Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 10.7M | 2.8B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 7.1M | 1.9B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 5.6M | 1.5B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 5.4M | 1.4B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.1M | 1.1B | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.1M | 810.9M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 2.8M | 745.0M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.9M | 752.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 2.6M | 697.2M | 0.3% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Mar 31, 2026 | 2.3M | 618.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.