Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 20.8M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 14.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.1M | 10.3M | 0.6% |
| GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF | Mar 31, 2026 | 902.1K | 8.7M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 599.7K | 5.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 542.7K | 5.3M | 0.3% |
| SPROTT FUNDS TRUST-Sprott Lithium Miners ETF | Dec 31, 2025 | 365.4K | 3.5M | 0.2% |
| SPROTT FUNDS TRUST-Sprott Critical Materials ETF | Dec 31, 2025 | 358.7K | 3.5M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Feb 28, 2026 | 314.2K | 3.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd. | Jan 31, 2026 | 185.0K | 1.8M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.