Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 154.9K | 495.6K | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 108.3K | 346.4K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2025 | 81.6K | 261.3K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Apr 30, 2025 | 25.3K | 80.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Apr 30, 2025 | 21.1K | 67.5K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Apr 30, 2025 | 17.2K | 54.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Apr 30, 2025 | 4.0K | 12.8K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Mar 31, 2025 | 1.7K | 5.4K | 0.0% |
| Guggenheim Active Allocation Fund | Feb 28, 2025 | 17 | 54 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.