Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 14.9M | 2.2B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.7M | 1.4B | 0.8% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 7.4M | 1.1B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.2M | 1.1B | 0.6% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 4.2M | 617.8M | 0.4% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 4.0M | 589.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 3.8M | 565.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 3.6M | 534.8M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 3.3M | 482.7M | 0.3% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 2.7M | 405.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.