Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 6.0M | 380.5M | 1.4% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 5.0M | 315.6M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.9M | 245.2M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 3.0M | 186.5M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 1.6M | 97.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 1.5M | 91.8M | 0.3% |
| Capital Income Builder | Mar 31, 2026 | 1.4M | 87.3M | 0.3% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 1.4M | 86.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 1.0M | 64.8M | 0.2% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 1.0M | 64.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.