Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 3.2M | 71.3M | 1.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 1.9M | 42.5M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.6M | 35.1M | 0.9% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 1.4M | 31.5M | 0.8% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.3M | 28.3M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 22.7M | 0.6% |
| VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund | Dec 31, 2025 | 934.0K | 20.8M | 0.5% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 797.3K | 17.8M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 742.0K | 16.5M | 0.4% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 646.5K | 14.4M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.