Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.4M | 391.8M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 257.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 182.4M | 0.5% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 844.5K | 98.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 845.2K | 98.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 573.1K | 66.7M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 503.2K | 58.6M | 0.2% |
| VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd. | Oct 31, 2025 | 410.6K | 47.8M | 0.1% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 327.5K | 38.1M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Jan 31, 2026 | 271.4K | 31.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.