Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 1.3M | 2.4B | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 902.6K | 1.6B | 1.4% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 699.5K | 1.3B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 582.3K | 1.0B | 0.9% |
| HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT. | Jan 31, 2026 | 491.6K | 882.7M | 0.8% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 451.1K | 809.9M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 419.1K | 752.4M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 222.5K | 399.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 211.6K | 380.0M | 0.3% |
| Baird Funds Inc-Baird Chautauqua International Growth Fund | Jan 31, 2026 | 187.4K | 336.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.