Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.1M | 183.3M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.6M | 70.0M | 0.8% |
| -Victory Pioneer Multi-Asset Income Fund | Jan 31, 2026 | 1.4M | 61.6M | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.3M | 56.9M | 0.7% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 969.5K | 43.4M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 774.1K | 34.7M | 0.4% |
| Pioneer Series Trust VIII-Victory Pioneer International Equity Fund | Nov 30, 2025 | 749.4K | 33.6M | 0.4% |
| Third Avenue Trust-THIRD AVENUE VALUE FUND | Jan 31, 2026 | 559.9K | 25.1M | 0.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 562.0K | 25.2M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 560.9K | 25.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.