Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 39.0M | 2.5B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 25.2M | 1.6B | 0.7% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 23.9M | 1.5B | 0.6% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 22.9M | 1.5B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 19.2M | 1.2B | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 11.8M | 757.3M | 0.3% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 11.5M | 738.1M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 9.8M | 624.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 9.3M | 594.8M | 0.2% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 9.0M | 576.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.