Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-Health Care Fund | Jan 31, 2018 | 35.9M | 2.1B | 2.8% |
| Income Fund of America Inc | Jun 30, 2018 | 18.5M | 1.1B | 1.5% |
| Dodge & Cox International Stock Fund | Dec 31, 2017 | 17.8M | 995.0M | 1.4% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 16.7M | 993.7M | 1.3% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 12M | 671.8M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 6.7M | 377.4M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 6.4M | 380.7M | 0.5% |
| Blackrock Equity Dividend Fund | Jan 31, 2018 | 5.7M | 341.4M | 0.5% |
| Europacific Growth Fund | Jun 30, 2018 | 5.4M | 324.0M | 0.4% |
| New Perspective Fund Inc | Jun 30, 2018 | 4.8M | 289.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.