Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.7M | 14.9M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.7M | 9.4M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.5M | 8.4M | 0.3% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Jan 31, 2026 | 1.5M | 8.1M | 0.3% |
| WisdomTree Trust-WisdomTree International SmallCap Dividend Fund | Jan 31, 2026 | 872.5K | 4.9M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 868.3K | 4.8M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 802.4K | 4.5M | 0.2% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jan 31, 2026 | 755K | 4.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 785.9K | 4.4M | 0.2% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 686.2K | 3.8M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.