Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2026 | 7.3M | 36.3B | 2.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 3.9M | 19.1B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.6M | 12.7B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 1.9M | 9.2B | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Apr 30, 2026 | 1.9M | 9.3B | 0.6% |
| iShares, Inc.-iShares MSCI Japan ETF | Jun 30, 2026 | 1.1M | 5.5B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 982.1K | 4.9B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 909.8K | 4.5B | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Apr 30, 2026 | 867.8K | 4.3B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Apr 30, 2026 | 615.9K | 3.0B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.