Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.9M | 2.2B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.1M | 1.4B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 3.9M | 1.1B | 0.7% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 3.6M | 988.9M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 2.9M | 804.5M | 0.5% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.5M | 699.9M | 0.4% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 2.4M | 665.8M | 0.4% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Apr 30, 2026 | 2.3M | 630.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 2.0M | 553.7M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Mar 31, 2026 | 2.0M | 558.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.