Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 83.3M | 3.3B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 55.1M | 2.2B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 41.4M | 1.6B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 27.0M | 1.1B | 0.5% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 25.4M | 1.0B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 21.6M | 856.3M | 0.4% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 19.9M | 788.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 20.0M | 790.1M | 0.4% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 17.5M | 694.0M | 0.3% |
| PUTNAM LARGE CAP VALUE FUND | Apr 30, 2026 | 14.3M | 566.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.