Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 727.5K | 4.4M | 0.6% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 396.7K | 2.4M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 233.1K | 1.4M | 0.2% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jun 30, 2026 | 120.3K | 720.4K | 0.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Apr 30, 2026 | 115.8K | 693.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2026 | 111.2K | 666.4K | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 99.9K | 598.4K | 0.1% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 58.5K | 350.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | May 31, 2026 | 60.2K | 360.8K | 0.1% |
| iShares Trust-iShares Russell 2000 Value ETF | Jun 30, 2026 | 41.4K | 247.8K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.