Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder, Inc. | Jun 30, 2018 | 11.9M | 440.1M | 1.3% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 11.4M | 427.7M | 1.3% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 9.2M | 340.8M | 1.0% |
| Price (T.Rowe) Value Fund | Jun 30, 2018 | 8.4M | 309.9M | 0.9% |
| American Mutual Fund Inc | Jun 30, 2018 | 8.0M | 293.3M | 0.9% |
| Tortoise MLP & Pipeline Fund | May 31, 2018 | 6.9M | 248.2M | 0.8% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 6.5M | 212.3M | 0.7% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 5.4M | 174.5M | 0.6% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 5M | 184.3M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 4.6M | 186.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.