Congress Holdings

Most held

NBDCC

UBT 529 DELAWARE SM CAP CORE 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
Jared Moskowitz FL-23 Dependent child Morgan Stanley Bright Directions 529 Plan โ‡’ UBT 529 DELAWARE SM CAP CORE C (NBDCC) MF $1,001 - $15,000 August 13, 2026
filing 10074897, p. 22

How the count is made: see Most held.