Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.7M | 94.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.4M | 61.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.2M | 44.6M | 0.6% |
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 2.5M | 35.5M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 2.0M | 28.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.7M | 24.0M | 0.3% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jan 31, 2026 | 1.7M | 24.0M | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 1.7M | 24.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 22.8M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 1.3M | 18.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.