Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 10.7M | 2.9B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 7.2M | 1.9B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 5.6M | 1.5B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 5.5M | 1.5B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 3.1M | 825.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 2.9M | 766.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 2.6M | 700.1M | 0.3% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 2.7M | 708.8M | 0.3% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 2.4M | 646.9M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Jul 31, 2026 | 2.0M | 536.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.