Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital World Growth and Income Fund | Jun 30, 2018 | 18.2M | 862.9M | 1.4% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 17.3M | 821.1M | 1.3% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 15.7M | 712.7M | 1.2% |
| Europacific Growth Fund | Jun 30, 2018 | 12.7M | 600.7M | 1.0% |
| Income Fund of America Inc | Jun 30, 2018 | 9.8M | 464.1M | 0.7% |
| Fundamental Investors Inc | Jun 30, 2018 | 7.9M | 373.3M | 0.6% |
| Investment Company Of America | Jun 30, 2018 | 7.8M | 370.0M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 6.3M | 278.4M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 6.0M | 285.9M | 0.5% |
| American Fds International Growth & Income Fd | Jun 30, 2018 | 4.6M | 217.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.