Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.1M | 1.3B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.3M | 817.4M | 0.9% |
| Capital Income Builder | Dec 31, 2025 | 1.2M | 703.2M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 1.1M | 657.1M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 994.9K | 605.1M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 648.5K | 394.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 527.6K | 320.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 505.1K | 307.2M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Jan 31, 2026 | 476.4K | 289.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 382.8K | 232.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.