Congress Holdings

Most held

BOXX

EA Series Trust Alpha Architect 1-3 Month Box ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Roger Williams TX-25 Member Charles Schwab 4067 ⇒ EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) EF $1,001 - $15,000 August 11, 2026
filing 10076385, p. 2
Roger Williams TX-25 Spouse Charles Schwab 8826 ⇒ EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) EF $1,001 - $15,000 August 11, 2026
filing 10076385, p. 2

How the count is made: see Most held.