Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 6.4M | 193.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 4.3M | 129.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 3.2M | 96.5M | 0.7% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Apr 30, 2026 | 2.7M | 82.4M | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Apr 30, 2026 | 1.7M | 52.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jul 31, 2026 | 1.6M | 48.9M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Jun 30, 2026 | 1.3M | 40.1M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Apr 30, 2026 | 1.3M | 38.3M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Apr 30, 2026 | 1.2M | 34.8M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | May 31, 2026 | 1.1M | 32.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.