Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust V-MFS International New Discovery Fund | Jun 30, 2026 | 6.1M | 22.3M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 4.5M | 16.4M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 3.0M | 10.9M | 0.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jul 31, 2026 | 2.3M | 8.4M | 0.2% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2026 | 1.5M | 5.4M | 0.1% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 1.4M | 5.1M | 0.1% |
| Unified Series Trust-OneAscent International Equity ETF | May 31, 2026 | 1.3M | 4.7M | 0.1% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jul 31, 2026 | 1.1M | 4.1M | 0.1% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Aug 31, 2026 | 1.1M | 4.0M | 0.1% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Value Fund | Jul 31, 2026 | 939K | 3.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.