Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 50.0M | 1.5B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 33.0M | 962.8M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 26.2M | 763.5M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 23.8M | 693.6M | 0.5% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Mar 31, 2026 | 16.5M | 481.9M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Mar 31, 2026 | 15.8M | 461.0M | 0.3% |
| SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund | Mar 31, 2026 | 14.5M | 423.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 13.8M | 403.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 12.3M | 357.3M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | May 31, 2026 | 9.6M | 278.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.