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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Sofina Société Anonyme (0G2X.L)

LSE - LSE Delayed price. Currency in EUR

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209.96

+3.11

(+1.50%)

At close: 06:18PM BST

Major holders

Currency in EUR

54.60%	% of shares held by all insiders
6.73%	% of shares held by institutions
14.83%	% of float held by institutions
190	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Pacer Advisors, Inc.	136	31 Dec 2023	0.00%	28,555

Holder	Shares	Date reported	% out	Value
Vanguard International Stock Index-Total Intl Stock Indx	234,437	31 Jan 2024	0.68%	49,223,413
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund	139,711	31 Dec 2023	0.41%	29,334,330
iShares Core MSCI EAFE ETF	86,557	29 Feb 2024	0.25%	18,173,884
iShares MSCI Eafe ETF	47,960	29 Feb 2024	0.14%	10,069,890
Fidelity International Index Fund	43,719	29 Feb 2024	0.13%	9,179,431
Invesco ETF Tr-Invesco Global Listed Private Equity ETF	40,324	29 Feb 2024	0.12%	8,466,602
Vanguard International Stock Index-Vanguard European Stock Index	35,470	31 Jan 2024	0.10%	7,447,435
Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund	34,618	31 Jan 2024	0.10%	7,268,546
iShares MSCI Eafe Value ETF	34,634	29 Feb 2024	0.10%	7,271,905
Schwab Strategic Tr-Schwab International Equity ETF	29,126	30 Nov 2023	0.09%	6,115,421