Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 14.6M | 828.5M | 1.1% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 11.2M | 635.1M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 9.7M | 551.6M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.5M | 539.3M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.6M | 429.3M | 0.6% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 6.3M | 354.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.0M | 228.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 3.8M | 215.7M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 3.8M | 216.9M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 3.4M | 193.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.