Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2023 | 12.8M | 572.1M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2022 | 7.4M | 330.4M | 0.6% |
| Capital Income Builder, Inc. | Mar 31, 2023 | 7.5M | 334.2M | 0.6% |
| iShares Core MSCI EAFE ETF | Feb 28, 2023 | 5.3M | 236.9M | 0.4% |
| Capital World Growth and Income Fund | Mar 31, 2023 | 4.8M | 215.5M | 0.4% |
| Income Fund of America Inc | Mar 31, 2023 | 4.4M | 196.1M | 0.3% |
| iShares MSCI Eafe ETF | Feb 28, 2023 | 3.1M | 139.6M | 0.3% |
| Thornburg Investment Income Builder Fund | Dec 31, 2022 | 2.8M | 124.1M | 0.2% |
| Tweedy Browne Global Value Fund | Dec 31, 2022 | 2.6M | 118.5M | 0.2% |
| Fidelity International Index Fund | Feb 28, 2023 | 2.5M | 111.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.