Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 309.4K | 5.4M | 0.1% |
| Capital Income Builder | Sep 30, 2025 | 203.4K | 3.6M | 0.0% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Sep 30, 2025 | 130.6K | 2.3M | 0.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 38.2K | 666.8K | 0.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 58.9K | 1.0M | 0.0% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Sep 30, 2025 | 28.3K | 493.9K | 0.0% |
| FlexShares Trust-FlexShares Global Quality Real Estate Index Fund | Oct 31, 2025 | 63.1K | 1.1M | 0.0% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jul 31, 2025 | 14.5K | 253.2K | 0 |
| Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities | Sep 30, 2025 | 18.3K | 319.1K | 0 |
| JNL Series Trust-JNL/WMC GLOBAL REAL ESTATE FUND | Sep 30, 2025 | 16.1K | 280.6K | 0 |
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