Congress Holdings

Most held

FFODX

OklahomaDream 529 Small Cap Portfolio Class C

Listed by 1 member on their latest annual reports (1 row: 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
Stephanie I. Bice OK-5 Member OKD - 529 - DC2 - B โ‡’ OklahomaDream 529 Small Cap Portfolio Class C (FFODX) MF $1,001 - $15,000 August 10, 2026
filing 10077486, p. 1

How the count is made: see Most held.