Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 48.7M | 1.4B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 31.0M | 918.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 22.1M | 654.3M | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 16.5M | 490.2M | 0.4% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 11.2M | 331.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 11.1M | 329.8M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 11.0M | 325.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 8.4M | 249.8M | 0.2% |
| VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd. | Jan 31, 2026 | 7.5M | 221.5M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 7.3M | 216.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.