Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder, Inc. | Jun 30, 2018 | 10.6M | 372.4M | 1.2% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 6M | 238.6M | 0.7% |
| Vanguard/Wellesley Income Fund | Mar 31, 2018 | 4.5M | 155.8M | 0.5% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 4.1M | 142.4M | 0.5% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 4.0M | 149.5M | 0.4% |
| Principal Equity Income Fd | Jun 30, 2018 | 2.1M | 72.6M | 0.2% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 1.6M | 63.3M | 0.2% |
| MainStay Epoch Global Equity Yield Fd | Jan 31, 2018 | 1.5M | 57.1M | 0.2% |
| Reaves Utility Income Fund | Jan 31, 2018 | 1.6M | 59.3M | 0.2% |
| JNL Series Trust-JNL/WMC Balanced Fund | Dec 31, 2017 | 1.4M | 56.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.