Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.7M | 712.3M | 1.1% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 13.0M | 627.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.5M | 460.2M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 7.8M | 376.0M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 7.2M | 349.5M | 0.6% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 6.3M | 302.8M | 0.5% |
| Capital Income Builder | Mar 31, 2026 | 5.2M | 252.2M | 0.4% |
| iShares, Inc.-iShares MSCI Japan ETF | Mar 31, 2026 | 4.3M | 208.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.0M | 194.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 3.8M | 184.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.