Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 5.4M | 935.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.5M | 603.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.6M | 445.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.4M | 234.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 1.3M | 221.5M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 1.1M | 183.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 989.4K | 171.3M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 1.0M | 175.5M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 1.0M | 174.0M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF | Jan 31, 2026 | 906.3K | 156.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.