Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.9M | 52.2M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.2M | 34.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 954.3K | 26.1M | 0.5% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 815.9K | 22.3M | 0.4% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Dec 31, 2025 | 548.9K | 15.0M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 524.5K | 14.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 500.9K | 13.7M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 478.7K | 13.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 324.4K | 8.9M | 0.2% |
| AIM Fd.s Group -Invesco Intl Small Company Fd. | Dec 31, 2025 | 304.5K | 8.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.