Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 320.5K | 316.5M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 207.5K | 205.0M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 161.3K | 159.3M | 0.3% |
| Manning & Napier Fund, Inc.-Overseas Series | Apr 30, 2026 | 126.1K | 124.6M | 0.2% |
| Advisors Series Trust-Pzena International Small Cap Value Fund | Apr 30, 2026 | 105.2K | 103.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 93.0K | 91.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 80.3K | 79.3M | 0.2% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Apr 30, 2026 | 80.0K | 79.0M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 75.0K | 74.0M | 0.1% |
| Gabelli Asset Fund-The Gabelli Asset Fund | Mar 31, 2026 | 56K | 55.3M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.