Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio | Dec 31, 2017 | 69.1M | 341.6M | 3.4% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 18.6M | 91.3M | 0.9% |
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 10.9M | 53.7M | 0.5% |
| MainStay Epoch Global Equity Yield Fd | Jan 31, 2018 | 10.4M | 51.0M | 0.5% |
| Northern Multi-Manager Global Listed Infrastructure Fd | Jun 30, 2018 | 7.9M | 35.7M | 0.4% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 7.5M | 37.0M | 0.4% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 7.1M | 32.0M | 0.3% |
| John Hancock Mutal Fds III-Global Shareholder Yield Fd | Jun 30, 2018 | 6.4M | 28.6M | 0.3% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 4.8M | 21.5M | 0.2% |
| iShares International Select Dividend ETF | Jun 30, 2018 | 3.7M | 16.5M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.