Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 5.4M | 689.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.5M | 444.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.6M | 328.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.4M | 172.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 1.3M | 163.1M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 1.1M | 134.8M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 1.0M | 128.2M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 1.0M | 129.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 989.4K | 126.2M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF | Jan 31, 2026 | 906.3K | 115.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.