speb/financial-data huggingface dataset:
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 14341 (value 62813; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17917 (value 78476; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 7727 (value 30676; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 24590 (value 107704; 0.00% of shares outstanding; change 0.01)
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 59676 (value 236913; 0.01% of shares outstanding; change -0.05)
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9852 (value 39112; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 14341 (value 56933; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17917 (value 71130; 0.00% of shares outstanding; change 0.00)
Holder of LOAN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 24268 (value 96343; 0.00% of shares outstanding; change -0.01)
Holder of LOAR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1055790 (value 68077342; 0.01% of shares outstanding; change 0.42)
Holder of LOAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 955202 (value 61591428; 0.01% of shares outstanding; change -0.04)
Holder of LOAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1336550 (value 86180748; 0.01% of shares outstanding; change 0.00)
Holder of LOAR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-01-31: 885800 (value 63485284; 0.01% of shares outstanding; change 0.00)
Holder of LOAR: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2870001 (value 203454369; 0.03% of shares outstanding; change 0.00)
Holder of LOAR: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 881215 (value 61676235; 0.01% of shares outstanding; change 0.08)
Holder of LOAR: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 2650504 (value 187894226; 0.03% of shares outstanding; change 0.33)
Holder of LOAR: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1840381 (value 130464607; 0.02% of shares outstanding; change 0.37)
Holder of LOAR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1523302 (value 107986877; 0.02% of shares outstanding; change 0.44)
Holder of LOAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 972497 (value 68940311; 0.01% of shares outstanding; change 0.02)
Holder of LOAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1350144 (value 95711707; 0.01% of shares outstanding; change 0.01)
Holder of LOAR: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 1015422 (value 71983264; 0.01% of shares outstanding; change -0.04)
Holder of LOAR: Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
Shares held as of 2026-04-30: 885800 (value 62794361; 0.01% of shares outstanding; change 0.00)
Holder of LOAR: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 1712052 (value 116573614; 0.02% of shares outstanding; change 0.00)
Holder of LOAR: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 1691359 (value 124078097; 0.02% of shares outstanding; change -0.01)
Holder of LOAR: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 881215 (value 62469330; 0.01% of shares outstanding; change 0.00)
Holder of LOAR: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 1625313 (value 115218437; 0.02% of shares outstanding; change -0.04)
Holder of LOB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 448609 (value 17060599; 0.01% of shares outstanding; change -0.07)
Holder of LOB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1486455 (value 55608281; 0.03% of shares outstanding; change 0.00)
Holder of LOB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 525631 (value 19989746; 0.01% of shares outstanding; change 0.08)
Holder of LOB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 968147 (value 36818629; 0.02% of shares outstanding; change 0.00)
Holder of LOB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2356162 (value 88144020; 0.05% of shares outstanding; change -0.04)
Holder of LOB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 390793 (value 14861857; 0.01% of shares outstanding; change -0.04)
Holder of LOB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1076367 (value 40934235; 0.02% of shares outstanding; change 0.03)
Holder of LOB: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 519893 (value 19891105; 0.01% of shares outstanding; change -0.11)
Holder of LOB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 450070 (value 18938946; 0.01% of shares outstanding; change 0.00)
Holder of LOB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1526106 (value 64218543; 0.03% of shares outstanding; change 0.03)
Holder of LOB: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 402775 (value 16948772; 0.01% of shares outstanding; change 0.31)
Holder of LOB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 525631 (value 22118553; 0.01% of shares outstanding; change 0.00)
Holder of LOB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 966686 (value 40678148; 0.02% of shares outstanding; change 0.00)
Holder of LOB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2352941 (value 99011761; 0.05% of shares outstanding; change 0.00)
Holder of LOB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1076367 (value 45293525; 0.02% of shares outstanding; change 0.00)
Holder of LOB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 876595 (value 33336906; 0.02% of shares outstanding; change 0.00)
Holder of LOB: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 441264 (value 18568389; 0.01% of shares outstanding; change -0.15)
Holder of LOB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 508120 (value 19831922; 0.01% of shares outstanding; change 0.05)
Holder of LOB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 842318 (value 32227085; 0.02% of shares outstanding; change -0.04)
Holder of LOB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 471137 (value 19580454; 0.01% of shares outstanding; change -0.07)
Holder of LOB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 850321 (value 35781509; 0.02% of shares outstanding; change 0.01)
Holder of LOB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 473276 (value 19915454; 0.01% of shares outstanding; change 0.30)
Holder of LOCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 61648 (value 106651; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 127432 (value 220457; 0.01% of shares outstanding; change 0.00)
Holder of LOCL: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 16538 (value 17530; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 44914 (value 63328; 0.00% of shares outstanding; change 1.12)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6334 (value 8930; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5099 (value 7189; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-03-31: 118993 (value 205857; 0.01% of shares outstanding; change 0.00)
Holder of LOCL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 61648 (value 65346; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 127432 (value 135077; 0.01% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 44751 (value 57728; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6334 (value 8170; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5099 (value 6577; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-04-30: 118993 (value 153500; 0.01% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26226 (value 27799; 0.00% of shares outstanding; change -0.41)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6334 (value 6714; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5099 (value 5404; 0.00% of shares outstanding; change 0.00)
Holder of LOCL: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-05-31: 118993 (value 126132; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 213771 (value 2954315; 0.01% of shares outstanding; change -0.08)
Holder of LOCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 272579 (value 4053249; 0.01% of shares outstanding; change 0.05)
Holder of LOCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 773548 (value 11502658; 0.03% of shares outstanding; change 0.00)
Holder of LOCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 410623 (value 6344125; 0.01% of shares outstanding; change -0.06)
Holder of LOCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 358203 (value 5534236; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 242159 (value 3741356; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 480252 (value 7419893; 0.02% of shares outstanding; change -0.05)
Holder of LOCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 269770 (value 4167946; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 227445 (value 3623198; 0.01% of shares outstanding; change 0.06)
Holder of LOCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 291394 (value 4641906; 0.01% of shares outstanding; change 0.07)
Holder of LOCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 773548 (value 12322619; 0.03% of shares outstanding; change 0.00)
Holder of LOCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 687452 (value 10222411; 0.02% of shares outstanding; change 0.04)
Holder of LOCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 240970 (value 3583223; 0.01% of shares outstanding; change -0.03)
Holder of LOCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 410623 (value 6541224; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 358203 (value 5706173; 0.01% of shares outstanding; change 0.00)
Holder of LOCO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 246536 (value 3927318; 0.01% of shares outstanding; change 0.02)
Holder of LOCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 274248 (value 4368770; 0.01% of shares outstanding; change 0.02)
Holder of LOCO: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 510130 (value 8126371; 0.02% of shares outstanding; change 0.06)
Holder of LOCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 660697 (value 10207768; 0.02% of shares outstanding; change -0.04)
Holder of LOCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 238225 (value 3680576; 0.01% of shares outstanding; change -0.01)
Holder of LOCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 667066 (value 10626361; 0.02% of shares outstanding; change 0.01)
Holder of LOCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 240238 (value 3826991; 0.01% of shares outstanding; change 0.01)
Holder of LODE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 533838 (value 2215427; 0.01% of shares outstanding; change -0.01)
Holder of LODE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1503633 (value 6240077; 0.02% of shares outstanding; change 0.18)
Holder of LODE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 74511 (value 333809; 0.00% of shares outstanding; change 1.32)
Holder of LODE: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 63000 (value 282240; 0.00% of shares outstanding; change 1.00)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 406338 (value 1596908; 0.01% of shares outstanding; change 0.46)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 107970 (value 424322; 0.00% of shares outstanding; change 0.47)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 137903 (value 541958; 0.00% of shares outstanding; change 0.49)
Holder of LODE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 811087 (value 2433261; 0.01% of shares outstanding; change 0.52)
Holder of LODE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2084238 (value 6252714; 0.03% of shares outstanding; change 0.39)
Holder of LODE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 173888 (value 683379; 0.00% of shares outstanding; change 0.32)
Holder of LODE: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 73402 (value 288469; 0.00% of shares outstanding; change 0.11)
Holder of LODE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 85011 (value 333243; 0.00% of shares outstanding; change 0.14)
Holder of LODE: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 247878 (value 743634; 0.00% of shares outstanding; change 5.24)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 404859 (value 1813768; 0.01% of shares outstanding; change 0.00)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 107970 (value 483705; 0.00% of shares outstanding; change 0.00)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 137903 (value 617805; 0.00% of shares outstanding; change 0.00)
Holder of LODE: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 1806079 (value 5418237; 0.02% of shares outstanding; change 0.00)
Holder of LODE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 175032 (value 784143; 0.00% of shares outstanding; change 0.01)
Holder of LODE: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 88081 (value 394602; 0.00% of shares outstanding; change 0.20)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 372690 (value 1118070; 0.00% of shares outstanding; change -0.08)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 107970 (value 323910; 0.00% of shares outstanding; change 0.00)
Holder of LODE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 137903 (value 413709; 0.00% of shares outstanding; change 0.00)
Holder of LODE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 177071 (value 531213; 0.00% of shares outstanding; change 0.01)
Holder of LODE: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 108040 (value 324120; 0.00% of shares outstanding; change 1.00)
Holder of LODE: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 96604 (value 289812; 0.00% of shares outstanding; change 0.10)
Holder of LOG.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 558674 (value 18447415; 0.00% of shares outstanding; change 0.03)
Holder of LOG.MC: -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist)
Shares held as of 2026-01-31: 828524 (value 28103532; 0.01% of shares outstanding; change 0.03)
Holder of LOG.MC: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-01-31: 378364 (value 12940049; 0.00% of shares outstanding; change -0.22)
Holder of LOG.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 847216 (value 28635900; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 1590000 (value 53741998; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 997009 (value 33698903; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 571700 (value 19392062; 0.00% of shares outstanding; change 0.02)
Holder of LOG.MC: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 367736 (value 12473604; 0.00% of shares outstanding; change 0.00)
Holder of LOG.MC: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 1590000 (value 53932797; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 992658 (value 33670957; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-04-30: 400510 (value 13697442; 0.00% of shares outstanding; change 0.05)
Holder of LOG.MC: TRANSAMERICA FUNDS-Transamerica International Small Cap Value
Shares held as of 2026-04-30: 374664 (value 12708602; 0.00% of shares outstanding; change -0.01)
Holder of LOG.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 843326 (value 28605616; 0.01% of shares outstanding; change 0.00)
Holder of LOG.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 412008 (value 13925870; 0.00% of shares outstanding; change 0.01)
Holder of LOG.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 1362942 (value 46067438; 0.01% of shares outstanding; change 0.03)
Holder of LOG.MC: First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I
Shares held as of 2026-05-31: 419155 (value 14217736; 0.00% of shares outstanding; change 0.05)
Holder of LOG.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 415343 (value 14088433; 0.00% of shares outstanding; change 0.01)
Holder of LOG.MC: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 1387292 (value 47056942; 0.01% of shares outstanding; change 0.02)
Holder of LOGI: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1394675 (value 157500648; 0.01% of shares outstanding; change 0.02)
Holder of LOGI: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 337856 (value 36366819; 0.00% of shares outstanding; change 1.00)
Holder of LOGI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 367580 (value 39566310; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 326078 (value 35099035; 0.00% of shares outstanding; change 0.02)
Holder of LOGI: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2161133 (value 232624354; 0.01% of shares outstanding; change 0.01)
Holder of LOGI: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 310734 (value 32869442; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 562074 (value 68499959; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 273891 (value 33379096; 0.00% of shares outstanding; change -0.02)
Holder of LOGI: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1426994 (value 150947423; 0.01% of shares outstanding; change 0.02)
Holder of LOGI: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 298278 (value 31551846; 0.00% of shares outstanding; change 0.19)
Holder of LOGI: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 568824 (value 61228215; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 290457 (value 31264791; 0.00% of shares outstanding; change 0.06)
Holder of LOGI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 358865 (value 37960739; 0.00% of shares outstanding; change -0.02)
Holder of LOGI: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 340591 (value 36027715; 0.00% of shares outstanding; change 0.04)
Holder of LOGI: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2158090 (value 228282757; 0.01% of shares outstanding; change 0.00)
Holder of LOGI: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1081506 (value 116413305; 0.01% of shares outstanding; change 0.01)
Holder of LOGI: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 533321 (value 57406672; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 574787 (value 60800968; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 293151 (value 31009512; 0.00% of shares outstanding; change 0.01)
Holder of LOGI: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1085963 (value 114873164; 0.01% of shares outstanding; change 0.00)
Holder of LOGI: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 533321 (value 56414694; 0.00% of shares outstanding; change 0.00)
Holder of LOGN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1394675 (value 136064489; 0.01% of shares outstanding; change 0.02)
Holder of LOGN.SW: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-01-31: 337856 (value 29461042; 0.00% of shares outstanding; change 1.00)
Holder of LOGN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 367580 (value 32052974; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 326078 (value 28434000; 0.00% of shares outstanding; change 0.02)
Holder of LOGN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2161133 (value 188450791; 0.01% of shares outstanding; change 0.01)
Holder of LOGN.SW: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 310734 (value 26710694; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 562074 (value 54835938; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 273891 (value 26720805; 0.00% of shares outstanding; change -0.02)
Holder of LOGN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1426994 (value 122664402; 0.01% of shares outstanding; change 0.02)
Holder of LOGN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 298278 (value 25639976; 0.00% of shares outstanding; change 0.19)
Holder of LOGN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 568824 (value 49601451; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 290457 (value 25327849; 0.00% of shares outstanding; change 0.06)
Holder of LOGN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 358865 (value 30848035; 0.00% of shares outstanding; change -0.02)
Holder of LOGN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 340591 (value 29277202; 0.00% of shares outstanding; change 0.04)
Holder of LOGN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2158090 (value 185509414; 0.01% of shares outstanding; change 0.00)
Holder of LOGN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1081506 (value 94307319; 0.01% of shares outstanding; change 0.01)
Holder of LOGN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 533321 (value 46505589; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 574787 (value 49408689; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 293151 (value 25199259; 0.00% of shares outstanding; change 0.01)
Holder of LOGN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1085963 (value 93349378; 0.01% of shares outstanding; change 0.00)
Holder of LOGN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 533321 (value 45844272; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 45000 (value 474750; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 947683 (value 9998055; 0.04% of shares outstanding; change 1.00)
Holder of LOKV: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 24693 (value 260511; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 447323 (value 4719257; 0.02% of shares outstanding; change 0.00)
Holder of LOKV: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1055000; 0.00% of shares outstanding; change 1.00)
Holder of LOKV: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 50046 (value 527985; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 11403 (value 131362; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 47807 (value 504363; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 947683 (value 10917308; 0.04% of shares outstanding; change 0.00)
Holder of LOKV: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 145913 (value 1680917; 0.01% of shares outstanding; change 0.00)
Holder of LOKV: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 24693 (value 284463; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 447323 (value 5153161; 0.02% of shares outstanding; change 0.00)
Holder of LOKV: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1152000; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: RiverPark Funds Trust-RiverPark Short Term High Yield Fund
Shares held as of 2026-03-31: 1044004 (value 12026926; 0.05% of shares outstanding; change 0.32)
Holder of LOKV: Trust for Professional Managers-CrossingBridge Responsible Credit Fund
Shares held as of 2026-03-31: 100000 (value 1152000; 0.00% of shares outstanding; change 1.00)
Holder of LOKV: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 50046 (value 576529; 0.00% of shares outstanding; change 0.00)
Holder of LOKV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 47807 (value 550736; 0.00% of shares outstanding; change 0.00)
Holder of LOM.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 6286794 (value 3198720710; 0.03% of shares outstanding; change 0.07)
Holder of LOM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2585702 (value 1155808794; 0.01% of shares outstanding; change 0.00)
Holder of LOM.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5145317 (value 2617937226; 0.02% of shares outstanding; change 0.00)
Holder of LOM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7305945 (value 3717264726; 0.03% of shares outstanding; change 0.00)
Holder of LOM.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2128163 (value 1082809308; 0.01% of shares outstanding; change 0.00)
Holder of LOM.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1141616 (value 580854206; 0.01% of shares outstanding; change -0.02)
Holder of LOM.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 1275741 (value 570256227; 0.01% of shares outstanding; change 0.03)
Holder of LOM.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1130304 (value 505245888; 0.00% of shares outstanding; change 0.00)
Holder of LOM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2417423 (value 1080588081; 0.01% of shares outstanding; change 0.03)
Holder of LOM.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 1136704 (value 578354981; 0.00% of shares outstanding; change 0.01)
Holder of LOM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2618858 (value 1170629526; 0.01% of shares outstanding; change 0.01)
Holder of LOM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2591019 (value 1318310435; 0.01% of shares outstanding; change 0.00)
Holder of LOM.DE: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 1173543 (value 534196787; 0.01% of shares outstanding; change -0.08)
Holder of LOM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2667474 (value 1357210738; 0.01% of shares outstanding; change 0.02)
Holder of LOM.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1191292 (value 606129355; 0.01% of shares outstanding; change 0.05)
Holder of LOM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2448491 (value 1245792190; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: Dodge & Cox Funds-Dodge & Cox Emerging Markets Stock Fund
Shares held as of 2025-12-31: 41768 (value 501216; 0.00% of shares outstanding; change 0.20)
Holder of LOMA: abrdn Global Infrastructure Income Fund
Shares held as of 2025-12-31: 566791 (value 6801492; 0.05% of shares outstanding; change 0.06)
Holder of LOMA: Ashmore Funds-Ashmore Emerging Markets Frontier Equity Fund
Shares held as of 2026-01-31: 120815 (value 1460653; 0.01% of shares outstanding; change 0.03)
Holder of LOMA: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-01-31: 120549 (value 1457437; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: abrdn Funds-abrdn Global Infrastructure Fund
Shares held as of 2026-01-31: 43400 (value 524706; 0.00% of shares outstanding; change -0.28)
Holder of LOMA: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 312789 (value 3590817; 0.03% of shares outstanding; change 0.00)
Holder of LOMA: AMERICAN FUNDS INSURANCE SERIES-New World Fund
Shares held as of 2026-03-31: 212068 (value 2417575; 0.02% of shares outstanding; change 0.00)
Holder of LOMA: Dodge & Cox Funds-Dodge & Cox Emerging Markets Stock Fund
Shares held as of 2026-03-31: 70468 (value 803335; 0.01% of shares outstanding; change 0.69)
Holder of LOMA: New World Fund Inc
Shares held as of 2026-03-31: 3966482 (value 47954767; 0.34% of shares outstanding; change 0.00)
Holder of LOMA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-03-31: 144315 (value 1731780; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: abrdn Global Infrastructure Income Fund
Shares held as of 2026-03-31: 566791 (value 6461417; 0.05% of shares outstanding; change 0.00)
Holder of LOMA: Ashmore Funds-Ashmore Emerging Markets Frontier Equity Fund
Shares held as of 2026-04-30: 117254 (value 1336695; 0.01% of shares outstanding; change -0.03)
Holder of LOMA: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 1422156 (value 17848058; 0.12% of shares outstanding; change 0.12)
Holder of LOMA: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 63544 (value 724401; 0.01% of shares outstanding; change 0.60)
Holder of LOMA: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-04-30: 120549 (value 1374258; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: New World Fund Inc
Shares held as of 2026-04-30: 3966482 (value 44622922; 0.34% of shares outstanding; change 0.00)
Holder of LOMA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-04-30: 144315 (value 1744768; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-05-31: 1330820 (value 14971725; 0.11% of shares outstanding; change -0.07)
Holder of LOMA: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-05-31: 144315 (value 1645190; 0.01% of shares outstanding; change 0.00)
Holder of LOMA: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-06-30: 287988 (value 3283063; 0.02% of shares outstanding; change -0.08)
Holder of LOMA: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 1383327 (value 15769927; 0.12% of shares outstanding; change 0.04)
Holder of LOMA: New World Fund Inc
Shares held as of 2026-06-30: 3966482 (value 45217893; 0.34% of shares outstanding; change 0.00)
Holder of LONA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31052 (value 296236; 0.00% of shares outstanding; change 0.00)
Holder of LONA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 104969 (value 1001404; 0.01% of shares outstanding; change 0.00)
Holder of LONA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 3774 (value 30871; 0.00% of shares outstanding; change 1.00)
Holder of LONA: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-01-31: 2614 (value 21382; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 19 (value 181; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 37626 (value 309285; 0.00% of shares outstanding; change 1.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6278 (value 51605; 0.00% of shares outstanding; change 8.53)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10008 (value 82265; 0.00% of shares outstanding; change 1.55)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8868 (value 72894; 0.00% of shares outstanding; change 0.86)
Holder of LONA: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 149279 (value 1103171; 0.02% of shares outstanding; change 0.00)
Holder of LONA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82665 (value 610894; 0.01% of shares outstanding; change 1.66)
Holder of LONA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 104969 (value 775720; 0.01% of shares outstanding; change 0.00)
Holder of LONA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 7126 (value 52661; 0.00% of shares outstanding; change 1.00)
Holder of LONA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 3774 (value 27889; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Dimensional ETF Trust-Dimensional US Core Equity 1 ETF
Shares held as of 2026-04-30: 2614 (value 19317; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 37489 (value 306660; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6278 (value 51354; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10008 (value 81865; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11846 (value 96900; 0.00% of shares outstanding; change 0.34)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 35908 (value 265360; 0.00% of shares outstanding; change -0.04)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6278 (value 46394; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10008 (value 73959; 0.00% of shares outstanding; change 0.00)
Holder of LONA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11846 (value 87541; 0.00% of shares outstanding; change 0.00)
Holder of LONN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 332096 (value 162826664; 0.00% of shares outstanding; change -0.08)
Holder of LONN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 648939 (value 322003539; 0.01% of shares outstanding; change -0.01)
Holder of LONN.SW: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-01-31: 173906 (value 89074655; 0.00% of shares outstanding; change 0.00)
Holder of LONN.SW: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-01-31: 275442 (value 141081395; 0.00% of shares outstanding; change 0.10)
Holder of LONN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 171454 (value 87818740; 0.00% of shares outstanding; change -0.02)
Holder of LONN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1005801 (value 515171284; 0.01% of shares outstanding; change -0.02)
Holder of LONN.SW: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 283780 (value 155511440; 0.00% of shares outstanding; change -0.01)
Holder of LONN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Glob
Shares held as of 2026-03-31: 168273 (value 92213604; 0.00% of shares outstanding; change -0.02)
Holder of LONN.SW: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 327172 (value 179290256; 0.00% of shares outstanding; change -0.01)
Holder of LONN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 258352 (value 128194265; 0.00% of shares outstanding; change 0.01)
Holder of LONN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 664522 (value 364158056; 0.01% of shares outstanding; change 0.02)
Holder of LONN.SW: AIM Intl Mutual Fd.s -Invesco Global Fd.
Shares held as of 2026-04-30: 181029 (value 99203892; 0.00% of shares outstanding; change 0.04)
Holder of LONN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 261410 (value 133894205; 0.00% of shares outstanding; change 0.01)
Holder of LONN.SW: HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd.
Shares held as of 2026-04-30: 227175 (value 124491900; 0.00% of shares outstanding; change -0.18)
Holder of LONN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1005705 (value 551126340; 0.01% of shares outstanding; change 0.00)
Holder of LONN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 502035 (value 257142333; 0.01% of shares outstanding; change 0.01)
Holder of LONN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 244615 (value 125291805; 0.00% of shares outstanding; change 0.00)
Holder of LONN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 264216 (value 144790368; 0.00% of shares outstanding; change 0.01)
Holder of LONN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 514413 (value 281898324; 0.01% of shares outstanding; change 0.03)
Holder of LONN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 250760 (value 137416480; 0.00% of shares outstanding; change 0.03)
Holder of LOOP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 228410 (value 317489; 0.01% of shares outstanding; change 0.00)
Holder of LOOP: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 74900 (value 60227; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 121744 (value 144875; 0.00% of shares outstanding; change -0.03)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 22730 (value 27048; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 32047 (value 38135; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 52630 (value 62629; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-03-31: 1500 (value 1244; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 228410 (value 183664; 0.01% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 121301 (value 100679; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 29940 (value 24850; 0.00% of shares outstanding; change 0.32)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 32047 (value 26599; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 52630 (value 43682; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 121301 (value 97538; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 29940 (value 24074; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 32047 (value 25768; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 52630 (value 42319; 0.00% of shares outstanding; change 0.00)
Holder of LOOP: GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund
Shares held as of 2026-06-30: 1500 (value 1206; 0.00% of shares outstanding; change 0.00)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 297815 (value 44627579; 0.01% of shares outstanding; change 0.00)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 358690 (value 53749698; 0.01% of shares outstanding; change -0.04)
Holder of LOPE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 634788 (value 95122985; 0.02% of shares outstanding; change -0.05)