Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 21.8M | 1.2B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 19.0M | 1.1B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 12.8M | 714.4M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 9.7M | 542.0M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 5.1M | 284.3M | 0.4% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 4.9M | 276.3M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jul 31, 2026 | 4.6M | 258.3M | 0.3% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Jun 30, 2026 | 3.8M | 214.8M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 3.8M | 212.0M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 3.5M | 193.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.