Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 4.4M | 52.3M | 0.4% |
| MFS Series Trust VI-MFS Utilities Fund | Jul 31, 2025 | 4.3M | 50.8M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.9M | 33.9M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 2.1M | 25.0M | 0.2% |
| iShares Trust-iShares Global Clean Energy ETF | Sep 30, 2025 | 1.9M | 22.1M | 0.2% |
| MFS VARIABLE INSURANCE TRUST-MFS Utilities Series | Sep 30, 2025 | 1.6M | 19.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 1.1M | 13.0M | 0.1% |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | Sep 30, 2025 | 1.1M | 12.8M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 1.1M | 12.6M | 0.1% |
| First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF | Sep 30, 2025 | 1.0M | 11.9M | 0.1% |
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