Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.9M | 6.4B | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.2M | 4.2B | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.0M | 3.5B | 0.4% |
| American Century World Mutual Funds, Inc.-International Growth Fund | Jan 31, 2026 | 875K | 2.9B | 0.3% |
| AIM Intl Mutual Fd.s -Invesco EQV Intl Eqy. Fd. | Jan 31, 2026 | 729.5K | 2.4B | 0.3% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Jan 31, 2026 | 660.4K | 2.2B | 0.2% |
| LAZARD FUNDS INC-Lazard International Strategic Equity Portfolio | Dec 31, 2025 | 600.7K | 2.0B | 0.2% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF | Jan 31, 2026 | 592.9K | 2.0B | 0.2% |
| AIM Fd.s Group -Invesco Intl Small Company Fd. | Dec 31, 2025 | 570.4K | 1.9B | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 548.6K | 1.8B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.