Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 10.6M | 3.0M | 3.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.4M | 979.0K | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 619.3K | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 453.1K | 0.5% |
| Fidelity Rutland Square Trust II-Strategic Advisers International Fund | Feb 28, 2026 | 1.2M | 348.4K | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 838.5K | 239.4K | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 778.9K | 222.4K | 0.2% |
| -SSgA SPDR ETFS Europe I-SPDR MSCI Europe Small Cap Value Weighted | Jan 31, 2026 | 709.1K | 202.4K | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 591.9K | 169.0K | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 576.2K | 164.5K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.