Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 24.6M | 1.5B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 22.6M | 1.4B | 1.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 22.2M | 1.4B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.4M | 897.7M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 9.6M | 597.3M | 0.6% |
| Income Fund of America | Jan 31, 2026 | 9.5M | 587.6M | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 7.5M | 466.3M | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 5.7M | 354.6M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.7M | 351.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.1M | 317.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.