Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital World Growth & Income Fund | Jun 30, 2026 | 31.0M | 166.8M | 2.5% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 21.8M | 117.3M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 18.3M | 98.4M | 1.5% |
| Artisan Partners Funds Inc.-Artisan International Fund | Mar 31, 2026 | 14.6M | 78.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 12.1M | 65.2M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 9.1M | 48.9M | 0.7% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Mar 31, 2026 | 8.0M | 43.1M | 0.6% |
| AMERICAN FUNDS INSURANCE SERIES-International Fund | Mar 31, 2026 | 7.4M | 40.0M | 0.6% |
| Capital Group International Focus Equity ETF | May 31, 2026 | 7.0M | 37.8M | 0.6% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Mar 31, 2026 | 6.3M | 33.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.