Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| IVA Fiduciary Tr-IVA International Fd | Dec 31, 2017 | 956.7K | 67.1M | 2.8% |
| IVA Fiduciary Tr-IVA Worldwide Fd | Dec 31, 2017 | 854.4K | 60.0M | 2.5% |
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 612.0K | 49.3M | 1.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 370.8K | 30.0M | 1.1% |
| Fidelity Overseas Fund (US) | Jun 30, 2018 | 365.5K | 31.9M | 1.1% |
| Fidelity International Discovery Fund | Jun 30, 2018 | 335.2K | 29.2M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 150.5K | 10.6M | 0.4% |
| DFA Continental Small Company Series | Jan 31, 2018 | 142.4K | 11.5M | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 131.6K | 11.5M | 0.4% |
| DFA International Core Equity Portfolio | Jan 31, 2018 | 113.1K | 9.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.