Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 23.2M | 56.2M | 0.7% |
| -SSgA SPDR ETFS Europe I-State Street SPDR S&P Euro Dividend Aristocra | Mar 31, 2026 | 21.6M | 52.3M | 0.7% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist) | Jan 31, 2026 | 19.9M | 48.2M | 0.6% |
| iShares Trust-iShares International Select Dividend ETF | Mar 31, 2026 | 16.5M | 40.1M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.8M | 35.9M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 11.0M | 26.7M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 8.0M | 19.5M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 8.2M | 19.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 6.2M | 15.0M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 6.4M | 15.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.