Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 735.7K | 53.4M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 483.0K | 35.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 315.8K | 22.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 276.1K | 20.0M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 180.8K | 13.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 168.0K | 12.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 160.3K | 11.6M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Feb 28, 2026 | 136.2K | 9.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 127.9K | 9.3M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 126.6K | 9.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.