Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 72.1M | 1.3B | 2.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 30.2M | 532.8M | 1.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 22.1M | 389.6M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.7M | 347.0M | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 14.5M | 255.0M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.6M | 222.7M | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 9.4M | 166.1M | 0.3% |
| SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund | Dec 31, 2025 | 8.9M | 156.0M | 0.3% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 8.3M | 146.8M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 7.8M | 137.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.