Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 10.6M | 3.0M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.4M | 962.2K | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 608.7K | 0.1% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Mar 31, 2026 | 2.0M | 570.8K | 0.1% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.6M | 457.9K | 0.1% |
| Fidelity Rutland Square Trust II-Strategic Advisers International Fund | Feb 28, 2026 | 1.2M | 342.4K | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Feb 28, 2026 | 1.1M | 319.1K | 0.1% |
| -SSgA SPDR ETFS Europe I-State Street SPDR MSCI Europe Small Cap Value | Feb 28, 2026 | 884.0K | 248.0K | 0.0% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 798.0K | 223.9K | 0.0% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 831.5K | 233.3K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.