Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Apr 30, 2025 | 12.1M | 18.2M | 1.2% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Jun 30, 2025 | 10.8M | 16.3M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 9.4M | 14.1M | 1.0% |
| HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund | Mar 31, 2025 | 9.0M | 13.5M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 5.8M | 8.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2025 | 4.5M | 6.8M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | May 31, 2025 | 3.9M | 5.9M | 0.4% |
| HOTCHKIS & WILEY FUNDS/DE/-HW Opportunities MP Fund | Mar 31, 2025 | 2.3M | 3.5M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jun 30, 2025 | 2.1M | 3.1M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Apr 30, 2025 | 1.9M | 2.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.