Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.2M | 470.1M | 1.4% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 5.1M | 332.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.7M | 306.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.4M | 223.2M | 0.7% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 2.9M | 191.1M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 2.6M | 167.0M | 0.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 2.5M | 160.7M | 0.5% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 2.1M | 135.9M | 0.4% |
| HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT. | Jan 31, 2026 | 1.9M | 125.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.8M | 119.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.