Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 1.2M | 743.4M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 885.6K | 564.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 576.1K | 367.3M | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 503.9K | 321.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 422.9K | 269.6M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 224.6K | 143.2M | 0.4% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 225K | 143.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 212.7K | 135.6M | 0.3% |
| Prudential World Fd., Inc.-PGIM Jennison Intl Opportunities Fd. | Jan 31, 2026 | 192.3K | 122.6M | 0.3% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund | Jan 31, 2026 | 179.9K | 114.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.