Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 9.7M | 797.1M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.1M | 253.7M | 0.7% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.8M | 229.8M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 163.3M | 0.5% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Feb 28, 2026 | 1.7M | 142.6M | 0.4% |
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Dec 31, 2025 | 1.5M | 119.1M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.4M | 118.4M | 0.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.3M | 109.4M | 0.3% |
| John Hancock Funds III-Disciplined Value Fund | Jan 31, 2026 | 1.2M | 99.7M | 0.3% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 1.2M | 94.9M | 0.3% |
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Holders
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