Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 224.4M | 1.3B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 149.0M | 870.1M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 104.5M | 610.0M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 90.0M | 525.1M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Aug 31, 2026 | 70.9M | 414.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 54.6M | 318.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 50.4M | 294.3M | 0.3% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Aug 31, 2026 | 43.8M | 255.7M | 0.2% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Aug 31, 2026 | 40.9M | 239.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Aug 31, 2026 | 39.8M | 232.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.