Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 4.5M | 5.8B | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.2M | 2.9B | 1.0% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 2.1M | 2.7B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 1.9B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jan 31, 2026 | 1.3M | 1.7B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 1.5B | 0.5% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Jan 31, 2026 | 759.8K | 993.8M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 606.8K | 793.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 570.3K | 745.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 460.1K | 601.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.