Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 14.9M | 389.1M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.7M | 385.0M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.5M | 248.2M | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 9.2M | 240.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 7.1M | 185.8M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 5.1M | 134.2M | 0.5% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 4.6M | 121.0M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.9M | 102.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 3.7M | 96.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 3.5M | 91.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.