Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.3M | 12.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.8M | 5.8M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.4M | 2.9M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 712.5K | 1.5M | 0.2% |
| Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF | Sep 30, 2025 | 693.4K | 1.4M | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 509.5K | 1.0M | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 383.6K | 782.6K | 0.1% |
| VANGUARD WORLD FUND-Vanguard Industrials Index Fund | Aug 31, 2025 | 218.3K | 445.4K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Sep 30, 2025 | 95.0K | 193.8K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 93.7K | 191.1K | 0.0% |
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