Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 6.3M | 745.5M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 4.1M | 484.7M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.7M | 320.0M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.3M | 274.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 2.2M | 265.0M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.3M | 267.1M | 0.6% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | May 31, 2026 | 2.1M | 246.7M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | May 31, 2026 | 1.9M | 219.3M | 0.5% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 1.6M | 192.5M | 0.4% |
| Principal Funds, Inc-International Equity Fund | Apr 30, 2026 | 1.5M | 182.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.