Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 9.5M | 35.8B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.1M | 23.2B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.4M | 16.8B | 0.6% |
| Principal Funds, Inc-International Equity Fund | Jan 31, 2026 | 4.1M | 15.3B | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.3M | 8.8B | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 2.2M | 8.4B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 2.2M | 8.3B | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 2.1M | 7.8B | 0.3% |
| JPMorgan Trust I-JPMorgan International Equity Fund | Jan 31, 2026 | 2.0M | 7.6B | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Research Enhanced Eqy. ETF | Jan 31, 2026 | 1.8M | 7.0B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.