Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 22.3K | 51.7K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 10.5K | 24.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 9.5K | 22.1K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 7.8K | 18.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 6.1K | 14.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 2.2K | 5.1K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 2.6K | 5.9K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Dec 31, 2025 | 418 | 969 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.