Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.1M | 538.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 708.6K | 343.2M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 541.1K | 262.1M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 361.4K | 175.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 288.0K | 139.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 272.4K | 131.9M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Oct 31, 2025 | 232.7K | 112.7M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 213.9K | 103.6M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 204.5K | 99.1M | 0.3% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 206.8K | 100.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.