Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Oct 31, 2022 | 27.3M | 2.3B | 1.1% |
| Vanguard Specialized-Health Care Fund | Oct 31, 2022 | 21.5M | 1.8B | 0.9% |
| Dodge & Cox International Stock Fund | Dec 31, 2022 | 16.7M | 1.4B | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Sep 30, 2022 | 15.3M | 1.3B | 0.6% |
| Vanguard/Wellington Fund Inc. | Nov 30, 2022 | 13.7M | 1.1B | 0.6% |
| Artisan International Value Fund | Sep 30, 2022 | 13.3M | 1.1B | 0.6% |
| iShares Core MSCI EAFE ETF | Dec 31, 2022 | 11.5M | 956.3M | 0.5% |
| iShares MSCI Eafe ETF | Dec 31, 2022 | 6.9M | 578.5M | 0.3% |
| Capital World Growth and Income Fund | Dec 31, 2022 | 5.7M | 475.2M | 0.2% |
| Capital Income Builder, Inc. | Dec 31, 2022 | 5.8M | 482.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.