Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Apr 30, 2026 | 2.7M | 62.2M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.6M | 37.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 23.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 776.8K | 17.6M | 0.4% |
| PUTNAM FOCUSED INTERNATIONAL EQUITY FUND | Jan 31, 2026 | 646.7K | 14.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 439.4K | 9.9M | 0.2% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jan 31, 2026 | 338.8K | 7.7M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 330.8K | 7.5M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 279.4K | 6.3M | 0.2% |
| Victory Portfolios II-Victory Market Neutral Income Fund | Mar 31, 2026 | 280.1K | 6.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.