Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 3.1M | 179.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.3M | 131.5M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 85.0M | 0.7% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Nov 30, 2025 | 1.3M | 76.3M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 1.3M | 76.6M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.1M | 61.9M | 0.5% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 1.1M | 61.0M | 0.5% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Oct 31, 2025 | 1.0M | 59.6M | 0.5% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 792.2K | 46.0M | 0.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 634.6K | 36.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.