Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 764.7K | 802.9K | 0.2% |
| 1290 Funds-1290 Essex Small Cap Growth Fund | Jul 31, 2025 | 469.2K | 492.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 399.3K | 419.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 109.4K | 114.9K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 99.8K | 104.8K | 0.0% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Sep 30, 2025 | 94.8K | 99.5K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 67.6K | 70.9K | 0.0% |
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Holders
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Ultra plan.