Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 12.8M | 129.2M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.2M | 72.8M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.6M | 46.9M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 3.6M | 36.3M | 0.6% |
| -Victory Pioneer Multi-Asset Income Fund | Jan 31, 2026 | 3.3M | 33.2M | 0.5% |
| Pioneer Series Trust VIII-Victory Pioneer International Equity Fund | Feb 28, 2026 | 2.6M | 26.2M | 0.4% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 2.5M | 25.7M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Feb 28, 2026 | 2.0M | 20.4M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 2.0M | 20.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 2.0M | 19.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.