Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 735.7K | 50.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 483.0K | 32.8M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 311.4K | 21.2M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 276.1K | 18.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 190.3K | 12.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 166.0K | 11.3M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 160.3K | 10.9M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Jan 31, 2026 | 135.0K | 9.2M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 126.1K | 8.6M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 125.1K | 8.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.