Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 13.1M | 663.2M | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 9.0M | 458.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 8.4M | 428.0M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 6.4M | 322.7M | 0.7% |
| Capital Income Builder | Mar 31, 2026 | 3.9M | 197.2M | 0.4% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 3.7M | 185.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 3.3M | 166.5M | 0.4% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Mar 31, 2026 | 3.2M | 164.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 3.1M | 157.9M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 2.9M | 148.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.