Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.8M | 53.2M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.1M | 34.0M | 0.8% |
| SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources | Mar 31, 2026 | 3.0M | 32.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.2M | 24.0M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 1.2M | 13.3M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 986.3K | 10.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 816.5K | 9.0M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 784.2K | 8.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 721.7K | 7.9M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 680.6K | 7.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.