Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 224.7M | 1.6B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 148.6M | 1.1B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 101.0M | 733.6M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 95.1M | 690.4M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | May 31, 2026 | 53.8M | 390.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 52.4M | 380.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 49.4M | 358.5M | 0.3% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | May 31, 2026 | 42.1M | 305.8M | 0.2% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | May 31, 2026 | 40.8M | 296.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Apr 30, 2026 | 37.4M | 271.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.