Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.7M | 501.6M | 1.0% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 1.4M | 415.6M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 326.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 864.7K | 250.7M | 0.5% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 773.3K | 224.2M | 0.4% |
| -Price (T.Rowe) Growth Stock Trust | Jun 30, 2025 | 576.3K | 167.1M | 0.3% |
| AB Large Cap Growth Fund Inc | Jan 31, 2026 | 474.2K | 137.5M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 454.4K | 131.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 434.4K | 125.9M | 0.3% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Dec 31, 2025 | 376.3K | 109.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.