Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 497.8K | 800.4M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 321.6K | 517.1M | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 290.8K | 467.6M | 0.3% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 279.1K | 448.7M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 232.1K | 373.2M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 226.3K | 363.9M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 116.5K | 187.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 110.4K | 177.5M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 84.9K | 136.6M | 0.1% |
| MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT. | Mar 31, 2026 | 79.3K | 127.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.