Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 15.6M | 1.3B | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 12.8M | 1.1B | 1.1% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 10.3M | 846.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 10.1M | 837.1M | 0.8% |
| Income Fund of America | Jan 31, 2026 | 9.7M | 802.1M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.6M | 626.5M | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 6.9M | 567.5M | 0.6% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 5.5M | 457.1M | 0.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 4.4M | 366.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.0M | 332.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.