Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 2.6M | 59.0M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 982.4K | 21.0M | 0.4% |
| Vanguard International Stock Index-Vanguard European Stock Index | Jan 31, 2018 | 503.7K | 11.6M | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund | Jan 31, 2018 | 359.1K | 8.3M | 0.1% |
| Schwab Strategic Tr-Schwab International Equity ETF | Feb 28, 2018 | 249.7K | 5.1M | 0.1% |
| First Tr Exchg Tr AlphaDEX Fd II-FT Europe AlphaDex | Dec 31, 2017 | 211.0K | 4.5M | 0.1% |
| First Tr Exchg Tr AlphaDEX Fd II-FT Developed Markets Ex-US AlphaDex | Dec 31, 2017 | 157.7K | 3.4M | 0.1% |
| Putnam Asset Allocation Fds-Dynamic Asset Allocation Growth Fd | Dec 31, 2017 | 165.1K | 3.5M | 0.1% |
| Putnam Asset Allocation Fds-Dynamic Asset Allocation Balanced Fd | Dec 31, 2017 | 107.7K | 2.3M | 0.0% |
| Vanguard Intl Equity Index - Total World Stock Index Fd | Jan 31, 2018 | 59.4K | 1.4M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.