022Q2: 87,248 shares; 2022Q3: 87,330 shares; 2022Q4: 87,145 shares 87,145 $11.3M 0.2% -185 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57,474 shares; 2022Q1: 57,049 shares; 2022Q2: 61,918 shares; 2022Q3: 59,726 shares; 2022Q4: 60,036 shares 60,036 $11M 0.2% +310 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,063 shares; 2022Q1: 63,488 shares; 2022Q2: 28,993 shares; 2022Q3: 60,433 shares; 2022Q4: 60,844 shares 60,844 $10.6M 0.19% +411 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 92,470 shares; 2022Q1: 125,748 shares; 2022Q2: 126,968 shares; 2022Q3: 106,535 shares; 2022Q4: 113,080 shares 113,080 $10.6M 0.19% +6,545 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 76,946 shares; 2022Q1: 78,899 shares; 2022Q2: 80,921 shares; 2022Q3: 69,026 shares; 2022Q4: 70,926 shares 70,926 $10.4M 0.19% +1,900 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 41,801 shares; 2022Q1: 41,421 shares; 2022Q2: 38,594 shares; 2022Q3: 40,549 shares; 2022Q4: 36,886 shares 36,886 $9.82M 0.18% -3,663 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,180 shares; 2022Q1: 25,028 shares; 2022Q2: 26,092 shares; 2022Q3: 26,140 shares; 2022Q4: 26,312 shares 26,312 $9.63M 0.17% +172 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,697 shares; 2022Q1: 2,571 shares; 2022Q2: 2,601 shares; 2022Q3: 29,096 shares; 2022Q4: 29,003 shares 29,003 $9.26M 0.17% -93 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 87,309 shares; 2022Q1: 85,231 shares; 2022Q2: 80,588 shares; 2022Q3: 80,470 shares; 2022Q4: 76,265 shares 76,265 $9.2M 0.16% -4,205 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 69,309 shares; 2022Q1: 67,086 shares; 2022Q2: 66,908 shares; 2022Q3: 66,920 shares; 2022Q4: 66,652 shares 66,652 $9.05M 0.16% -268 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,352 shares; 2022Q1: 34,685 shares; 2022Q2: 36,066 shares; 2022Q3: 33,918 shares; 2022Q4: 33,973 shares 33,973 $8.92M 0.16% +55 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,285 shares; 2022Q1: 50,264 shares; 2022Q2: 38,360 shares; 2022Q3: 43,295 shares; 2022Q4: 53,243 shares 53,243 $8.71M 0.16% +9,948 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 81,065 shares; 2022Q1: 79,349 shares; 2022Q2: 79,381 shares; 2022Q3: 79,754 shares; 2022Q4: 80,366 shares 80,366 $8.11M 0.15% +612 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,182 shares; 2022Q1: 10,830 shares; 2022Q2: 19,381 shares; 2022Q3: 22,576 shares; 2022Q4: 27,315 shares 27,315 $8.05M 0.14% +4,739 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 233,048 shares; 2022Q1: 237,029 shares; 2022Q2: 241,800 shares; 2022Q3: 234,304 shares; 2022Q4: 239,095 shares 239,095 $7.92M 0.14% +4,791 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,817 shares; 2022Q1: 16,089 shares; 2022Q2: 16,245 shares; 2022Q3: 16,504 shares; 2022Q4: 16,939 shares 16,939 $7.73M 0.14% +435 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 43,427 shares; 2022Q1: 50,974 shares; 2022Q2: 51,466 shares; 2022Q3: 50,793 shares; 2022Q4: 54,630 shares 54,630 $7.7M 0.14% +3,837 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,906 shares; 2022Q1: 15,916 shares; 2022Q2: 13,436 shares; 2022Q3: 79,188 shares; 2022Q4: 84,208 shares 84,208 $7.58M 0.14% +5,020 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 89,613 shares; 2022Q1: 91,204 shares; 2022Q2: 94,518 shares; 2022Q3: 94,484 shares; 2022Q4: 88,170 shares 88,170 $7.37M 0.13% -6,314 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 160,906 shares; 2022Q1: 160,906 shares; 2022Q2: 172,716 shares; 2022Q3: 160,398 shares; 2022Q4: 159,971 shares 159,971 $7.33M 0.13% -427 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 115,644 shares; 2022Q1: 139,359 shares; 2022Q2: 138,144 shares; 2022Q3: 139,664 shares; 2022Q4: 160,984 shares 160,984 $7.24M 0.13% +21,320 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,996 shares; 2022Q1: 13,169 shares; 2022Q2: 13,619 shares; 2022Q3: 12,493 shares; 2022Q4: 12,892 shares 12,892 $7.1M 0.13% +399 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 87,418 shares; 2022Q1: 89,479 shares; 2022Q2: 93,360 shares; 2022Q3: 86,869 shares; 2022Q4: 81,664 shares 81,664 $7.09M 0.13% -5,205 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,107 shares; 2022Q1: 29,120 shares; 2022Q2: 30,755 shares; 2022Q3: 30,186 shares; 2022Q4: 29,684 shares 29,684 $7.09M 0.13% -502 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 73,900 shares; 2022Q1: 73,295 shares; 2022Q2: 70,391 shares; 2022Q3: 70,400 shares; 2022Q4: 70,210 shares 70,210 $6.9M 0.12% -190 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 70,565 shares; 2022Q1: 61,361 shares; 2022Q2: 57,561 shares; 2022Q3: 57,561 shares; 2022Q4: 54,621 shares 54,621 $6.62M 0.12% -2,940 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 160,558 shares; 2022Q1: 196,823 shares; 2022Q2: 164,371 shares; 2022Q3: 174,501 shares; 2022Q4: 153,896 shares 153,896 $6.54M 0.12% -20,605 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 86,505 shares; 2022Q1: 87,088 shares; 2022Q2: 88,447 shares; 2022Q3: 80,751 shares; 2022Q4: 78,855 shares 78,855 $6.45M 0.12% -1,896 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40,733 shares; 2022Q1: 42,446 shares; 2022Q2: 43,001 shares; 2022Q3: 45,054 shares; 2022Q4: 45,458 shares 45,458 $6.45M 0.12% +404 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 384,744 shares; 2022Q4: 747,627 shares 747,627 $6.41M 0.11% +362,883 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 37,236 shares; 2022Q1: 37,237 shares; 2022Q2: 36,891 shares; 2022Q3: 36,891 shares; 2022Q4: 36,611 shares 36,611 $6.38M 0.11% -280 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 79,038 shares; 2022Q1: 77,292 shares; 2022Q2: 70,635 shares; 2022Q3: 67,169 shares; 2022Q4: 62,827 shares 62,827 $6.23M 0.11% -4,342 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,281 shares; 2022Q1: 22,883 shares; 2022Q2: 22,824 shares; 2022Q3: 22,043 shares; 2022Q4: 25,915 shares 25,915 $6.21M 0.11% +3,872 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,081 shares; 2022Q1: 61,618 shares; 2022Q2: 62,695 shares; 2022Q3: 54,991 shares; 2022Q4: 52,658 shares 52,658 $6.16M 0.11% -2,333 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40,221 shares; 2022Q1: 41,883 shares; 2022Q2: 38,424 shares; 2022Q3: 37,252 shares; 2022Q4: 37,262 shares 37,262 $6.16M 0.11% +10 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 36,066 shares; 2022Q1: 36,282 shares; 2022Q2: 31,859 shares; 2022Q3: 29,698 shares; 2022Q4: 29,491 shares 29,491 $6.11M 0.11% -207 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,111 shares; 2022Q1: 10,704 shares; 2022Q2: 10,902 shares; 2022Q3: 9,585 shares; 2022Q4: 10,882 shares 10,882 $6.08M 0.11% +1,297 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 249,962 shares; 2022Q1: 252,131 shares; 2022Q2: 232,147 shares; 2022Q3: 261,376 shares; 2022Q4: 303,428 shares 303,428 $6.02M 0.11% +42,052 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 179,597 shares; 2022Q3: 179,597 shares; 2022Q4: 179,483 shares 179,483 $6.01M 0.11% -114 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,785 shares; 2022Q1: 24,818 shares; 2022Q2: 25,565 shares; 2022Q3: 25,516 shares; 2022Q4: 22,600 shares 22,600 $6M 0.11% -2,916 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,885 shares; 2022Q1: 18,326 shares; 2022Q2: 18,906 shares; 2022Q3: 16,593 shares; 2022Q4: 17,417 shares 17,417 $5.86M 0.1% +824 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55,421 shares; 2022Q1: 52,895 shares; 2022Q2: 55,690 shares; 2022Q3: 54,269 shares; 2022Q4: 48,696 shares 48,696 $5.86M 0.1% -5,573 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 74,799 shares; 2022Q1: 74,809 shares; 2022Q2: 75,957 shares; 2022Q3: 100,458 shares; 2022Q4: 114,004 shares 114,004 $5.83M 0.1% +13,546 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,440 shares; 2022Q1: 12,624 shares; 2022Q2: 12,699 shares; 2022Q3: 12,247 shares; 2022Q4: 11,594 shares 11,594 $5.64M 0.1% -653 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,337 shares; 2022Q1: 33,090 shares; 2022Q2: 41,572 shares; 2022Q3: 33,032 shares; 2022Q4: 33,032 shares 33,032 $5.6M 0.1% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,681 shares; 2022Q1: 19,050 shares; 2022Q2: 19,137 shares; 2022Q3: 16,760 shares; 2022Q4: 16,427 shares 16,427 $5.55M 0.1% -333 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,416 shares; 2022Q1: 21,038 shares; 2022Q2: 21,424 shares; 2022Q3: 19,294 shares; 2022Q4: 19,765 shares 19,765 $5.27M 0.09% +471 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 106,811 shares; 2022Q1: 107,856 shares; 2022Q2: 115,047 shares; 2022Q3: 71,684 shares; 2022Q4: 73,183 shares 73,183 $5.27M 0.09% +1,499 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,814 shares; 2022Q1: 26,288 shares; 2022Q2: 27,236 shares; 2022Q3: 25,432 shares; 2022Q4: 24,565 shares 24,565 $5.26M 0.09% -867 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 128,842 shares; 2022Q1: 139,894 shares; 2022Q2: 149,160 shares; 2022Q3: 121,514 shares; 2022Q4: 130,929 shares 130,929 $5.16M 0.09% +9,415 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 230,319 shares; 2022Q1: 394,459 shares; 2022Q2: 395,192 shares; 2022Q3: 384,434 shares; 2022Q4: 386,097 shares 386,097 $5.08M 0.09% +1,663 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 71,185 shares; 2022Q1: 68,049 shares; 2022Q2: 47,988 shares; 2022Q3: 43,792 shares; 2022Q4: 43,009 shares 43,009 $5.08M 0.09% -783 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,703 shares; 2022Q1: 12,546 shares; 2022Q2: 12,588 shares; 2022Q3: 11,658 shares; 2022Q4: 11,808 shares 11,808 $5.06M 0.09% +150 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 152,967 shares; 2022Q1: 156,939 shares; 2022Q2: 134,148 shares; 2022Q3: 101,216 shares; 2022Q4: 100,429 shares 100,429 $5.06M 0.09% -787 BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 237,004 shares; 2022Q1: 234,247 shares; 2022Q2: 234,344 shares; 2022Q3: 248,026 shares; 2022Q4: 232,214 shares 232,214 $4.94M 0.09% -15,812 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 61,815 shares; 2022Q1: 81,985 shares; 2022Q2: 82,085 shares; 2022Q3: 76,045 shares; 2022Q4: 74,865 shares 74,865 $4.85M 0.09% -1,180 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,735 shares; 2022Q1: 14,461 shares; 2022Q2: 14,225 shares; 2022Q3: 14,090 shares; 2022Q4: 14,417 shares 14,417 $4.83M 0.09% +327 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 64,223 shares; 2022Q1: 74,824 shares; 2022Q2: 67,559 shares; 2022Q3: 63,488 shares; 2022Q4: 63,843 shares 63,843 $4.76M 0.09% +355 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 86,297 shares 86,297 $4.7M 0.08% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57,745 shares; 2022Q1: 77,635 shares; 2022Q2: 78,065 shares; 2022Q3: 72,305 shares; 2022Q4: 71,145 shares 71,145 $4.65M 0.08% -1,160 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,141 shares; 2022Q1: 56,397 shares; 2022Q2: 56,397 shares; 2022Q3: 61,487 shares; 2022Q4: 104,904 shares 104,904 $4.64M 0.08% +43,417 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,536 shares; 2022Q1: 25,494 shares; 2022Q2: 25,400 shares; 2022Q3: 22,303 shares; 2022Q4: 23,251 shares 23,251 $4.63M 0.08% +948 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,373 shares; 2022Q1: 10,087 shares; 2022Q2: 10,309 shares; 2022Q3: 8,879 shares; 2022Q4: 8,955 shares 8,955 $4.59M 0.08% +76 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,107 shares; 2022Q4: 53,659 shares 53,659 $4.55M 0.08% +50,552 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 62,128 shares; 2022Q1: 62,074 shares; 2022Q2: 61,442 shares; 2022Q3: 53,772 shares; 2022Q4: 56,643 shares 56,643 $4.51M 0.08% +2,871 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 49,036 shares; 2022Q1: 46,675 shares; 2022Q2: 46,647 shares; 2022Q3: 46,097 shares; 2022Q4: 48,179 shares 48,179 $4.49M 0.08% +2,082 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,379 shares; 2022Q1: 63,164 shares; 2022Q2: 62,089 shares; 2022Q3: 59,419 shares; 2022Q4: 59,565 shares 59,565 $4.44M 0.08% +146 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,207 shares; 2022Q1: 12,195 shares; 2022Q2: 12,302 shares; 2022Q3: 12,851 shares; 2022Q4: 13,503 shares 13,503 $4.4M 0.08% +652 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 187,584 shares; 2022Q1: 196,257 shares; 2022Q2: 197,984 shares; 2022Q3: 171,200 shares; 2022Q4: 166,614 shares 166,614 $4.4M 0.08% -4,586 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,830 shares; 2022Q1: 29,177 shares; 2022Q2: 28,035 shares; 2022Q3: 29,183 shares; 2022Q4: 28,805 shares 28,805 $4.37M 0.08% -378 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,826 shares; 2022Q1: 27,994 shares; 2022Q2: 28,504 shares; 2022Q3: 28,504 shares; 2022Q4: 28,504 shares 28,504 $4.37M 0.08% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 31,850 shares; 2022Q1: 31,850 shares; 2022Q2: 34,900 shares; 2022Q3: 31,850 shares; 2022Q4: 117,460 shares 117,460 $4.34M 0.08% +85,610 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 41,998 shares; 2022Q1: 41,951 shares; 2022Q2: 41,906 shares; 2022Q3: 41,910 shares; 2022Q4: 44,101 shares 44,101 $4.29M 0.08% +2,191 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 115,722 shares; 2022Q1: 115,833 shares; 2022Q2: 116,561 shares; 2022Q3: 116,911 shares; 2022Q4: 119,690 shares 119,690 $4.27M 0.08% +2,779 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 44,517 shares; 2022Q1: 46,740 shares; 2022Q2: 48,846 shares; 2022Q3: 37,640 shares; 2022Q4: 35,404 shares 35,404 $4.25M 0.08% -2,236 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 71,766 shares; 2022Q1: 69,933 shares; 2022Q2: 69,933 shares; 2022Q3: 69,933 shares; 2022Q4: 69,933 shares 69,933 $4.24M 0.08% 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 33,874 shares; 2022Q1: 34,046 shares; 2022Q2: 34,714 shares; 2022Q3: 28,686 shares; 2022Q4: 28,515 shares 28,515 $4.21M 0.08% -171 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,142 shares; 2022Q1: 19,184 shares; 2022Q2: 19,241 shares; 2022Q3: 17,033 shares; 2022Q4: 18,748 shares 18,748 $4.13M 0.07% +1,715 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 61,902 shares; 2022Q1: 62,752 shares; 2022Q2: 64,584 shares; 2022Q3: 59,695 shares; 2022Q4: 59,975 shares 59,975 $4.12M 0.07% +280 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,978 shares; 2022Q1: 11,468 shares; 2022Q2: 11,305 shares; 2022Q3: 11,523 shares; 2022Q4: 11,836 shares 11,836 $4.06M 0.07% +313 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,143 shares; 2022Q1: 15,377 shares; 2022Q2: 14,833 shares; 2022Q3: 12,316 shares; 2022Q4: 16,548 shares 16,548 $4.05M 0.07% +4,232 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,588 shares; 2022Q1: 15,735 shares; 2022Q2: 15,899 shares; 2022Q3: 15,989 shares; 2022Q4: 15,886 shares 15,886 $3.91M 0.07% -103 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,689 shares; 2022Q1: 20,817 shares; 2022Q2: 26,449 shares; 2022Q3: 28,784 shares; 2022Q4: 30,098 shares 30,098 $3.9M 0.07% +1,314 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 106,014 shares; 2022Q1: 100,475 shares; 2022Q2: 99,206 shares; 2022Q3: 81,668 shares; 2022Q4: 88,245 shares 88,245 $3.85M 0.07% +6,577 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,370 shares; 2022Q1: 24,661 shares; 2022Q2: 25,288 shares; 2022Q3: 25,097 shares; 2022Q4: 25,660 shares 25,660 $3.82M 0.07% +563 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,441 shares; 2022Q1: 22,467 shares; 2022Q2: 23,050 shares; 2022Q3: 21,191 shares; 2022Q4: 21,870 shares 21,870 $3.8M 0.07% +679 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,616 shares; 2022Q1: 15,678 shares; 2022Q2: 16,260 shares; 2022Q3: 15,892 shares; 2022Q4: 17,938 shares 17,938 $3.8M 0.07% +2,046 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,720 shares; 2022Q1: 4,481 shares; 2022Q2: 4,682 shares; 2022Q3: 4,736 shares; 2022Q4: 5,334 shares 5,334 $3.78M 0.07% +598 INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 104,922 shares; 2022Q1: 105,333 shares; 2022Q2: 98,983 shares; 2022Q3: 110,325 shares; 2022Q4: 110,862 shares 110,862 $3.69M 0.07% +537 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 60,186 shares; 2022Q1: 57,033 shares; 2022Q2: 49,522 shares; 2022Q3: 48,798 shares; 2022Q4: 47,529 shares 47,529 $3.68M 0.07% -1,269 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 53,746 shares; 2022Q1: 54,263 shares; 2022Q2: 56,284 shares; 2022Q3: 43,225 shares; 2022Q4: 43,918 shares 43,918 $3.66M 0.07% +693 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 37,171 shares; 2022Q1: 36,263 shares; 2022Q2: 38,169 shares; 2022Q3: 33,524 shares; 2022Q4: 33,001 shares 33,001 $3.63M 0.06% -523 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,525 shares; 2022Q1: 25,829 shares; 2022Q2: 19,165 shares; 2022Q3: 32,729 shares; 2022Q4: 54,762 shares 54,762 $3.61M 0.06% +22,033 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,106 shares; 2022Q1: 10,906 shares; 2022Q2: 4,262 shares; 2022Q3: 9,562 shares; 2022Q4: 20,360 shares 20,360 $3.53M 0.06% +10,798 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 175,548 shares; 2022Q1: 163,782 shares; 2022Q2: 183,141 shares; 2022Q3: 152,202 shares; 2022Q4: 191,213 shares 191,213 $3.52M 0.06% +39,011 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,746 shares; 2022Q1: 47,181 shares; 2022Q2: 51,231 shares; 2022Q3: 45,453 shares; 2022Q4: 40,899 shares 40,899 $3.48M 0.06% -4,554 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 54,088 shares; 2022Q1: 72,578 shares; 2022Q2: 70,552 shares; 2022Q3: 65,084 shares; 2022Q4: 75,626 shares 75,626 $3.46M 0.06% +10,542 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,034 shares; 2022Q1: 19,717 shares; 2022Q2: 20,016 shares; 2022Q3: 19,618 shares; 2022Q4: 20,361 shares 20,361 $3.37M 0.06% +743 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 150,114 shares; 2022Q1: 150,114 shares; 2022Q2: 150,114 shares; 2022Q3: 149,600 shares; 2022Q4: 139,076 shares 139,076 $3.35M 0.06% -10,524 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 36,380 shares; 2022Q1: 38,185 shares; 2022Q2: 32,200 shares; 2022Q3: 33,119 shares; 2022Q4: 34,072 shares 34,072 $3.27M 0.06% +953 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 36,443 shares; 2022Q1: 36,772 shares; 2022Q2: 37,468 shares; 2022Q3: 37,598 shares; 2022Q4: 45,029 shares 45,029 $3.22M 0.06% +7,431 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,464 shares; 2022Q1: 31,269 shares; 2022Q2: 32,078 shares; 2022Q3: 32,595 shares; 2022Q4: 36,297 shares 36,297 $3.12M 0.06% +3,702 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,963 shares; 2022Q1: 25,973 shares; 2022Q2: 42,393 shares; 2022Q3: 38,730 shares; 2022Q4: 41,924 shares 41,924 $3.11M 0.06% +3,194 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,320 shares; 2022Q1: 26,498 shares; 2022Q2: 26,670 shares; 2022Q3: 26,364 shares; 2022Q4: 26,370 shares 26,370 $3.07M 0.05% +6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,819 shares; 2022Q1: 62,714 shares; 2022Q2: 57,435 shares; 2022Q3: 50,001 shares; 2022Q4: 51,419 shares 51,419 $3.02M 0.05% +1,418 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,685 shares; 2022Q1: 18,137 shares; 2022Q2: 18,094 shares; 2022Q3: 19,032 shares; 2022Q4: 26,786 shares 26,786 $3.02M 0.05% +7,754 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,774 shares; 2022Q1: 9,581 shares; 2022Q2: 9,740 shares; 2022Q3: 9,358 shares; 2022Q4: 9,058 shares 9,058 $3M 0.05% -300 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,798 shares; 2022Q1: 29,123 shares; 2022Q2: 24,971 shares; 2022Q3: 23,033 shares; 2022Q4: 34,608 shares 34,608 $2.98M 0.05% +11,575 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,445 shares; 2022Q1: 5,288 shares; 2022Q2: 5,312 shares; 2022Q3: 5,180 shares; 2022Q4: 5,409 shares 5,409 $2.95M 0.05% +229 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,927 shares; 2022Q1: 9,958 shares; 2022Q2: 9,295 shares; 2022Q3: 14,033 shares; 2022Q4: 56,627 shares 56,627 $2.93M 0.05% +42,594 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 43,642 shares; 2022Q1: 44,822 shares; 2022Q2: 44,148 shares; 2022Q3: 43,937 shares; 2022Q4: 43,679 shares 43,679 $2.91M 0.05% -258 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,849 shares; 2022Q1: 15,984 shares; 2022Q2: 15,303 shares; 2022Q3: 15,580 shares; 2022Q4: 15,271 shares 15,271 $2.91M 0.05% -309 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,218 shares; 2022Q1: 11,818 shares; 2022Q2: 36,268 shares; 2022Q3: 55,972 shares; 2022Q4: 56,657 shares 56,657 $2.87M 0.05% +685 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 46,607 shares; 2022Q1: 48,946 shares; 2022Q2: 48,401 shares; 2022Q3: 41,576 shares; 2022Q4: 40,160 shares 40,160 $2.86M 0.05% -1,416 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,536 shares; 2022Q1: 15,569 shares; 2022Q2: 15,569 shares; 2022Q3: 15,569 shares; 2022Q4: 15,569 shares 15,569 $2.84M 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,831 shares; 2022Q1: 12,841 shares; 2022Q2: 12,851 shares; 2022Q3: 12,851 shares; 2022Q4: 12,884 shares 12,884 $2.84M 0.05% +33 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,231 shares; 2022Q1: 19,583 shares; 2022Q2: 20,313 shares; 2022Q3: 17,219 shares; 2022Q4: 17,204 shares 17,204 $2.82M 0.05% -15 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55,657 shares; 2022Q1: 56,652 shares; 2022Q2: 57,111 shares; 2022Q3: 57,106 shares; 2022Q4: 55,788 shares 55,788 $2.81M 0.05% -1,318 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,269 shares; 2022Q1: 46,654 shares; 2022Q2: 46,779 shares; 2022Q3: 39,253 shares; 2022Q4: 36,026 shares 36,026 $2.8M 0.05% -3,227 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,810 shares; 2022Q1: 35,812 shares; 2022Q2: 35,809 shares; 2022Q3: 35,981 shares; 2022Q4: 35,915 shares 35,915 $2.79M 0.05% -66 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,248 shares; 2022Q1: 15,254 shares; 2022Q2: 16,129 shares; 2022Q3: 16,454 shares; 2022Q4: 17,300 shares 17,300 $2.73M 0.05% +846 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 31,119 shares; 2022Q1: 31,478 shares; 2022Q2: 31,896 shares; 2022Q3: 19,890 shares; 2022Q4: 21,049 shares 21,049 $2.73M 0.05% +1,159 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,198 shares; 2022Q1: 7,136 shares; 2022Q2: 7,397 shares; 2022Q3: 7,168 shares; 2022Q4: 7,116 shares 7,116 $2.68M 0.05% -52 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,290 shares; 2022Q1: 1,315 shares; 2022Q2: 1,317 shares; 2022Q3: 1,278 shares; 2022Q4: 1,326 shares 1,326 $2.67M 0.05% +48 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,727 shares; 2022Q1: 27,283 shares; 2022Q2: 27,095 shares; 2022Q3: 18,427 shares; 2022Q4: 18,760 shares 18,760 $2.66M 0.05% +333 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 31,823 shares; 2022Q1: 32,059 shares; 2022Q2: 31,912 shares; 2022Q3: 31,909 shares; 2022Q4: 31,514 shares 31,514 $2.61M 0.05% -395 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,811 shares; 2022Q1: 6,938 shares; 2022Q2: 7,334 shares; 2022Q3: 6,702 shares; 2022Q4: 6,660 shares 6,660 $2.59M 0.05% -42 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 46,088 shares; 2022Q1: 46,088 shares; 2022Q2: 43,287 shares; 2022Q3: 25,072 shares; 2022Q4: 24,129 shares 24,129 $2.54M 0.05% -943 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,706 shares; 2022Q1: 5,750 shares; 2022Q2: 5,930 shares; 2022Q3: 5,774 shares; 2022Q4: 6,051 shares 6,051 $2.54M 0.05% +277 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,805 shares; 2022Q1: 20,943 shares; 2022Q2: 21,212 shares; 2022Q3: 17,603 shares; 2022Q4: 17,342 shares 17,342 $2.54M 0.05% -261 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,116 shares; 2022Q1: 13,257 shares; 2022Q2: 13,116 shares; 2022Q3: 13,116 shares; 2022Q4: 13,116 shares 13,116 $2.51M 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,511 shares; 2022Q1: 22,626 shares; 2022Q2: 16,036 shares; 2022Q3: 15,716 shares; 2022Q4: 15,711 shares 15,711 $2.49M 0.04% -5 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55,643 shares; 2022Q1: 53,248 shares; 2022Q2: 52,311 shares; 2022Q3: 52,337 shares; 2022Q4: 51,955 shares 51,955 $2.49M 0.04% -382 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,585 shares; 2022Q1: 25,125 shares; 2022Q2: 25,650 shares; 2022Q3: 21,941 shares; 2022Q4: 24,152 shares 24,152 $2.49M 0.04% +2,211 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,565 shares; 2022Q1: 10,255 shares; 2022Q2: 10,617 shares; 2022Q3: 9,269 shares; 2022Q4: 9,251 shares 9,251 $2.45M 0.04% -18 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,082 shares; 2022Q1: 20,092 shares; 2022Q2: 18,536 shares; 2022Q3: 18,071 shares; 2022Q4: 18,060 shares 18,060 $2.45M 0.04% -11 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,314 shares; 2022Q1: 13,257 shares; 2022Q2: 16,149 shares; 2022Q3: 14,319 shares; 2022Q4: 17,485 shares 17,485 $2.45M 0.04% +3,166 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,331 shares; 2022Q1: 15,473 shares; 2022Q2: 16,050 shares; 2022Q3: 13,916 shares; 2022Q4: 12,943 shares 12,943 $2.43M 0.04% -973 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,410 shares; 2022Q1: 37,264 shares; 2022Q2: 38,151 shares; 2022Q3: 35,845 shares; 2022Q4: 37,319 shares 37,319 $2.42M 0.04% +1,474 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,290 shares; 2022Q1: 21,290 shares; 2022Q2: 29,735 shares; 2022Q3: 29,313 shares; 2022Q4: 33,238 shares 33,238 $2.4M 0.04% +3,925 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 69,087 shares; 2022Q1: 66,026 shares; 2022Q2: 62,164 shares; 2022Q3: 51,424 shares; 2022Q4: 57,491 shares 57,491 $2.37M 0.04% +6,067 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,146 shares; 2022Q1: 4,196 shares; 2022Q2: 4,195 shares; 2022Q3: 4,223 shares; 2022Q4: 4,251 shares 4,251 $2.36M 0.04% +28 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 94,172 shares 94,172 $2.33M 0.04% new 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,250 shares; 2022Q1: 10,105 shares; 2022Q2: 10,593 shares; 2022Q3: 7,526 shares; 2022Q4: 7,564 shares 7,564 $2.33M 0.04% +38 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,024 shares; 2022Q1: 17,127 shares; 2022Q2: 18,027 shares; 2022Q3: 16,738 shares; 2022Q4: 18,247 shares 18,247 $2.31M 0.04% +1,509 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 46,816 shares; 2022Q1: 43,327 shares; 2022Q2: 31,098 shares; 2022Q3: 23,028 shares; 2022Q4: 22,156 shares 22,156 $2.31M 0.04% -872 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39,088 shares; 2022Q1: 39,951 shares; 2022Q2: 40,435 shares; 2022Q3: 34,810 shares; 2022Q4: 34,776 shares 34,776 $2.29M 0.04% -34 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,375 shares; 2022Q1: 21,717 shares; 2022Q2: 21,604 shares; 2022Q3: 16,671 shares; 2022Q4: 16,816 shares 16,816 $2.28M 0.04% +145 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,156 shares; 2022Q1: 17,350 shares; 2022Q2: 19,098 shares; 2022Q3: 17,243 shares; 2022Q4: 17,132 shares 17,132 $2.27M 0.04% -111 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 72,091 shares; 2022Q1: 84,841 shares; 2022Q2: 72,181 shares; 2022Q3: 71,997 shares; 2022Q4: 61,478 shares 61,478 $2.27M 0.04% -10,519 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,929 shares; 2022Q1: 33,801 shares; 2022Q2: 32,512 shares; 2022Q3: 32,641 shares; 2022Q4: 28,713 shares 28,713 $2.26M 0.04% -3,928 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,668 shares; 2022Q1: 22,523 shares; 2022Q2: 23,716 shares; 2022Q3: 23,724 shares; 2022Q4: 24,233 shares 24,233 $2.25M 0.04% +509 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,880 shares; 2022Q1: 8,122 shares; 2022Q2: 8,347 shares; 2022Q3: 8,443 shares; 2022Q4: 9,030 shares 9,030 $2.24M 0.04% +587 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,925 shares; 2022Q1: 50,925 shares; 2022Q2: 50,925 shares; 2022Q3: 50,925 shares; 2022Q4: 50,925 shares 50,925 $2.24M 0.04% 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,846 shares; 2022Q1: 9,873 shares; 2022Q2: 9,862 shares; 2022Q3: 8,740 shares; 2022Q4: 8,581 shares 8,581 $2.18M 0.04% -159 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 69,283 shares 69,283 $2.18M 0.04% new 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,661 shares; 2022Q1: 14,173 shares; 2022Q2: 15,461 shares; 2022Q3: 17,073 shares; 2022Q4: 10,061 shares 10,061 $2.14M 0.04% -7,012 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 56,518 shares; 2022Q1: 56,431 shares; 2022Q2: 56,431 shares; 2022Q3: 55,110 shares; 2022Q4: 54,758 shares 54,758 $2.14M 0.04% -352 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,072 shares; 2022Q1: 12,663 shares; 2022Q2: 12,319 shares; 2022Q3: 13,123 shares; 2022Q4: 13,601 shares 13,601 $2.13M 0.04% +478 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,812 shares; 2022Q1: 27,877 shares; 2022Q2: 27,877 shares; 2022Q3: 28,630 shares; 2022Q4: 28,338 shares 28,338 $2.13M 0.04% -292 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,270 shares; 2022Q1: 11,327 shares; 2022Q2: 11,617 shares; 2022Q3: 13,117 shares; 2022Q4: 13,471 shares 13,471 $2.11M 0.04% +354 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,732 shares; 2022Q1: 5,788 shares; 2022Q2: 5,590 shares; 2022Q3: 5,590 shares; 2022Q4: 5,624 shares 5,624 $2.11M 0.04% +34 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,029 shares; 2022Q1: 6,029 shares; 2022Q2: 12,456 shares; 2022Q3: 12,045 shares; 2022Q4: 10,494 shares 10,494 $2.1M 0.04% -1,551 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,258 shares; 2022Q1: 25,258 shares; 2022Q2: 25,290 shares; 2022Q3: 23,973 shares; 2022Q4: 23,973 shares 23,973 $2.09M 0.04% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,425 shares; 2022Q1: 6,598 shares; 2022Q2: 6,982 shares; 2022Q3: 6,991 shares; 2022Q4: 7,188 shares 7,188 $2.08M 0.04% +197 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 161,446 shares; 2022Q1: 162,361 shares; 2022Q2: 172,392 shares; 2022Q3: 175,138 shares; 2022Q4: 177,243 shares 177,243 $2.06M 0.04% +2,105 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,356 shares; 2022Q1: 29,356 shares; 2022Q2: 29,356 shares; 2022Q3: 29,356 shares; 2022Q4: 29,356 shares 29,356 $2.01M 0.04% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,172 shares; 2022Q1: 41,805 shares; 2022Q2: 198,705 shares; 2022Q3: 40,426 shares; 2022Q4: 40,428 shares 40,428 $1.99M 0.04% +2 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 52,848 shares; 2022Q1: 149,462 shares; 2022Q2: 152,728 shares; 2022Q3: 52,889 shares; 2022Q4: 52,189 shares 52,189 $1.98M 0.04% -700 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 31,915 shares; 2022Q1: 31,991 shares; 2022Q2: 32,443 shares; 2022Q3: 29,908 shares; 2022Q4: 30,109 shares 30,109 $1.98M 0.04% +201 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,031 shares; 2022Q1: 21,447 shares; 2022Q2: 18,647 shares; 2022Q3: 21,216 shares; 2022Q4: 23,522 shares 23,522 $1.97M 0.04% +2,306 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 791 shares; 2022Q1: 806 shares; 2022Q2: 821 shares; 2022Q3: 796 shares; 2022Q4: 796 shares 796 $1.96M 0.04% 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,715 shares; 2022Q1: 51,293 shares; 2022Q2: 51,293 shares; 2022Q3: 48,824 shares; 2022Q4: 48,824 shares 48,824 $1.93M 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,414 shares; 2022Q1: 47,072 shares; 2022Q2: 54,596 shares; 2022Q3: 51,595 shares; 2022Q4: 42,229 shares 42,229 $1.91M 0.03% -9,366 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 42,383 shares; 2022Q1: 44,723 shares; 2022Q2: 47,967 shares; 2022Q3: 49,629 shares; 2022Q4: 44,281 shares 44,281 $1.91M 0.03% -5,348 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 31,840 shares; 2022Q2: 34,064 shares; 2022Q3: 32,466 shares; 2022Q4: 33,417 shares 33,417 $1.9M 0.03% +951 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,215 shares; 2022Q1: 6,374 shares; 2022Q2: 6,522 shares; 2022Q3: 6,042 shares; 2022Q4: 6,320 shares 6,320 $1.9M 0.03% +278 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 161,898 shares; 2022Q1: 161,898 shares; 2022Q2: 170,470 shares; 2022Q3: 159,722 shares; 2022Q4: 158,502 shares 158,502 $1.88M 0.03% -1,220 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,090 shares; 2022Q1: 32,736 shares; 2022Q2: 33,505 shares; 2022Q3: 32,940 shares; 2022Q4: 30,638 shares 30,638 $1.88M 0.03% -2,302 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,245 shares; 2022Q1: 2,236 shares; 2022Q2: 2,241 shares; 2022Q3: 2,146 shares; 2022Q4: 2,218 shares 2,218 $1.87M 0.03% +72 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55,637 shares; 2022Q1: 56,357 shares; 2022Q2: 54,063 shares; 2022Q3: 56,112 shares; 2022Q4: 60,154 shares 60,154 $1.86M 0.03% +4,042 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,276 shares; 2022Q1: 41,116 shares; 2022Q2: 48,589 shares; 2022Q3: 33,440 shares; 2022Q4: 39,417 shares 39,417 $1.86M 0.03% +5,977 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,559 shares; 2022Q1: 48,289 shares; 2022Q2: 44,310 shares; 2022Q3: 46,199 shares; 2022Q4: 44,878 shares 44,878 $1.85M 0.03% -1,321 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39,943 shares; 2022Q1: 65,398 shares; 2022Q2: 41,953 shares; 2022Q3: 45,094 shares; 2022Q4: 40,680 shares 40,680 $1.85M 0.03% -4,414 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,664 shares; 2022Q1: 23,210 shares; 2022Q2: 23,411 shares; 2022Q3: 23,000 shares; 2022Q4: 23,804 shares 23,804 $1.82M 0.03% +804 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,090 shares; 2022Q1: 26,171 shares; 2022Q2: 25,591 shares; 2022Q3: 22,563 shares; 2022Q4: 23,812 shares 23,812 $1.81M 0.03% +1,249 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,860 shares; 2022Q1: 34,753 shares; 2022Q2: 14,874 shares; 2022Q3: 13,136 shares; 2022Q4: 12,884 shares 12,884 $1.81M 0.03% -252 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,076 shares; 2022Q1: 32,445 shares; 2022Q2: 33,646 shares; 2022Q3: 27,603 shares; 2022Q4: 24,946 shares 24,946 $1.79M 0.03% -2,657 Timeline 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 207,310 shares; 2022Q1: 207,310 shares; 2022Q2: 196,900 shares; 2022Q3: 127,950 shares; 2022Q4: 69,290 shares 69,290 $1.78M 0.03% -58,660 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,025 shares; 2022Q1: 6,828 shares; 2022Q2: 7,427 shares; 2022Q3: 6,215 shares; 2022Q4: 7,183 shares 7,183 $1.78M 0.03% +968 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,371 shares; 2022Q1: 8,375 shares; 2022Q2: 8,842 shares; 2022Q3: 7,184 shares; 2022Q4: 7,483 shares 7,483 $1.78M 0.03% +299 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,508 shares; 2022Q1: 3,548 shares; 2022Q2: 13,425 shares; 2022Q3: 8,955 shares; 2022Q4: 8,700 shares 8,700 $1.76M 0.03% -255 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,005 shares; 2022Q1: 3,044 shares; 2022Q2: 3,260 shares; 2022Q3: 3,226 shares; 2022Q4: 3,432 shares 3,432 $1.76M 0.03% +206 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,797 shares; 2022Q1: 4,901 shares; 2022Q2: 4,918 shares; 2022Q3: 4,739 shares; 2022Q4: 5,173 shares 5,173 $1.75M 0.03% +434 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,190 shares; 2022Q1: 6,218 shares; 2022Q2: 6,187 shares; 2022Q3: 6,319 shares; 2022Q4: 6,288 shares 6,288 $1.75M 0.03% -31 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,240 shares; 2022Q1: 9,658 shares; 2022Q2: 10,328 shares; 2022Q3: 9,100 shares; 2022Q4: 9,340 shares 9,340 $1.75M 0.03% +240 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,450 shares; 2022Q1: 52,740 shares; 2022Q2: 40,850 shares; 2022Q3: 9,000 shares; 2022Q4: 31,357 shares 31,357 $1.73M 0.03% +22,357 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,536 shares; 2022Q1: 11,033 shares; 2022Q2: 11,319 shares; 2022Q3: 10,968 shares; 2022Q4: 9,959 shares 9,959 $1.72M 0.03% -1,009 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,382 shares; 2022Q1: 21,093 shares; 2022Q2: 26,656 shares; 2022Q3: 19,860 shares; 2022Q4: 22,989 shares 22,989 $1.71M 0.03% +3,129 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,215 shares; 2022Q1: 15,117 shares; 2022Q2: 16,131 shares; 2022Q3: 17,690 shares; 2022Q4: 17,431 shares 17,431 $1.66M 0.03% -259 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 52,154 shares; 2022Q1: 50,680 shares; 2022Q2: 51,788 shares; 2022Q3: 44,868 shares; 2022Q4: 48,502 shares 48,502 $1.63M 0.03% +3,634 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,847 shares; 2022Q1: 37,279 shares; 2022Q2: 39,969 shares; 2022Q3: 50,208 shares; 2022Q4: 47,139 shares 47,139 $1.63M 0.03% -3,069 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,410 shares; 2022Q1: 2,444 shares; 2022Q2: 2,547 shares; 2022Q3: 2,426 shares; 2022Q4: 2,489 shares 2,489 $1.63M 0.03% +63 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,415 shares; 2022Q1: 10,066 shares; 2022Q2: 12,277 shares; 2022Q3: 11,015 shares; 2022Q4: 12,009 shares 12,009 $1.63M 0.03% +994 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,386 shares; 2022Q1: 19,386 shares; 2022Q2: 19,386 shares; 2022Q3: 19,386 shares; 2022Q4: 19,386 shares 19,386 $1.62M 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 114,254 shares; 2022Q1: 131,144 shares; 2022Q2: 153,604 shares; 2022Q3: 152,797 shares; 2022Q4: 27,087 shares 27,087 $1.61M 0.03% -125,710 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,693 shares; 2022Q1: 13,693 shares; 2022Q2: 13,693 shares; 2022Q3: 13,693 shares; 2022Q4: 15,118 shares 15,118 $1.59M 0.03% +1,425 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,155 shares; 2022Q1: 14,289 shares; 2022Q2: 14,828 shares; 2022Q3: 15,078 shares; 2022Q4: 15,474 shares 15,474 $1.56M 0.03% +396 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,265 shares; 2022Q1: 17,489 shares; 2022Q2: 16,918 shares; 2022Q3: 13,500 shares; 2022Q4: 15,074 shares 15,074 $1.55M 0.03% +1,574 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,868 shares; 2022Q1: 8,413 shares; 2022Q2: 8,230 shares; 2022Q3: 8,741 shares; 2022Q4: 10,619 shares 10,619 $1.55M 0.03% +1,878 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,928 shares; 2022Q1: 30,398 shares; 2022Q2: 33,966 shares; 2022Q3: 33,976 shares; 2022Q4: 33,987 shares 33,987 $1.52M 0.03% +11 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,751 shares; 2022Q1: 29,611 shares; 2022Q2: 29,851 shares; 2022Q3: 25,198 shares; 2022Q4: 20,994 shares 20,994 $1.52M 0.03% -4,204 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,860 shares; 2022Q1: 1,911 shares; 2022Q2: 1,871 shares; 2022Q3: 2,029 shares; 2022Q4: 2,085 shares 2,085 $1.5M 0.03% +56 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,465 shares; 2022Q1: 24,165 shares; 2022Q2: 48,095 shares; 2022Q3: 38,325 shares; 2022Q4: 38,245 shares 38,245 $1.49M 0.03% -80 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 243,554 shares; 2022Q1: 255,413 shares; 2022Q2: 161,756 shares; 2022Q3: 101,961 shares; 2022Q4: 31,806 shares 31,806 $1.49M 0.03% -70,155 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,142 shares; 2022Q1: 11,715 shares; 2022Q2: 11,007 shares; 2022Q3: 12,235 shares; 2022Q4: 12,613 shares 12,613 $1.48M 0.03% +378 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,742 shares; 2022Q1: 27,821 shares; 2022Q2: 32,731 shares; 2022Q3: 32,731 shares; 2022Q4: 31,703 shares 31,703 $1.47M 0.03% -1,028 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,370 shares; 2022Q1: 4,416 shares; 2022Q2: 4,317 shares; 2022Q3: 4,448 shares; 2022Q4: 4,690 shares 4,690 $1.46M 0.03% +242 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,994 shares; 2022Q1: 10,221 shares; 2022Q2: 10,229 shares; 2022Q3: 9,661 shares; 2022Q4: 9,738 shares 9,738 $1.46M 0.03% +77 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,973 shares; 2022Q1: 17,091 shares; 2022Q2: 17,069 shares; 2022Q3: 17,165 shares; 2022Q4: 17,518 shares 17,518 $1.45M 0.03% +353 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,217 shares; 2022Q1: 3,264 shares; 2022Q2: 3,671 shares; 2022Q3: 3,603 shares; 2022Q4: 3,556 shares 3,556 $1.45M 0.03% -47 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,379 shares; 2022Q1: 12,592 shares; 2022Q2: 12,520 shares; 2022Q3: 10,631 shares; 2022Q4: 11,254 shares 11,254 $1.44M 0.03% +623 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,660 shares; 2022Q1: 4,711 shares; 2022Q2: 4,984 shares; 2022Q3: 5,269 shares; 2022Q4: 5,447 shares 5,447 $1.4M 0.03% +178 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,447 shares; 2022Q1: 11,618 shares; 2022Q2: 11,619 shares; 2022Q3: 10,528 shares; 2022Q4: 13,962 shares 13,962 $1.39M 0.02% +3,434 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,426 shares; 2022Q1: 18,864 shares; 2022Q2: 18,581 shares; 2022Q3: 18,275 shares; 2022Q4: 17,692 shares 17,692 $1.39M 0.02% -583 Timeline GNR 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,110 shares; 2022Q1: 35,411 shares; 2022Q2: 35,411 shares; 2022Q3: 24,110 shares; 2022Q4: 24,110 shares 24,110 $1.37M 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,628 shares; 2022Q1: 19,896 shares; 2022Q2: 16,794 shares; 2022Q3: 16,437 shares; 2022Q4: 18,610 shares 18,610 $1.37M 0.02% +2,173 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,197 shares; 2022Q1: 8,392 shares; 2022Q2: 8,614 shares; 2022Q3: 7,559 shares; 2022Q4: 8,130 shares 8,130 $1.37M 0.02% +571 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,149 shares; 2022Q1: 5,898 shares; 2022Q2: 6,098 shares; 2022Q3: 5,955 shares; 2022Q4: 5,896 shares 5,896 $1.37M 0.02% -59 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,429 shares; 2022Q1: 20,394 shares; 2022Q2: 15,595 shares; 2022Q3: 14,384 shares; 2022Q4: 11,760 shares 11,760 $1.36M 0.02% -2,624 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,149 shares; 2022Q1: 3,348 shares; 2022Q2: 3,375 shares; 2022Q3: 2,728 shares; 2022Q4: 3,471 shares 3,471 $1.35M 0.02% +743 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,303 shares; 2022Q1: 4,880 shares; 2022Q2: 5,064 shares; 2022Q3: 5,092 shares; 2022Q4: 5,561 shares 5,561 $1.35M 0.02% +469 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,031 shares; 2022Q1: 2,967 shares; 2022Q2: 2,979 shares; 2022Q3: 2,998 shares; 2022Q4: 2,980 shares 2,980 $1.35M 0.02% -18 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,134 shares; 2022Q1: 16,880 shares; 2022Q2: 17,069 shares; 2022Q3: 17,424 shares; 2022Q4: 17,580 shares 17,580 $1.35M 0.02% +156 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,647 shares; 2022Q1: 9,582 shares; 2022Q2: 10,070 shares; 2022Q3: 10,334 shares; 2022Q4: 11,386 shares 11,386 $1.32M 0.02% +1,052 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,905 shares; 2022Q1: 7,869 shares; 2022Q2: 8,200 shares; 2022Q3: 8,091 shares; 2022Q4: 8,149 shares 8,149 $1.31M 0.02% +58 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,866 shares; 2022Q1: 8,735 shares; 2022Q2: 9,016 shares; 2022Q3: 7,524 shares; 2022Q4: 7,713 shares 7,713 $1.3M 0.02% +189 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,961 shares; 2022Q1: 5,166 shares; 2022Q2: 5,187 shares; 2022Q3: 5,502 shares; 2022Q4: 5,754 shares 5,754 $1.29M 0.02% +252 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,985 shares; 2022Q1: 8,118 shares; 2022Q2: 8,717 shares; 2022Q3: 9,925 shares; 2022Q4: 9,796 shares 9,796 $1.29M 0.02% -129 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,300 shares; 2022Q1: 33,657 shares; 2022Q2: 48,663 shares; 2022Q3: 37,509 shares; 2022Q4: 39,158 shares 39,158 $1.29M 0.02% +1,649 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,969 shares; 2022Q1: 30,969 shares; 2022Q2: 30,969 shares; 2022Q3: 30,969 shares; 2022Q4: 17,328 shares 17,328 $1.29M 0.02% -13,641 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,801 shares; 2022Q1: 25,474 shares; 2022Q2: 26,065 shares; 2022Q3: 25,101 shares; 2022Q4: 25,709 shares 25,709 $1.28M 0.02% +608 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 44,810 shares; 2022Q1: 45,120 shares; 2022Q2: 45,312 shares; 2022Q3: 34,244 shares; 2022Q4: 34,627 shares 34,627 $1.28M 0.02% +383 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,423 shares; 2022Q1: 12,786 shares; 2022Q2: 12,771 shares; 2022Q3: 12,306 shares; 2022Q4: 12,964 shares 12,964 $1.27M 0.02% +658 SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,368 shares; 2022Q1: 7,658 shares; 2022Q2: 7,408 shares; 2022Q3: 7,724 shares; 2022Q4: 8,027 shares 8,027 $1.24M 0.02% +303 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,465 shares; 2022Q1: 12,628 shares; 2022Q2: 12,271 shares; 2022Q3: 12,597 shares; 2022Q4: 12,464 shares 12,464 $1.24M 0.02% -133 Timeline DALI 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,926 shares; 2022Q1: 59,926 shares; 2022Q2: 50,925 shares; 2022Q3: 50,925 shares; 2022Q4: 50,925 shares 50,925 $1.24M 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,560 shares; 2022Q1: 11,327 shares; 2022Q2: 15,749 shares; 2022Q3: 12,202 shares; 2022Q4: 17,519 shares 17,519 $1.23M 0.02% +5,317 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,411 shares; 2022Q1: 18,284 shares; 2022Q2: 17,037 shares; 2022Q3: 19,237 shares; 2022Q4: 19,637 shares 19,637 $1.21M 0.02% +400 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,116 shares; 2022Q1: 4,120 shares; 2022Q2: 4,400 shares; 2022Q3: 4,160 shares; 2022Q4: 4,686 shares 4,686 $1.21M 0.02% +526 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,657 shares; 2022Q1: 11,909 shares; 2022Q2: 12,219 shares; 2022Q3: 12,134 shares; 2022Q4: 12,122 shares 12,122 $1.2M 0.02% -12 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100,000 shares; 2022Q1: 100,000 shares; 2022Q2: 100,000 shares; 2022Q3: 100,000 shares; 2022Q4: 100,000 shares 100,000 $1.19M 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,528 shares; 2022Q1: 18,441 shares; 2022Q2: 19,216 shares; 2022Q3: 13,547 shares; 2022Q4: 10,871 shares 10,871 $1.19M 0.02% -2,676 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,350 shares; 2022Q1: 41,829 shares; 2022Q2: 27,840 shares; 2022Q3: 53,069 shares; 2022Q4: 53,069 shares 53,069 $1.19M 0.02% 0 Timeline VGK 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,537 shares; 2022Q1: 20,537 shares; 2022Q2: 19,628 shares; 2022Q3: 21,980 shares; 2022Q4: 21,313 shares 21,313 $1.18M 0.02% -667 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 155,292 shares; 2022Q1: 57,003 shares; 2022Q2: 54,273 shares; 2022Q3: 54,273 shares; 2022Q4: 54,273 shares 54,273 $1.18M 0.02% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,122 shares; 2022Q1: 27,361 shares; 2022Q2: 23,552 shares; 2022Q3: 22,678 shares; 2022Q4: 23,471 shares 23,471 $1.17M 0.02% +793 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,668 shares; 2022Q1: 19,243 shares; 2022Q2: 19,969 shares; 2022Q3: 16,274 shares; 2022Q4: 13,886 shares 13,886 $1.17M 0.02% -2,388 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,319 shares; 2022Q1: 5,994 shares; 2022Q2: 10,878 shares; 2022Q3: 10,733 shares; 2022Q4: 10,877 shares 10,877 $1.16M 0.02% +144 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,223 shares; 2022Q1: 4,244 shares; 2022Q2: 4,291 shares; 2022Q3: 4,172 shares; 2022Q4: 4,188 shares 4,188 $1.16M 0.02% +16 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,500 shares; 2022Q1: 47,500 shares; 2022Q2: 46,977 shares; 2022Q3: 46,977 shares; 2022Q4: 46,977 shares 46,977 $1.16M 0.02% 0 Timeline PROTERRA INC PROTERRA INC More: the full row for PROTERRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 306,301 shares; 2022Q2: 306,376 shares; 2022Q3: 306,301 shares; 2022Q4: 306,301 shares 306,301 $1.15M 0.02% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,792 shares; 2022Q1: 5,193 shares; 2022Q2: 5,921 shares; 2022Q3: 4,179 shares; 2022Q4: 4,603 shares 4,603 $1.13M 0.02% +424 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,575 shares; 2022Q1: 7,777 shares; 2022Q2: 8,007 shares; 2022Q3: 7,484 shares; 2022Q4: 7,587 shares 7,587 $1.13M 0.02% +103 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,637 shares; 2022Q1: 33,190 shares; 2022Q2: 29,843 shares; 2022Q3: 26,206 shares; 2022Q4: 29,622 shares 29,622 $1.13M 0.02% +3,416 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 62,652 shares; 2022Q1: 65,828 shares; 2022Q2: 68,179 shares; 2022Q3: 66,411 shares; 2022Q4: 62,112 shares 62,112 $1.12M 0.02% -4,299 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,088 shares; 2022Q1: 3,286 shares; 2022Q2: 3,241 shares; 2022Q3: 3,382 shares; 2022Q4: 3,998 shares 3,998 $1.12M 0.02% +616 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,504 shares; 2022Q1: 6,442 shares; 2022Q2: 6,764 shares; 2022Q3: 6,821 shares; 2022Q4: 6,254 shares 6,254 $1.12M 0.02% -567 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,801 shares; 2022Q1: 3,893 shares; 2022Q2: 4,283 shares; 2022Q3: 4,506 shares; 2022Q4: 4,640 shares 4,640 $1.11M 0.02% +134 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,515 shares; 2022Q1: 13,228 shares; 2022Q2: 13,842 shares; 2022Q3: 9,606 shares; 2022Q4: 10,966 shares 10,966 $1.11M 0.02% +1,360 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,878 shares; 2022Q1: 21,900 shares; 2022Q2: 21,431 shares; 2022Q3: 22,165 shares; 2022Q4: 23,948 shares 23,948 $1.11M 0.02% +1,783 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,527 shares; 2022Q1: 14,159 shares; 2022Q2: 15,109 shares; 2022Q3: 16,899 shares; 2022Q4: 17,563 shares 17,563 $1.11M 0.02% +664 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,466 shares; 2022Q1: 15,653 shares; 2022Q2: 16,384 shares; 2022Q3: 13,956 shares; 2022Q4: 7,519 shares 7,519 $1.09M 0.02% -6,437 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,949 shares; 2022Q1: 25,625 shares; 2022Q2: 25,327 shares; 2022Q3: 22,703 shares; 2022Q4: 21,138 shares 21,138 $1.08M 0.02% -1,565 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,235 shares; 2022Q1: 2,272 shares; 2022Q2: 2,280 shares; 2022Q3: 2,359 shares; 2022Q4: 2,486 shares 2,486 $1.07M 0.02% +127 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,492 shares; 2022Q1: 27,492 shares; 2022Q2: 27,492 shares; 2022Q3: 27,492 shares; 2022Q4: 27,492 shares 27,492 $1.07M 0.02% 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,639 shares; 2022Q1: 4,835 shares; 2022Q2: 5,329 shares; 2022Q3: 7,110 shares; 2022Q4: 5,951 shares 5,951 $1.07M 0.02% -1,159 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,345 shares; 2022Q1: 4,168 shares; 2022Q2: 4,445 shares; 2022Q3: 4,488 shares; 2022Q4: 4,581 shares 4,581 $1.06M 0.02% +93 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 36,359 shares; 2022Q1: 39,261 shares; 2022Q2: 40,577 shares; 2022Q3: 32,046 shares; 2022Q4: 33,139 shares 33,139 $1.06M 0.02% +1,093 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 64,655 shares; 2022Q1: 60,016 shares; 2022Q2: 27,285 shares; 2022Q3: 124,640 shares; 2022Q4: 34,576 shares 34,576 $1.06M 0.02% -90,064 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,180 shares; 2022Q1: 12,533 shares; 2022Q2: 12,648 shares; 2022Q3: 8,558 shares; 2022Q4: 7,533 shares 7,533 $1.05M 0.02% -1,025 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,546 shares; 2022Q1: 7,210 shares; 2022Q2: 8,007 shares; 2022Q3: 7,735 shares; 2022Q4: 7,373 shares 7,373 $1.04M 0.02% -362 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,028 shares; 2022Q1: 4,695 shares; 2022Q2: 5,271 shares; 2022Q3: 5,573 shares; 2022Q4: 6,008 shares 6,008 $1.04M 0.02% +435 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,866 shares; 2022Q1: 3,909 shares; 2022Q2: 4,020 shares; 2022Q3: 3,413 shares; 2022Q4: 5,848 shares 5,848 $1.04M 0.02% +2,435 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,440 shares; 2022Q1: 1,458 shares; 2022Q2: 702 shares; 2022Q3: 727 shares; 2022Q4: 720 shares 720 $1.04M 0.02% -7 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,465 shares; 2022Q1: 12,682 shares; 2022Q2: 14,901 shares; 2022Q3: 15,265 shares; 2022Q4: 16,786 shares 16,786 $1.03M 0.02% +1,521 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,708 shares; 2022Q1: 1,735 shares; 2022Q2: 1,770 shares; 2022Q3: 1,729 shares; 2022Q4: 1,881 shares 1,881 $1.03M 0.02% +152 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39,506 shares; 2022Q1: 48,585 shares; 2022Q2: 48,692 shares; 2022Q3: 35,152 shares; 2022Q4: 47,649 shares 47,649 $1.03M 0.02% +12,497 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,095 shares; 2022Q1: 22,276 shares; 2022Q2: 21,163 shares; 2022Q3: 23,635 shares; 2022Q4: 23,739 shares 23,739 $1.03M 0.02% +104 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,731 shares; 2022Q1: 9,913 shares; 2022Q2: 10,392 shares; 2022Q3: 10,530 shares; 2022Q4: 10,221 shares 10,221 $1.02M 0.02% -309 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,268 shares; 2022Q1: 15,584 shares; 2022Q2: 14,510 shares; 2022Q3: 14,103 shares; 2022Q4: 13,727 shares 13,727 $1.02M 0.02% -376 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,474 shares; 2022Q1: 20,751 shares; 2022Q2: 21,124 shares; 2022Q3: 21,902 shares; 2022Q4: 22,812 shares 22,812 $1.02M 0.02% +910 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,248 shares; 2022Q1: 7,605 shares; 2022Q2: 7,595 shares; 2022Q3: 7,857 shares; 2022Q4: 7,942 shares 7,942 $1.01M 0.02% +85 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,308 shares; 2022Q1: 20,876 shares; 2022Q2: 22,047 shares; 2022Q3: 17,041 shares; 2022Q4: 18,793 shares 18,793 $1M 0.02% +1,752 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,538 shares; 2022Q1: 16,004 shares; 2022Q2: 15,828 shares; 2022Q3: 9,813 shares; 2022Q4: 12,271 shares 12,271 $1M 0.02% +2,458 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,643 shares; 2022Q1: 5,942 shares; 2022Q2: 6,557 shares; 2022Q3: 6,326 shares; 2022Q4: 7,359 shares 7,359 $996K 0.02% +1,033 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,402 shares; 2022Q1: 9,606 shares; 2022Q2: 9,745 shares; 2022Q3: 9,537 shares; 2022Q4: 10,705 shares 10,705 $995K 0.02% +1,168 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,710 shares; 2022Q1: 27,013 shares; 2022Q2: 26,398 shares; 2022Q3: 25,953 shares; 2022Q4: 26,572 shares 26,572 $993K 0.02% +619 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,496 shares; 2022Q1: 22,413 shares; 2022Q2: 23,493 shares; 2022Q3: 12,793 shares; 2022Q4: 11,823 shares 11,823 $991K 0.02% -970 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,431 shares; 2022Q1: 11,540 shares; 2022Q2: 43,800 shares; 2022Q3: 40,979 shares; 2022Q4: 39,989 shares 39,989 $989K 0.02% -990 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,471 shares; 2022Q1: 6,471 shares; 2022Q2: 6,691 shares; 2022Q3: 10,809 shares; 2022Q4: 10,809 shares 10,809 $987K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,284 shares; 2022Q1: 5,954 shares; 2022Q2: 6,192 shares; 2022Q3: 7,297 shares; 2022Q4: 7,276 shares 7,276 $984K 0.02% -21 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,033 shares; 2022Q1: 7,885 shares; 2022Q2: 8,015 shares; 2022Q3: 7,936 shares; 2022Q4: 7,808 shares 7,808 $982K 0.02% -128 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,489 shares; 2022Q1: 1,507 shares; 2022Q2: 1,538 shares; 2022Q3: 1,508 shares; 2022Q4: 1,636 shares 1,636 $979K 0.02% +128 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,522 shares; 2022Q1: 9,088 shares; 2022Q2: 6,252 shares; 2022Q3: 6,117 shares; 2022Q4: 6,975 shares 6,975 $979K 0.02% +858 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 31,687 shares; 2022Q1: 32,229 shares; 2022Q2: 36,462 shares; 2022Q3: 28,979 shares; 2022Q4: 21,498 shares 21,498 $979K 0.02% -7,481 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,224 shares; 2022Q1: 23,495 shares; 2022Q2: 23,651 shares; 2022Q3: 22,777 shares; 2022Q4: 23,435 shares 23,435 $972K 0.02% +658 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,994 shares; 2022Q1: 26,763 shares; 2022Q2: 29,794 shares; 2022Q3: 24,449 shares; 2022Q4: 29,556 shares 29,556 $970K 0.02% +5,107 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,663 shares; 2022Q1: 13,758 shares; 2022Q2: 13,961 shares; 2022Q3: 13,893 shares; 2022Q4: 12,889 shares 12,889 $969K 0.02% -1,004 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,163 shares; 2022Q1: 4,166 shares; 2022Q2: 4,413 shares; 2022Q3: 3,139 shares; 2022Q4: 3,430 shares 3,430 $961K 0.02% +291 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,758 shares; 2022Q1: 9,577 shares; 2022Q2: 9,744 shares; 2022Q3: 12,518 shares; 2022Q4: 12,948 shares 12,948 $961K 0.02% +430 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,213 shares; 2022Q1: 2,435 shares; 2022Q2: 2,452 shares; 2022Q3: 2,497 shares; 2022Q4: 2,402 shares 2,402 $961K 0.02% -95 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,788 shares; 2022Q1: 9,739 shares; 2022Q2: 9,516 shares; 2022Q3: 9,307 shares; 2022Q4: 9,013 shares 9,013 $959K 0.02% -294 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,159 shares; 2022Q1: 4,578 shares; 2022Q2: 4,728 shares; 2022Q3: 5,395 shares; 2022Q4: 5,333 shares 5,333 $959K 0.02% -62 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,362 shares; 2022Q1: 24,514 shares; 2022Q2: 22,754 shares; 2022Q3: 20,106 shares; 2022Q4: 18,762 shares 18,762 $956K 0.02% -1,344 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 37,899 shares; 2022Q1: 35,912 shares; 2022Q2: 35,499 shares; 2022Q3: 35,196 shares; 2022Q4: 35,195 shares 35,195 $953K 0.02% -1 CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,317 shares; 2022Q1: 19,882 shares; 2022Q2: 19,103 shares; 2022Q3: 16,311 shares; 2022Q4: 16,455 shares 16,455 $941K 0.02% +144 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,707 shares; 2022Q1: 24,670 shares; 2022Q2: 24,670 shares; 2022Q3: 24,670 shares; 2022Q4: 24,670 shares 24,670 $939K 0.02% 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,356 shares; 2022Q1: 12,514 shares; 2022Q2: 12,944 shares; 2022Q3: 12,465 shares; 2022Q4: 13,204 shares 13,204 $928K 0.02% +739 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,538 shares; 2022Q1: 2,532 shares; 2022Q2: 2,618 shares; 2022Q3: 2,584 shares; 2022Q4: 2,599 shares 2,599 $924K 0.02% +15 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,669 shares 7,669 $923K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,962 shares; 2022Q1: 8,821 shares; 2022Q2: 9,311 shares; 2022Q3: 7,543 shares; 2022Q4: 15,062 shares 15,062 $917K 0.02% +7,519 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,116 shares; 2022Q1: 8,261 shares; 2022Q2: 8,634 shares; 2022Q3: 8,678 shares; 2022Q4: 9,764 shares 9,764 $915K 0.02% +1,086 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 53,416 shares 53,416 $914K 0.02% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,986 shares; 2022Q1: 9,839 shares; 2022Q2: 11,427 shares; 2022Q3: 12,167 shares; 2022Q4: 13,210 shares 13,210 $913K 0.02% +1,043 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,316 shares; 2022Q1: 10,434 shares; 2022Q2: 10,591 shares; 2022Q3: 10,604 shares; 2022Q4: 10,266 shares 10,266 $913K 0.02% -338 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,160 shares; 2022Q1: 7,170 shares; 2022Q2: 7,606 shares; 2022Q3: 7,321 shares; 2022Q4: 7,454 shares 7,454 $909K 0.02% +133 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,007 shares; 2022Q1: 21,285 shares; 2022Q2: 28,827 shares; 2022Q3: 28,006 shares; 2022Q4: 22,139 shares 22,139 $901K 0.02% -5,867 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,254 shares; 2022Q1: 10,254 shares; 2022Q2: 10,254 shares; 2022Q3: 10,234 shares; 2022Q4: 8,126 shares 8,126 $901K 0.02% -2,108 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,099 shares; 2022Q1: 30,397 shares; 2022Q2: 31,339 shares; 2022Q3: 36,630 shares; 2022Q4: 25,796 shares 25,796 $893K 0.02% -10,834 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,194 shares; 2022Q1: 22,234 shares; 2022Q2: 22,023 shares; 2022Q3: 23,113 shares; 2022Q4: 14,319 shares 14,319 $883K 0.02% -8,794 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,804 shares; 2022Q1: 24,235 shares; 2022Q2: 21,940 shares; 2022Q3: 22,177 shares; 2022Q4: 22,486 shares 22,486 $870K 0.02% +309 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,311 shares; 2022Q1: 4,333 shares; 2022Q2: 4,657 shares; 2022Q3: 5,119 shares; 2022Q4: 5,070 shares 5,070 $867K 0.02% -49 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,163 shares; 2022Q1: 4,359 shares; 2022Q2: 4,486 shares; 2022Q3: 4,580 shares; 2022Q4: 4,584 shares 4,584 $864K 0.02% +4 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,592 shares; 2022Q1: 2,593 shares; 2022Q2: 2,814 shares; 2022Q3: 2,756 shares; 2022Q4: 2,954 shares 2,954 $860K 0.02% +198 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,739 shares; 2022Q1: 19,963 shares; 2022Q2: 19,523 shares; 2022Q3: 17,449 shares; 2022Q4: 10,438 shares 10,438 $859K 0.02% -7,011 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,612 shares; 2022Q1: 7,333 shares; 2022Q2: 7,458 shares; 2022Q3: 7,201 shares; 2022Q4: 7,524 shares 7,524 $852K 0.02% +323 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,441 shares; 2022Q1: 3,511 shares; 2022Q2: 18,830 shares; 2022Q3: 17,570 shares; 2022Q4: 17,411 shares 17,411 $851K 0.02% -159 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,198 shares; 2022Q1: 4,449 shares; 2022Q2: 4,388 shares; 2022Q3: 4,192 shares; 2022Q4: 4,086 shares 4,086 $851K 0.02% -106 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,823 shares; 2022Q1: 13,170 shares; 2022Q2: 14,030 shares; 2022Q3: 13,974 shares; 2022Q4: 13,169 shares 13,169 $846K 0.02% -805 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,815 shares; 2022Q1: 16,595 shares; 2022Q2: 17,688 shares; 2022Q3: 9,345 shares; 2022Q4: 10,906 shares 10,906 $846K 0.02% +1,561 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,752 shares; 2022Q1: 5,888 shares; 2022Q2: 6,115 shares; 2022Q3: 5,737 shares; 2022Q4: 6,028 shares 6,028 $845K 0.02% +291 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40,578 shares; 2022Q1: 41,317 shares; 2022Q2: 36,415 shares; 2022Q3: 31,844 shares; 2022Q4: 48,462 shares 48,462 $844K 0.02% +16,618 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,385 shares; 2022Q1: 5,055 shares; 2022Q2: 5,118 shares; 2022Q3: 5,114 shares; 2022Q4: 5,083 shares 5,083 $842K 0.02% -31 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,943 shares; 2022Q1: 9,893 shares; 2022Q2: 9,893 shares; 2022Q3: 23,588 shares; 2022Q4: 9,893 shares 9,893 $839K 0.02% -13,695 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,023 shares; 2022Q1: 11,314 shares; 2022Q2: 13,309 shares; 2022Q3: 11,391 shares; 2022Q4: 12,740 shares 12,740 $837K 0.01% +1,349 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,384 shares; 2022Q1: 4,382 shares; 2022Q2: 4,886 shares; 2022Q3: 5,144 shares; 2022Q4: 6,103 shares 6,103 $835K 0.01% +959 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,154 shares; 2022Q1: 9,752 shares; 2022Q2: 10,064 shares; 2022Q3: 10,146 shares; 2022Q4: 10,131 shares 10,131 $831K 0.01% -15 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 593 shares; 2022Q1: 855 shares; 2022Q2: 850 shares; 2022Q3: 610 shares; 2022Q4: 598 shares 598 $830K 0.01% -12 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,990 shares; 2022Q1: 10,186 shares; 2022Q2: 13,793 shares; 2022Q3: 14,992 shares; 2022Q4: 12,928 shares 12,928 $829K 0.01% -2,064 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,331 shares; 2022Q1: 2,363 shares; 2022Q2: 2,623 shares; 2022Q3: 2,280 shares; 2022Q4: 2,582 shares 2,582 $824K 0.01% +302 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,438 shares; 2022Q1: 5,526 shares; 2022Q2: 5,527 shares; 2022Q3: 5,582 shares; 2022Q4: 5,362 shares 5,362 $817K 0.01% -220 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,809 shares; 2022Q1: 1,754 shares; 2022Q2: 1,693 shares; 2022Q3: 1,696 shares; 2022Q4: 1,755 shares 1,755 $816K 0.01% +59 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,814 shares; 2022Q1: 5,773 shares; 2022Q2: 6,334 shares; 2022Q3: 6,409 shares; 2022Q4: 8,510 shares 8,510 $811K 0.01% +2,101 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,328 shares; 2022Q1: 16,604 shares; 2022Q2: 15,650 shares; 2022Q3: 17,337 shares; 2022Q4: 17,131 shares 17,131 $811K 0.01% -206 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,439 shares; 2022Q1: 20,358 shares; 2022Q2: 24,558 shares; 2022Q3: 20,358 shares; 2022Q4: 20,326 shares 20,326 $810K 0.01% -32 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,113 shares; 2022Q1: 13,693 shares; 2022Q2: 10,807 shares; 2022Q3: 10,807 shares; 2022Q4: 36,057 shares 36,057 $809K 0.01% +25,250 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,701 shares; 2022Q1: 4,730 shares; 2022Q2: 4,938 shares; 2022Q3: 3,697 shares; 2022Q4: 3,492 shares 3,492 $798K 0.01% -205 MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,744 shares; 2022Q1: 3,895 shares; 2022Q2: 4,127 shares; 2022Q3: 3,888 shares; 2022Q4: 3,676 shares 3,676 $796K 0.01% -212 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,605 shares; 2022Q1: 8,753 shares; 2022Q2: 8,593 shares; 2022Q3: 9,741 shares; 2022Q4: 10,328 shares 10,328 $795K 0.01% +587 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,166 shares; 2022Q1: 1,226 shares; 2022Q2: 1,250 shares; 2022Q3: 1,056 shares; 2022Q4: 1,112 shares 1,112 $792K 0.01% +56 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,130 shares; 2022Q1: 1,172 shares; 2022Q2: 1,123 shares; 2022Q3: 1,276 shares; 2022Q4: 1,239 shares 1,239 $780K 0.01% -37 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,053 shares; 2022Q1: 4,804 shares; 2022Q2: 5,387 shares; 2022Q3: 7,627 shares; 2022Q4: 7,770 shares 7,770 $776K 0.01% +143 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,512 shares; 2022Q1: 17,606 shares; 2022Q2: 17,299 shares; 2022Q3: 15,982 shares; 2022Q4: 13,543 shares 13,543 $772K 0.01% -2,439 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,935 shares; 2022Q1: 25,935 shares; 2022Q2: 25,935 shares; 2022Q3: 25,935 shares; 2022Q4: 25,935 shares 25,935 $770K 0.01% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,755 shares; 2022Q1: 5,105 shares; 2022Q2: 6,942 shares; 2022Q3: 5,537 shares; 2022Q4: 6,217 shares 6,217 $760K 0.01% +680 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,827 shares; 2022Q1: 17,721 shares; 2022Q2: 16,695 shares; 2022Q3: 14,460 shares; 2022Q4: 13,940 shares 13,940 $759K 0.01% -520 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,661 shares; 2022Q1: 8,747 shares; 2022Q2: 16,488 shares; 2022Q3: 11,024 shares; 2022Q4: 11,169 shares 11,169 $757K 0.01% +145 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,550 shares; 2022Q1: 23,770 shares; 2022Q2: 29,830 shares; 2022Q3: 17,680 shares; 2022Q4: 10,710 shares 10,710 $754K 0.01% -6,970 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 49,492 shares; 2022Q1: 52,975 shares; 2022Q2: 56,367 shares; 2022Q3: 40,264 shares; 2022Q4: 27,923 shares 27,923 $750K 0.01% -12,341 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,048 shares; 2022Q1: 10,112 shares; 2022Q2: 10,159 shares; 2022Q3: 10,159 shares; 2022Q4: 11,154 shares 11,154 $750K 0.01% +995 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,763 shares; 2022Q1: 6,215 shares; 2022Q2: 5,897 shares; 2022Q3: 5,911 shares; 2022Q4: 5,929 shares 5,929 $740K 0.01% +18 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,202 shares; 2022Q1: 7,686 shares; 2022Q2: 4,348 shares; 2022Q3: 3,798 shares; 2022Q4: 4,168 shares 4,168 $737K 0.01% +370 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,882 shares; 2022Q1: 6,636 shares; 2022Q2: 6,989 shares; 2022Q3: 4,506 shares; 2022Q4: 7,196 shares 7,196 $737K 0.01% +2,690 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,621 shares; 2022Q1: 8,525 shares; 2022Q2: 8,293 shares; 2022Q3: 6,351 shares; 2022Q4: 6,407 shares 6,407 $736K 0.01% +56 STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,925 shares; 2022Q1: 6,513 shares; 2022Q2: 6,167 shares; 2022Q3: 6,254 shares; 2022Q4: 7,462 shares 7,462 $729K 0.01% +1,208 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,520 shares; 2022Q1: 6,860 shares; 2022Q2: 8,911 shares; 2022Q3: 8,887 shares; 2022Q4: 8,752 shares 8,752 $727K 0.01% -135 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,735 shares; 2022Q1: 8,880 shares; 2022Q2: 9,132 shares; 2022Q3: 7,311 shares; 2022Q4: 9,513 shares 9,513 $721K 0.01% +2,202 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 43,820 shares; 2022Q1: 43,820 shares; 2022Q2: 40,210 shares; 2022Q3: 40,210 shares; 2022Q4: 17,440 shares 17,440 $719K 0.01% -22,770 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 7,545 shares; 2022Q2: 7,506 shares; 2022Q3: 7,435 shares; 2022Q4: 8,157 shares 8,157 $703K 0.01% +722 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,284 shares; 2022Q1: 9,316 shares; 2022Q2: 9,684 shares; 2022Q3: 9,738 shares; 2022Q4: 9,748 shares 9,748 $700K 0.01% +10 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,271 shares; 2022Q1: 12,146 shares; 2022Q2: 12,815 shares; 2022Q3: 8,464 shares; 2022Q4: 7,821 shares 7,821 $692K 0.01% -643 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,764 shares; 2022Q1: 7,724 shares; 2022Q2: 6,028 shares; 2022Q3: 6,266 shares; 2022Q4: 4,896 shares 4,896 $692K 0.01% -1,370 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,066 shares; 2022Q1: 15,092 shares; 2022Q2: 17,578 shares; 2022Q3: 18,138 shares; 2022Q4: 23,754 shares 23,754 $683K 0.01% +5,616 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,721 shares; 2022Q1: 2,837 shares; 2022Q2: 4,224 shares; 2022Q3: 2,904 shares; 2022Q4: 3,334 shares 3,334 $683K 0.01% +430 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30,000 shares; 2022Q4: 30,000 shares 30,000 $670K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,295 shares; 2022Q1: 2,375 shares; 2022Q2: 13,745 shares; 2022Q3: 6,446 shares; 2022Q4: 6,429 shares 6,429 $661K 0.01% -17 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,037 shares; 2022Q1: 27,027 shares; 2022Q2: 25,987 shares; 2022Q3: 24,956 shares; 2022Q4: 26,852 shares 26,852 $660K 0.01% +1,896 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,223 shares; 2022Q1: 15,120 shares; 2022Q2: 14,486 shares; 2022Q3: 9,171 shares; 2022Q4: 10,416 shares 10,416 $659K 0.01% +1,245 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,959 shares; 2022Q1: 5,227 shares; 2022Q2: 5,745 shares; 2022Q3: 5,694 shares; 2022Q4: 7,349 shares 7,349 $655K 0.01% +1,655 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,520 shares; 2022Q1: 10,846 shares; 2022Q2: 11,210 shares; 2022Q3: 10,743 shares; 2022Q4: 9,796 shares 9,796 $655K 0.01% -947 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 38,037 shares; 2022Q1: 43,144 shares; 2022Q2: 43,375 shares; 2022Q3: 47,889 shares; 2022Q4: 54,943 shares 54,943 $654K 0.01% +7,054 IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,675 shares; 2022Q1: 1,690 shares; 2022Q2: 1,658 shares; 2022Q3: 1,753 shares; 2022Q4: 1,942 shares 1,942 $653K 0.01% +189 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,360 shares; 2022Q1: 31,003 shares; 2022Q2: 26,288 shares; 2022Q3: 20,973 shares; 2022Q4: 45,732 shares 45,732 $645K 0.01% +24,759 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,646 shares; 2022Q1: 14,017 shares; 2022Q2: 19,167 shares; 2022Q3: 15,760 shares; 2022Q4: 16,366 shares 16,366 $644K 0.01% +606 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,838 shares; 2022Q1: 7,956 shares; 2022Q2: 8,098 shares; 2022Q3: 8,179 shares; 2022Q4: 7,655 shares 7,655 $642K 0.01% -524 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,144 shares; 2022Q1: 9,144 shares; 2022Q2: 9,741 shares; 2022Q3: 9,741 shares; 2022Q4: 9,741 shares 9,741 $640K 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,511 shares; 2022Q1: 8,945 shares; 2022Q2: 8,906 shares; 2022Q3: 9,601 shares; 2022Q4: 9,966 shares 9,966 $638K 0.01% +365 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,641 shares; 2022Q1: 18,641 shares; 2022Q2: 18,641 shares; 2022Q3: 18,641 shares; 2022Q4: 18,641 shares 18,641 $637K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,857 shares; 2022Q1: 6,440 shares; 2022Q2: 6,985 shares; 2022Q3: 7,030 shares; 2022Q4: 4,249 shares 4,249 $636K 0.01% -2,781 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,587 shares; 2022Q1: 22,480 shares; 2022Q2: 22,607 shares; 2022Q3: 23,386 shares; 2022Q4: 22,276 shares 22,276 $634K 0.01% -1,110 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,127 shares; 2022Q4: 5,259 shares 5,259 $631K 0.01% -868 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,162 shares; 2022Q1: 14,924 shares; 2022Q2: 15,194 shares; 2022Q3: 15,220 shares; 2022Q4: 15,118 shares 15,118 $622K 0.01% -102 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,816 shares; 2022Q1: 14,816 shares; 2022Q2: 14,816 shares; 2022Q3: 14,816 shares; 2022Q4: 14,816 shares 14,816 $616K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,279 shares; 2022Q1: 9,333 shares; 2022Q2: 9,511 shares; 2022Q3: 9,457 shares; 2022Q4: 11,164 shares 11,164 $616K 0.01% +1,707 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,372 shares; 2022Q1: 7,484 shares; 2022Q2: 7,673 shares; 2022Q3: 7,398 shares; 2022Q4: 7,596 shares 7,596 $612K 0.01% +198 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,319 shares; 2022Q1: 1,389 shares; 2022Q2: 4,627 shares; 2022Q3: 4,828 shares; 2022Q4: 5,397 shares 5,397 $611K 0.01% +569 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,492 shares; 2022Q1: 3,574 shares; 2022Q2: 3,472 shares; 2022Q3: 3,641 shares; 2022Q4: 3,449 shares 3,449 $608K 0.01% -192 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,790 shares; 2022Q1: 14,790 shares; 2022Q2: 14,790 shares; 2022Q3: 14,790 shares; 2022Q4: 14,790 shares 14,790 $606K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,609 shares; 2022Q1: 4,327 shares; 2022Q2: 4,151 shares; 2022Q3: 3,297 shares; 2022Q4: 3,268 shares 3,268 $604K 0.01% -29 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,931 shares; 2022Q1: 11,931 shares; 2022Q2: 11,931 shares; 2022Q3: 11,931 shares; 2022Q4: 11,931 shares 11,931 $599K 0.01% 0 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,858 shares; 2022Q1: 8,558 shares; 2022Q2: 8,464 shares; 2022Q3: 8,342 shares; 2022Q4: 9,557 shares 9,557 $595K 0.01% +1,215 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 14,347 shares; 2022Q4: 17,189 shares 17,189 $594K 0.01% +2,842 Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,172 shares; 2022Q1: 2,198 shares; 2022Q2: 2,164 shares; 2022Q3: 2,206 shares; 2022Q4: 2,452 shares 2,452 $592K 0.01% +246 MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 5,614 shares; 2022Q2: 5,015 shares; 2022Q3: 10,389 shares; 2022Q4: 12,468 shares 12,468 $592K 0.01% +2,079 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,350 shares; 2022Q1: 27,351 shares; 2022Q2: 27,364 shares; 2022Q3: 27,377 shares; 2022Q4: 27,386 shares 27,386 $592K 0.01% +9 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,125 shares; 2022Q1: 7,227 shares; 2022Q2: 7,273 shares; 2022Q3: 7,357 shares; 2022Q4: 7,384 shares 7,384 $590K 0.01% +27 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,927 shares; 2022Q1: 4,630 shares; 2022Q2: 4,889 shares; 2022Q3: 4,889 shares; 2022Q4: 4,880 shares 4,880 $588K 0.01% -9 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,678 shares; 2022Q4: 1,768 shares 1,768 $586K 0.01% +90 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 105,814 shares; 2022Q1: 135,096 shares; 2022Q2: 135,096 shares; 2022Q3: 135,096 shares; 2022Q4: 135,096 shares 135,096 $584K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,587 shares; 2022Q1: 4,108 shares; 2022Q2: 4,833 shares; 2022Q3: 5,540 shares; 2022Q4: 5,174 shares 5,174 $582K 0.01% -366 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,523 shares; 2022Q1: 20,814 shares; 2022Q2: 20,814 shares; 2022Q3: 20,314 shares; 2022Q4: 31,314 shares 31,314 $578K 0.01% +11,000 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,914 shares; 2022Q1: 8,497 shares; 2022Q2: 8,373 shares; 2022Q3: 6,232 shares; 2022Q4: 7,749 shares 7,749 $577K 0.01% +1,517 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,351 shares; 2022Q1: 1,110 shares; 2022Q2: 1,071 shares; 2022Q3: 1,105 shares; 2022Q4: 1,230 shares 1,230 $577K 0.01% +125 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,705 shares; 2022Q1: 4,991 shares; 2022Q2: 6,501 shares; 2022Q3: 4,705 shares; 2022Q4: 5,105 shares 5,105 $575K 0.01% +400 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,320 shares; 2022Q1: 3,677 shares; 2022Q2: 3,858 shares; 2022Q3: 4,016 shares; 2022Q4: 5,116 shares 5,116 $573K 0.01% +1,100 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,620 shares; 2022Q1: 4,762 shares; 2022Q2: 4,982 shares; 2022Q3: 4,872 shares; 2022Q4: 4,442 shares 4,442 $573K 0.01% -430 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,147 shares; 2022Q1: 4,143 shares; 2022Q2: 4,946 shares; 2022Q3: 5,422 shares; 2022Q4: 6,320 shares 6,320 $572K 0.01% +898 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,343 shares; 2022Q1: 6,132 shares; 2022Q2: 7,884 shares; 2022Q3: 8,760 shares; 2022Q4: 8,201 shares 8,201 $572K 0.01% -559 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 93,580 shares; 2022Q1: 99,160 shares; 2022Q2: 99,160 shares; 2022Q3: 82,590 shares; 2022Q4: 43,566 shares 43,566 $572K 0.01% -39,024 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,412 shares 9,412 $568K 0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,084 shares; 2022Q1: 12,322 shares; 2022Q2: 12,263 shares; 2022Q3: 12,466 shares; 2022Q4: 13,605 shares 13,605 $566K 0.01% +1,139 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,709 shares; 2022Q1: 5,771 shares; 2022Q2: 6,130 shares; 2022Q3: 6,290 shares; 2022Q4: 6,290 shares 6,290 $562K 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,274 shares; 2022Q1: 8,835 shares; 2022Q2: 8,270 shares; 2022Q3: 8,318 shares; 2022Q4: 7,854 shares 7,854 $560K 0.01% -464 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,637 shares; 2022Q1: 5,951 shares; 2022Q2: 6,265 shares; 2022Q3: 6,383 shares; 2022Q4: 8,533 shares 8,533 $559K 0.01% +2,150 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,112 shares; 2022Q1: 7,235 shares; 2022Q2: 7,495 shares; 2022Q3: 7,493 shares; 2022Q4: 7,680 shares 7,680 $557K 0.01% +187 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,407 shares; 2022Q1: 9,354 shares; 2022Q2: 9,772 shares; 2022Q3: 7,261 shares; 2022Q4: 8,933 shares 8,933 $557K 0.01% +1,672 Timeline