Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 34.1M | 319.5M | 1.3% |
| Capital Income Builder | Dec 31, 2025 | 27.7M | 259.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.3M | 217.9M | 0.9% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 17.0M | 158.8M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 16.5M | 154.7M | 0.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 14.4M | 134.6M | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 14.4M | 135.2M | 0.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 14.2M | 132.7M | 0.5% |
| -Price (T.Rowe) International Core Equity Trust | Sep 30, 2025 | 12.6M | 117.8M | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 10.6M | 98.8M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.