Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 82.8M | 50.3M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 53.8M | 32.7M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 48.7M | 29.6M | 0.4% |
| Third Avenue Trust-THIRD AVENUE VALUE FUND | Jan 31, 2026 | 33.0M | 20.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 23.1M | 14.0M | 0.2% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 17.7M | 10.8M | 0.2% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Feb 28, 2026 | 15.2M | 9.3M | 0.1% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 16.2M | 9.9M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 12.7M | 7.7M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 12.5M | 7.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.