Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 215.6K | 101.3K | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 87.3K | 41.0K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 55.3K | 26.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 10.2K | 4.8K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 13.2K | 6.2K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 2.8K | 1.3K | 0.0% |
| Guggenheim Active Allocation Fund | Nov 30, 2025 | 25 | 11 | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.