Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 33.3M | 86.5B | 3.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 13.7M | 35.5B | 1.3% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 11.1M | 28.7B | 1.1% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 9.7M | 25.1B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.1M | 23.6B | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 7.2M | 18.6B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.7M | 17.5B | 0.7% |
| Income Fund of America | Jan 31, 2026 | 6.0M | 15.5B | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 5.7M | 14.7B | 0.6% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 5.2M | 13.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.