Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 941.5K | 69.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 612.6K | 45.5M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 475.9K | 35.3M | 0.5% |
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 445.6K | 33.1M | 0.4% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 361.4K | 26.8M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 335.7K | 24.9M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 311.7K | 23.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 267.0K | 19.8M | 0.3% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 252.1K | 18.7M | 0.2% |
| LINCOLN Varbl INSURANCE Prod. TRT-LVIP Mondrian Intl Value Fd. | Dec 31, 2025 | 211.9K | 15.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.