Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 754.9K | 4.6M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 276.6K | 1.7M | 1.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jul 31, 2025 | 103.9K | 633.7K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jul 31, 2025 | 35.7K | 217.7K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jul 31, 2025 | 27.4K | 167.3K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Jul 31, 2025 | 17.4K | 106.4K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Jun 30, 2025 | 8.2K | 50.1K | 0.1% |
| Northern Funds-SMALL CAP CORE FUND | Jun 30, 2025 | 1 | 6 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.