Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 6.3M | 120.8M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.1M | 79.7M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 3.1M | 60.0M | 0.7% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 2.7M | 52.6M | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 1.7M | 33.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 1.7M | 33.4M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 1.2M | 24.1M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.2M | 22.2M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Feb 28, 2026 | 1.0M | 19.7M | 0.2% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Apr 30, 2026 | 1.0M | 19.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.