Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 75.6M | 253.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 47.2M | 158.5M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Dec 31, 2025 | 36.8M | 123.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 35.3M | 118.5M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 21.9M | 73.5M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 20.3M | 68.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 18.3M | 61.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 17.4M | 58.5M | 0.3% |
| iShares, Inc.-iShares MSCI Spain ETF | Jan 31, 2026 | 17.7M | 59.3M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 13.6M | 45.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.