Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.8M | 418.9M | 3.8% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.9M | 317.8M | 2.9% |
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Mar 31, 2026 | 1.5M | 164.3M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.3M | 147.2M | 1.3% |
| New World Fund Inc | Mar 31, 2026 | 1.1M | 123.8M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 852.8K | 94.8M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 815.0K | 90.6M | 0.8% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 713.0K | 79.2M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 655.6K | 72.9M | 0.7% |
| Capital Income Builder | Mar 31, 2026 | 501.5K | 55.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.