Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Global Infrastructure ETF | Jan 31, 2026 | 47.3M | 655.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 45.1M | 624.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 29.3M | 405.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 21.2M | 294.5M | 0.7% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 11.4M | 158.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.4M | 157.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 10.7M | 148.8M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 8.8M | 121.9M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 8.8M | 121.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 6.7M | 93.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.