Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 84.6M | 3.2B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 54.6M | 2.1B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 40.1M | 1.5B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 27.0M | 1.0B | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 25.4M | 973.9M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 25.5M | 977.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 21.1M | 811.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 19.7M | 757.7M | 0.3% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 17.5M | 672.7M | 0.3% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 16.3M | 624.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.