Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 614.7K | 2.9M | 0.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2026 | 396.3K | 1.9M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 238.7K | 1.1M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2026 | 199.9K | 951.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2026 | 166.3K | 791.7K | 0.2% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2026 | 100.6K | 478.8K | 0.1% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2026 | 105.5K | 502.2K | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2026 | 99.0K | 471.4K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2026 | 95.6K | 454.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2026 | 63.1K | 300.2K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.