Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 21.8M | 4.1B | 1.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 14.0M | 2.6B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 13.9M | 2.6B | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Oct 31, 2025 | 13.1M | 2.5B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 10.6M | 2.0B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.1M | 1.9B | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 9.1M | 1.7B | 0.6% |
| Capital Income Builder | Dec 31, 2025 | 7.0M | 1.3B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Nov 30, 2025 | 5.5M | 1.0B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Dec 31, 2025 | 5.3M | 996.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.