Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox International Stock Fund | Dec 31, 2017 | 20.5M | 1.3B | 1.6% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 14.2M | 972.9M | 1.1% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 9.1M | 478.1M | 0.7% |
| Europacific Growth Fund | Jun 30, 2018 | 6.8M | 357.2M | 0.5% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 6.3M | 331.5M | 0.5% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 5.7M | 360.6M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 5.6M | 295.0M | 0.5% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 5.3M | 346.4M | 0.4% |
| Income Fund of America Inc | Jun 30, 2018 | 4.7M | 248.7M | 0.4% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 3.8M | 198.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.