Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 11.0M | 91.8B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 7.1M | 59.7B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.9M | 41.1B | 0.6% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 3.0M | 25.1B | 0.4% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 2.7M | 22.5B | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 2.6M | 21.6B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 2.5M | 20.6B | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 2.5M | 20.8B | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 2.3M | 19.2B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 1.6M | 13.7B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.