Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 15.9M | 9.3B | 8.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.8M | 1.6B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 1.1B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.3M | 747.0M | 0.6% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Oct 31, 2025 | 1.1M | 616.6M | 0.5% |
| Grandeur Peak Global Trust-Grandeur Peak Global Opportunities Fund | Oct 31, 2025 | 1.0M | 591.7M | 0.5% |
| Grandeur Peak Global TRT-Grandeur Peak Intl Opportunities Fd. | Oct 31, 2025 | 875.9K | 512.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 750.3K | 438.9M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 705.1K | 412.5M | 0.4% |
| Calvert World Values Fd., Inc.-Calvert Intl Opportunities Fd. | Dec 31, 2025 | 515.8K | 301.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.