Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 154.8M | 1.2B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 102.8M | 827.6M | 1.0% |
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 79.3M | 638.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 78.0M | 627.7M | 0.8% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 76.9M | 619.0M | 0.7% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Jun 30, 2026 | 68.6M | 552.6M | 0.7% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 63.0M | 507.4M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 58.7M | 472.4M | 0.6% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 58.5M | 470.8M | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2026 | 56.6M | 455.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.