Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 43.7M | 195.7M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 28.9M | 129.1M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 21.8M | 97.4M | 0.5% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist) | Jan 31, 2026 | 16.7M | 74.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 11.7M | 52.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 10.9M | 48.7M | 0.3% |
| iShares Trust-iShares Global Clean Energy ETF | Apr 30, 2026 | 10.8M | 48.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Apr 30, 2026 | 8.3M | 36.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 7.5M | 33.4M | 0.2% |
| DNP Select Income Fund Inc | Jan 31, 2026 | 6.9M | 31.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.