Congress Holdings

Most held

MDIV

Multi-Asset Diversified Income Index Fund

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
J. French Hill AR-2 Member HILL 1998 TRUST ⇒ Multi-Asset Diversified Income Index Fund (MDIV) EF $15,001 - $50,000 August 13, 2026
filing 10076109, p. 2

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Raul Ruiz.

How the count is made: see Most held.