Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.4M | 215.8M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 140.3M | 0.9% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.0M | 126.6M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 102.3M | 0.7% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 1.3M | 81.4M | 0.6% |
| Capital Income Builder | Dec 31, 2025 | 1.1M | 71.0M | 0.5% |
| MFS SERIES TRUST I-MFS Research International Fund | Nov 30, 2025 | 1.0M | 64.6M | 0.4% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Jan 31, 2026 | 902.9K | 58.0M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 861.2K | 55.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 838.1K | 53.8M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.