Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 24.4M | 993.8M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 15.8M | 642.1M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 11.8M | 481.4M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 7.3M | 295.5M | 0.3% |
| Income Fund of America | Mar 31, 2026 | 7.4M | 300.8M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 7.0M | 283.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 6.3M | 257.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 5.8M | 236.0M | 0.3% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 5.4M | 221.9M | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 5.0M | 203.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.