Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.9M | 902.8M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.2M | 781.6M | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.1M | 571.5M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.7M | 504.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 2.1M | 388.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.1M | 203.6M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 1.0M | 192.7M | 0.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 1.0M | 187.5M | 0.2% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 926.3K | 171.8M | 0.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 764.6K | 141.8M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.