Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 39.6M | 393.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 25.8M | 256.2M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 19.1M | 190.2M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 13.6M | 135.0M | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 11.2M | 111.3M | 0.4% |
| -Price (T.Rowe) International Core Equity Trust | Sep 30, 2025 | 11.3M | 111.9M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 10.2M | 101.5M | 0.3% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 10.1M | 99.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 9.6M | 95.9M | 0.3% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 9.1M | 90.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.