Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 14.9M | 340.1M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.7M | 336.5M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 9.7M | 222.4M | 1.0% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 9.2M | 210.5M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 7.2M | 164.4M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 5.1M | 117.3M | 0.5% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 4.6M | 105.8M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.9M | 89.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 3.8M | 85.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 3.5M | 80.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.