Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Sep 30, 2025 | 905K | 46.6M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 776.3K | 39.9M | 1.0% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jul 31, 2025 | 610.5K | 31.4M | 0.8% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 521.0K | 26.8M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 488.6K | 25.1M | 0.6% |
| SPDR INDEX SHARES FUNDS-SPDR(R) S&P(R) Global Natural Resources ETF | Oct 31, 2025 | 392.2K | 20.2M | 0.5% |
| T. Rowe Price Real Assets Fund, Inc. | Sep 30, 2025 | 305.4K | 15.7M | 0.4% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | Sep 30, 2025 | 286.5K | 14.7M | 0.4% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Sep 30, 2025 | 245.2K | 12.6M | 0.3% |
| iShares Trust-iShares U.S. Infrastructure ETF | Sep 30, 2025 | 235.7K | 12.1M | 0.3% |
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