Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.9M | 47.0M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.5M | 24.2M | 1.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jan 31, 2026 | 1.4M | 22.4M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.1M | 17.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 16.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 836.6K | 13.4M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 689.7K | 11.0M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Jan 31, 2026 | 526.4K | 8.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 431.9K | 6.9M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 432.9K | 6.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.