Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 29.1M | 1.4B | 1.1% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 17.9M | 846.4M | 0.7% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 13.0M | 671.6M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 12.1M | 624.8M | 0.5% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 11.8M | 546.8M | 0.5% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 9.4M | 486.8M | 0.4% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 8.1M | 420.2M | 0.3% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 8.4M | 433.2M | 0.3% |
| Fidelity Series International Value Fund | Jun 30, 2018 | 7.7M | 395.9M | 0.3% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 7.4M | 379.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.