Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.0M | 451.5M | 1.4% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 5.1M | 383.8M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.9M | 293.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.9M | 216.1M | 0.6% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 1.9M | 142.9M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.5M | 114.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.4M | 108.4M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 1.4M | 104.4M | 0.3% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 1.4M | 103.9M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 1.3M | 96.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.