Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 12.0M | 202.0M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 7.8M | 132.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 5.9M | 98.9M | 0.6% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | Apr 30, 2026 | 5.6M | 94.7M | 0.5% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Mar 31, 2026 | 5.4M | 90.8M | 0.5% |
| Goldman Sachs Trust-Goldman Sachs International Equity Income Fund | Apr 30, 2026 | 4.4M | 74.4M | 0.4% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | May 31, 2026 | 3.9M | 66.3M | 0.4% |
| Perpetual Americas Funds Trust-JOHCM International Select Fund | Mar 31, 2026 | 3.9M | 66.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 3.2M | 54.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 3.0M | 50.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.