Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.9M | 175.1M | 1.6% |
| NEW ECONOMY FUND | Dec 31, 2025 | 761.7K | 69.2M | 0.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 633.6K | 57.5M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 413.6K | 37.6M | 0.3% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 354.8K | 32.2M | 0.3% |
| New World Fund Inc | Jan 31, 2026 | 316.7K | 28.8M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 291.4K | 26.5M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 151.0K | 13.7M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 144.5K | 13.1M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 108.0K | 9.8M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.