Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 29.4M | 2.2B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 19.5M | 1.5B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 15.2M | 1.2B | 0.5% |
| Capital Income Builder | Jun 30, 2026 | 15.0M | 1.1B | 0.5% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 13.6M | 1.0B | 0.5% |
| Income Fund of America | Jun 30, 2026 | 13.1M | 998.0M | 0.5% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 8.7M | 659.8M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 7.9M | 604.5M | 0.3% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 7.5M | 574.2M | 0.3% |
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 7.6M | 577.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.