Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 727.5K | 3.7M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 272.4K | 1.4M | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 233.1K | 1.2M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 114.3K | 588.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 111.2K | 572.9K | 0.1% |
| iShares Trust-iShares Russell 2000 Growth ETF | Apr 30, 2026 | 95.4K | 491.5K | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 101.4K | 522.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Apr 30, 2026 | 60.2K | 310.2K | 0.1% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 58.5K | 301.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Apr 30, 2026 | 37.5K | 193.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.