Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 12.7M | 7.9B | 1.5% |
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Sep 30, 2025 | 11.7M | 7.3B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 8.1M | 5.0B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 6.0M | 3.7B | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 3.0M | 1.9B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 3.0M | 1.9B | 0.3% |
| Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund | Sep 30, 2025 | 2.7M | 1.7B | 0.3% |
| iShares Trust-iShares MSCI Intl Quality Factor ETF | Sep 30, 2025 | 2.4M | 1.5B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jul 31, 2025 | 2.1M | 1.3B | 0.3% |
| AB CAP FUND, INC.-AB Global Core Equity Portfolio | Sep 30, 2025 | 2.0M | 1.3B | 0.2% |
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