Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 4.4M | 78.0M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.4M | 61.3M | 1.3% |
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 3.0M | 52.6M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 39.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.6M | 28.4M | 0.6% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jan 31, 2026 | 1.4M | 24.3M | 0.5% |
| SmallCap World Fund Inc | Mar 31, 2026 | 1.1M | 19.6M | 0.4% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 910.1K | 16.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 826.1K | 14.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 769.4K | 13.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.