Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 312.8K | 270.9M | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 304.8K | 264.0M | 1.1% |
| Income Fund of America | Jan 31, 2026 | 216.8K | 187.7M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 209.4K | 181.4M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 202.9K | 175.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 155.4K | 134.6M | 0.6% |
| -Price (T.Rowe) International Growth Equity Trust | Sep 30, 2025 | 101.7K | 88.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 82.8K | 71.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 78.6K | 68.1M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 59.1K | 51.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.