Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 659.8K | 785.2M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 426.0K | 507.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 328.0K | 390.3M | 0.7% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Apr 30, 2026 | 306.8K | 365.1M | 0.7% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Apr 30, 2026 | 184.5K | 219.5M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Apr 30, 2026 | 184.5K | 219.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 171.3K | 203.8M | 0.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 159.5K | 189.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 160.2K | 190.6M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Apr 30, 2026 | 155.4K | 185.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.