| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 105,145 | 2,909,000 | 92.94% | ||
| 2 | Pension Partners, LLC | 8,000 | 221,000 | 7.06% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
