Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 14.7M | 238.8M | 2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 9.2M | 149.4M | 1.3% |
| Templeton Funds-Templeton Foreign Fund | Nov 30, 2025 | 7.1M | 115.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.3M | 86.0M | 0.7% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 4.5M | 72.8M | 0.6% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 4.0M | 64.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.0M | 64.6M | 0.5% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 3.9M | 63.5M | 0.5% |
| Capital Group Global Growth Equity ETF | Nov 30, 2025 | 2.9M | 46.3M | 0.4% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 2.7M | 43.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.