Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.9M | 2.2B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.1M | 1.4B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.8M | 1.0B | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 2.9M | 782.5M | 0.5% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.5M | 694.9M | 0.4% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 2.5M | 671.9M | 0.4% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Feb 28, 2026 | 2.1M | 571.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.0M | 545.1M | 0.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 1.9M | 515.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 1.9M | 515.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.