Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 9.7M | 30.8M | 1.4% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 3.8M | 12.4M | 0.5% |
| iShares Global Clean Energy ETF | Jun 30, 2018 | 2.4M | 8.0M | 0.3% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 2.4M | 7.8M | 0.3% |
| Bernstein Fund, Inc.-International Small Cap Portfolio | Dec 31, 2017 | 1.8M | 5.8M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 1.8M | 6.1M | 0.3% |
| iShares MSCI New Zealand Capped ETF | Jun 30, 2018 | 1.7M | 5.5M | 0.2% |
| SEI Institutional Managed Tr-Global Managed Volatility Fund | Jun 30, 2018 | 1.6M | 5.5M | 0.2% |
| WisdomTree Tr-WisdomTree International Small Cap Dividend Fd | Jun 30, 2018 | 1.5M | 5.1M | 0.2% |
| Nuveen Real Asset Income Fd | Jun 30, 2018 | 1.4M | 4.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.