Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-Dividend Growth Fund | Jan 31, 2018 | 11.0M | 699.5M | 1.5% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 9.9M | 628.1M | 1.4% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 4.0M | 274.1M | 0.5% |
| Harding, Loevner Funds, Inc-International Equity Portfolio | Jan 31, 2018 | 3.3M | 209.3M | 0.5% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 3.3M | 207.1M | 0.5% |
| MFS Institutional International Equity Fund | Dec 31, 2017 | 2.3M | 160.3M | 0.3% |
| Brighthouse Fds Tr II-BH/Wellington Core Equity Opportunities Port | Mar 31, 2018 | 1.7M | 95.9M | 0.2% |
| MFS International Growth Fund | Feb 28, 2018 | 1.7M | 104.5M | 0.2% |
| iShares MSCI Canada ETF | Jun 30, 2018 | 1.5M | 105.6M | 0.2% |
| Principal Diversified International Fund | Jun 30, 2018 | 1.6M | 106.5M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.