Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 6.2M | 161.4M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.1M | 156.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.9M | 101.5M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.6M | 67.2M | 0.5% |
| Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd. | Jan 31, 2026 | 1.8M | 46.6M | 0.3% |
| -Price (T.Rowe) International Core Equity Trust | Sep 30, 2025 | 1.8M | 46.8M | 0.3% |
| BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund | Nov 30, 2025 | 1.8M | 45.8M | 0.3% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 1.6M | 41.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.4M | 35.6M | 0.2% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 1.4M | 35.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.