Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 10.7M | 3.0B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 7.1M | 2.0B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 5.6M | 1.6B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 5.5M | 1.5B | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 2.9M | 800.9M | 0.4% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 2.7M | 748.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 2.6M | 739.0M | 0.3% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 2.4M | 682.9M | 0.3% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Apr 30, 2026 | 2.2M | 620.8M | 0.3% |
| Capital Income Builder | Jun 30, 2026 | 1.9M | 519.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.