Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 498.1K | 919.6M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 329.2K | 607.8M | 0.3% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 290.8K | 536.8M | 0.3% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 279.1K | 515.2M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 232.1K | 428.4M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 186.5K | 344.3M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 119.2K | 220.0M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 92.4K | 170.5M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Apr 30, 2026 | 82.8K | 152.9M | 0.1% |
| MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT. | Mar 31, 2026 | 79.3K | 146.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.