Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 204.4K | 408.8K | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 74.1K | 148.2K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jul 31, 2026 | 39.4K | 78.8K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jul 31, 2026 | 10.8K | 21.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jul 31, 2026 | 9.4K | 18.8K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Jun 30, 2026 | 4.4K | 8.7K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Jun 30, 2026 | 2.8K | 5.7K | 0.0% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Apr 30, 2026 | 1.7K | 3.3K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.