Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 162.3K | 449.6K | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 132.0K | 365.6K | 1.1% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 67.1K | 185.9K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 60.5K | 167.7K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 18.8K | 52.2K | 0.2% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | Dec 31, 2025 | 16.6K | 46.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 15.4K | 42.7K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 9.4K | 26.1K | 0.1% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Dec 31, 2025 | 6.7K | 18.5K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Dec 31, 2025 | 2.9K | 8.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.