Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 110.6M | 335.8M | 1.1% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 89.0M | 221.6M | 0.9% |
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 87.6M | 265.8M | 0.9% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 73.2M | 182.2M | 0.7% |
| Europacific Growth Fund | Jun 30, 2018 | 57.0M | 141.8M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 44.6M | 135.2M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 42.3M | 105.4M | 0.4% |
| Investment Company Of America | Jun 30, 2018 | 40.3M | 100.4M | 0.4% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 28.2M | 70.2M | 0.3% |
| Income Fund of America Inc | Jun 30, 2018 | 28.2M | 70.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.