Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust X-MFS International Intrinsic Value Fund | May 31, 2023 | 5.0M | 37.5M | 2.8% |
| Smallcap World Fund | Jun 30, 2023 | 2.1M | 18.1M | 1.2% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 2.0M | 20.5M | 1.2% |
| Victory Portfolios-Victory Trivalent International Small Cap Fund | Jun 30, 2023 | 1.2M | 10.6M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 1.2M | 10.4M | 0.7% |
| DFA Continental Small Company Series | Jul 31, 2023 | 1.2M | 12.1M | 0.7% |
| Avantis International Small Cap Value ETF | Sep 30, 2023 | 1.2M | 11.4M | 0.7% |
| Cohen & Steers Global Realty Shares, Inc. | Jun 30, 2023 | 1.0M | 9.1M | 0.6% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 946.5K | 9.9M | 0.5% |
| James Alpha Funds Tr-Easterly Global Real Estate Fd | May 31, 2023 | 950.5K | 7.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.