Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.7M | 341.9M | 1.1% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 3.0M | 216.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 1.5M | 111.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 1.4M | 104.4M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Mar 31, 2026 | 756.8K | 54.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE Growth ETF | Mar 31, 2026 | 600.7K | 43.6M | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Mar 31, 2026 | 560.3K | 40.6M | 0.1% |
| Hennessy Funds Trust-Hennessy Focus Fund | Mar 31, 2026 | 580.6K | 42.1M | 0.1% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Mar 31, 2026 | 453.3K | 32.9M | 0.1% |
| iShares Trust-iShares MSCI United Kingdom ETF | Mar 31, 2026 | 447.0K | 32.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.