Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder, Inc. | Jun 30, 2018 | 128.4M | 252.9M | 0.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 99.4M | 222.6M | 0.6% |
| Templeton Growth Fund, Inc. | Feb 28, 2018 | 78.5M | 164.9M | 0.5% |
| Financial Investors Tr-Seafarer Overseas Growth & Income Fd | Jan 31, 2018 | 53.3M | 119.3M | 0.3% |
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 45.6M | 103.1M | 0.3% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 42.9M | 84.5M | 0.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 39.6M | 89.4M | 0.2% |
| Templeton Foreign Fund | Feb 28, 2018 | 30.8M | 64.7M | 0.2% |
| Bridge Builder Tr-Bridge Builder International Equity Fd | Jun 30, 2018 | 27.7M | 54.5M | 0.2% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 26.9M | 52.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.