Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 8.5M | 42.8B | 2.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.8M | 19.3B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.5M | 12.5B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 9.0B | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.7M | 8.5B | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 956.9K | 4.8B | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 908.7K | 4.6B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 916.9K | 4.6B | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 794.3K | 4.0B | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 690.7K | 3.5B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.