Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 1.3B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 1.4M | 880.2M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.0M | 634.0M | 0.7% |
| Capital Income Builder | Mar 31, 2026 | 827.9K | 504.4M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Apr 30, 2026 | 584.6K | 356.1M | 0.4% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 557.0K | 339.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 544.8K | 331.9M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 525.2K | 320.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 510.1K | 310.8M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Apr 30, 2026 | 439.9K | 268.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.