Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 102.3M | 525.0M | 1.0% |
| Europacific Growth Fund | Jun 30, 2018 | 78.3M | 371.5M | 0.8% |
| Franklin Mutual Series Fund-Mutual Global Discovery Fund | Dec 31, 2017 | 57.7M | 299.5M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 41.3M | 214.7M | 0.4% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 41.1M | 195.0M | 0.4% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 37.5M | 177.9M | 0.4% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 37.5M | 178.0M | 0.4% |
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 32.6M | 169.5M | 0.3% |
| New Perspective Fund Inc | Jun 30, 2018 | 31.8M | 151.2M | 0.3% |
| American Fds International Growth & Income Fd | Jun 30, 2018 | 27.1M | 128.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.