Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 13.1M | 681.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 8.6M | 450.3M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 6.6M | 342.3M | 0.7% |
| Capital Income Builder | Jun 30, 2026 | 5.2M | 271.1M | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Apr 30, 2026 | 4.2M | 218.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 3.4M | 179.1M | 0.4% |
| New World Fund Inc | Jun 30, 2026 | 3.3M | 174.4M | 0.4% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Mar 31, 2026 | 3.2M | 168.9M | 0.4% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Apr 30, 2026 | 3.2M | 168.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 3.2M | 164.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.