Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 231.5M | 1.6B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 148.2M | 1.0B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 108.0M | 731.7M | 0.6% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 65.1M | 440.8M | 0.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 63.2M | 428.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 57.4M | 388.7M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 55.7M | 377.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 54.2M | 367.2M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 43.4M | 294.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 41.1M | 278.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.