| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 105,145 | 3,206,000 | 92.93% | ||
| 2 | Pension Partners, LLC | 8,000 | 244,000 | 7.07% |
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.
