Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 10.7M | 2.6B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.9M | 1.7B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 5.7M | 1.4B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 5.3M | 1.3B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 5.0M | 1.2B | 0.6% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.1M | 751.8M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.9M | 697.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.8M | 676.7M | 0.4% |
| Capital Income Builder | Jan 31, 2026 | 2.6M | 627.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 2.6M | 640.3M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.