Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 865.8M | 1.0B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 559.2M | 655.7M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 418.6M | 490.8M | 0.6% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 332.2M | 389.5M | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Apr 30, 2026 | 293.0M | 343.5M | 0.5% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Mar 31, 2026 | 243.1M | 285.0M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Apr 30, 2026 | 232.3M | 272.4M | 0.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 230.2M | 269.9M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 219.2M | 257.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 205.2M | 240.6M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.