Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 3.7M | 27.2M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 3.1M | 22.4M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.0M | 15.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 1.7M | 12.2M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Apr 30, 2026 | 1.5M | 11.2M | 0.7% |
| Principal Funds, Inc-Global Real Estate Securities Fund | Apr 30, 2026 | 1.3M | 9.7M | 0.6% |
| Columbia Acorn Trust-Columbia Acorn International | Mar 31, 2026 | 1.1M | 8.0M | 0.5% |
| MFS SERIES TRUST IV-MFS Blended Research International Equity Fund | May 31, 2026 | 949.5K | 6.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jun 30, 2026 | 864.4K | 6.3M | 0.4% |
| CBRE Global Real Estate Income Fund | Mar 31, 2026 | 829.6K | 6.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.