Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 618.9K | 302.9M | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 391.8K | 191.8M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 254.7K | 124.7M | 0.9% |
| SmallCap World Fund Inc | Dec 31, 2025 | 231.3K | 113.2M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 185.9K | 91.0M | 0.6% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 113.6K | 55.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 98.5K | 48.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 93.0K | 45.5M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 67.3K | 32.9M | 0.2% |
| Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund | Dec 31, 2025 | 61.7K | 30.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.