Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 29.5M | 1.5B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 19.5M | 979.0M | 0.7% |
| Capital Income Builder | Apr 30, 2026 | 15.0M | 753.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 14.9M | 749.7M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 10.4M | 523.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 7.9M | 398.3M | 0.3% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 8.0M | 399.8M | 0.3% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 7.5M | 379.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 7.3M | 367.4M | 0.3% |
| Income Fund of America | Apr 30, 2026 | 6.1M | 306.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.