Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.4M | 36.0M | 1.2% |
| Artisan Partners Funds Inc.-Artisan International Small-Mid Fund | Dec 31, 2025 | 2.0M | 30.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.6M | 24.6M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 19.1M | 0.6% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Jan 31, 2026 | 702.7K | 10.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 684.7K | 10.4M | 0.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Oct 31, 2025 | 656.9K | 10.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 591.4K | 9.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 401.1K | 6.1M | 0.2% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Oct 31, 2025 | 370.1K | 5.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.