Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 85.4M | 297.4B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 54.6M | 190.3B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 39.7M | 138.4B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 26.8M | 93.2B | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 24.2M | 84.2B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 20.9M | 72.7B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 20.0M | 69.6B | 0.3% |
| Income Fund of America | Dec 31, 2025 | 17.6M | 61.3B | 0.3% |
| Capital Income Builder | Dec 31, 2025 | 16.7M | 58.2B | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 15.1M | 52.7B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.