Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 85.7M | 878.8M | 1.1% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 66.8M | 685.6M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 52.2M | 535.2M | 0.7% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 51.3M | 526.6M | 0.7% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Feb 28, 2026 | 33.6M | 345.0M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 33.9M | 348.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 26.9M | 275.5M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 24.2M | 248.7M | 0.3% |
| Fidelity Investment Trust-Fidelity Diversified International Fund | Feb 28, 2026 | 19.0M | 194.6M | 0.3% |
| Fidelity Investment Trust-Fidelity International Discovery Fund | Feb 28, 2026 | 16.9M | 173.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.