Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox International Stock Fund | Dec 31, 2017 | 17.6M | 758.0M | 2.2% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 9.7M | 452.5M | 1.2% |
| Income Fund of America Inc | Jun 30, 2018 | 9.5M | 340.7M | 1.2% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 8.0M | 285.2M | 1.0% |
| Europacific Growth Fund | Jun 30, 2018 | 6.7M | 239.5M | 0.8% |
| Franklin Mutual Series Fund-Mutual Global Discovery Fund | Dec 31, 2017 | 5.2M | 222.5M | 0.6% |
| Fidelity Series International Value Fund | Jun 30, 2018 | 4.0M | 144.0M | 0.5% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 3.9M | 168.3M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 3.8M | 137.7M | 0.5% |
| Investment Company Of America | Jun 30, 2018 | 3.9M | 140.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.