Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.1M | 4.5M | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.9M | 4.1M | 0.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.7M | 3.6M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.5M | 3.2M | 0.1% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Nov 30, 2025 | 1.3M | 2.7M | 0.1% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 1.3M | 2.8M | 0.1% |
| Procure ETF Trust II-Procure Space ETF | Jan 31, 2026 | 1.2M | 2.5M | 0.1% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.0M | 2.2M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 901.5K | 1.9M | 0.1% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 521.6K | 1.1M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.