Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 9.3M | 19.3M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.0M | 12.4M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 2.3M | 4.7M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 1.6M | 3.3M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 1.4M | 2.9M | 0.1% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2026 | 1.3M | 2.6M | 0.0% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 1.3M | 2.7M | 0.0% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 1.1M | 2.4M | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 837.5K | 1.7M | 0.0% |
| ETF Series Solutions-Vident International Equity Strategy ETF | Nov 30, 2025 | 863.8K | 1.8M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.