Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 5.9M | 193.0M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.3M | 73.9M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 48.1M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 38.2M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 623.3K | 20.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 586.3K | 19.2M | 0.1% |
| GMO TRUST-GMO Alternative Allocation Fund | Nov 30, 2025 | 465.5K | 15.3M | 0.1% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 458.8K | 15.0M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 387.3K | 12.7M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 342.3K | 11.2M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.