Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 4.5M | 211.7M | 1.3% |
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 4.4M | 231.7M | 1.3% |
| Price (T.Rowe) Value Fund | Jun 30, 2018 | 3.6M | 190.3M | 1.0% |
| Price (T.Rowe) International Value Equity Fund | Jun 30, 2018 | 2.1M | 111.2M | 0.6% |
| Ivy International Core Equity Fund | Dec 31, 2017 | 2.1M | 99.6M | 0.6% |
| Price (T.Rowe) Overseas Stock Fund | Jun 30, 2018 | 2.0M | 105.6M | 0.6% |
| John Hancock Mutual Fds III-International Growth Fd | Jun 30, 2018 | 2.0M | 104.5M | 0.6% |
| Price (T.Rowe) International Stock Fund | Jun 30, 2018 | 1.9M | 101.6M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 1.8M | 86.3M | 0.5% |
| Ivy Core Equity Fund | Dec 31, 2017 | 1.7M | 81.1M | 0.5% |
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Holders
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Ultra plan.