Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 9.2M | 391.1M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.9M | 252.3M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 4.7M | 198.1M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.5M | 189.9M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 3.6M | 153.9M | 0.4% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 3.4M | 143.7M | 0.4% |
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 3.1M | 130.6M | 0.4% |
| Artisan Partners Funds Inc.-Artisan International Fund | Dec 31, 2025 | 3.0M | 126.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 2.5M | 104.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 2.3M | 98.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.