Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 50.6M | 1.3B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 33.6M | 854.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 25.8M | 656.3M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 23.8M | 605.8M | 0.5% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Jun 30, 2026 | 15.5M | 395.3M | 0.3% |
| SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund | Jun 30, 2026 | 15.2M | 386.5M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 14.4M | 367.7M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Jun 30, 2026 | 14.3M | 364.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2026 | 13.4M | 342.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2026 | 12.1M | 309.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.