Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 474.2K | 801.5K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 234.1K | 395.7K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 60.7K | 102.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 60.4K | 102.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 23.2K | 39.2K | 0.0% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jul 31, 2025 | 15K | 25.4K | 0.0% |
| Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex | Jul 31, 2025 | 3.3K | 5.6K | 0.0% |
| STATE STREET Inst. INVESTMENT TRT-State Street Balncd Index Fd. | Sep 30, 2025 | 493 | 833 | 0 |
| John Hancock Variable Insurance Trust-Total Stock Market Index Trust | Sep 30, 2025 | 996 | 1.7K | 0 |
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