Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.8M | 178.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.1M | 115.7M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.7M | 98.6M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.4M | 50.1M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 1.2M | 44.2M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Oct 31, 2025 | 906.6K | 33.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 821.9K | 30.4M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 764.9K | 28.3M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 704.6K | 26.1M | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 707.0K | 26.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.