Major Shareholders 

STX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity® Low-Priced Stock 29,026,300 8.87 -96,900 -0.33 3.93 10/31/2014
ClearBridge Aggressive Growth A 7,020,050 2.15 750,000 11.96 3.45 12/31/2014
Vanguard Mid Cap Index I 5,658,514 1.72 109,535 1.97 0.54 01/31/2015
Vanguard Total Stock Mkt Idx 5,356,028 1.63 124,449 2.38 0.08 01/31/2015
VA CollegeAmerica Cap Inc Bldr 529E 3,928,160 1.20 0 0.00 0.29 12/31/2014
SPDR® S&P 500 ETF 3,381,962 1.12 -184 -0.01 0.11 02/27/2015
Vanguard 500 Index Inv 3,606,309 1.10 56,595 1.59 0.1 01/31/2015
Vanguard Institutional Index I 3,394,523 1.03 48,000 1.43 0.1 01/31/2015
First Eagle Fund of America Y 2,799,820 0.86 0 0.00 5.26 12/31/2014
iShares Select Dividend 2,885,704 0.95 9,073 0.32 1.13 02/27/2015
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.75 0 0.00 4.43 12/31/2014
PowerShares QQQ ETF 2,588,617 0.85 4,200 0.16 0.39 02/26/2015
CREF Stock 1,476,891 0.45 -99,481 -6.31 0.08 12/31/2014
JHancock Disciplined Value Mid Cap A 1,348,405 0.41 31,660 2.40 0.91 12/31/2014
Janus Balanced D 1,340,094 0.41 1,340,094 New 0.71 12/31/2014
VA CollegeAmerica New Economy 529F 1,309,397 0.40 0 0.00 0.65 12/31/2014
Fidelity Spartan® 500 Index Inv 1,523,757 0.46 21,748 1.45 0.1 01/31/2015
T. Rowe Price Value 1,255,600 0.38 -346,900 -21.65 0.37 12/31/2014
Vanguard Mid-Cap Value ETF 1,349,558 0.41 59,917 4.65 1.08 01/31/2015
JNL/Mellon Cptl JNL 5 B 1,063,458 0.32 -79,436 -6.95 2.04 12/31/2014