Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.9M | 1.1B | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.2M | 945.5M | 0.9% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 4.2M | 945.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.7M | 615.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.1M | 467.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.1M | 248.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.0M | 234.7M | 0.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 1.0M | 228.4M | 0.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 967.0K | 218.5M | 0.2% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 926.3K | 209.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.