Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 3.9M | 207.9M | 2.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 1.6M | 83.3M | 0.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.1M | 61.3M | 0.6% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Sep 30, 2025 | 1.0M | 53.5M | 0.5% |
| -Victory Pioneer Multi-Asset Income Fund | Jul 31, 2025 | 979.2K | 52.2M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 812.0K | 43.3M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 607.3K | 32.4M | 0.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Sep 30, 2025 | 579.5K | 30.9M | 0.3% |
| Third Avenue Trust-THIRD AVENUE VALUE FUND | Jul 31, 2025 | 559.9K | 29.8M | 0.3% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Aug 31, 2025 | 499.1K | 26.6M | 0.3% |
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