Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.7M | 109.6M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 71.9M | 0.9% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 1.6M | 66.2M | 0.8% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 1.2M | 49.6M | 0.6% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 1.2M | 49.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.0M | 41.9M | 0.5% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd. | Jan 31, 2026 | 841.9K | 34.2M | 0.4% |
| Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND | Dec 31, 2025 | 820.8K | 33.3M | 0.4% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 581.8K | 23.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 567.8K | 23.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.