Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 5.7M | 306.8M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.6M | 246.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.9M | 159.7M | 0.6% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Feb 28, 2026 | 2.8M | 151.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.4M | 132.7M | 0.5% |
| BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund | Feb 28, 2026 | 1.3M | 70.9M | 0.3% |
| Fidelity Investment Trust-Fidelity International Growth Fund | Feb 28, 2026 | 1.3M | 71.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.2M | 67.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 1.2M | 64.0M | 0.3% |
| iShares Trust-iShares MSCI Intl Quality Factor ETF | Mar 31, 2026 | 794.7K | 43.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.