Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 11.4M | 604.8M | 2.0% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 9.1M | 483.4M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 5.9M | 313.9M | 1.0% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Mar 31, 2026 | 5.3M | 283.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.8M | 202.1M | 0.7% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 3.2M | 173.0M | 0.6% |
| New World Fund Inc | Mar 31, 2026 | 3.2M | 170.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.9M | 151.9M | 0.5% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 2.4M | 127.3M | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 2.1M | 110.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.