Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 1.7M | 168.2M | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 974.0K | 97.7M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 626.1K | 62.8M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 511.4K | 51.3M | 0.3% |
| GMO TRUST-GMO Quality Fund | Nov 30, 2025 | 449.2K | 45.1M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 383.9K | 38.5M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 264.5K | 26.5M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 248.8K | 25.0M | 0.2% |
| Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund | Dec 31, 2025 | 185.7K | 18.6M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 199.1K | 20.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.