Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 6.3M | 600.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.1M | 390.6M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.7M | 252.2M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.3M | 220.8M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.3M | 215.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.2M | 207.0M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Mar 31, 2026 | 2.0M | 190.9M | 0.5% |
| Principal Funds, Inc-International Equity Fund | Jan 31, 2026 | 1.8M | 172.9M | 0.4% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Mar 31, 2026 | 1.7M | 165.7M | 0.4% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 1.6M | 149.0M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.