Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 32.3M | 623.1M | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 29.4M | 568.2M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 21.0M | 404.6M | 0.8% |
| Capital Income Builder | Jan 31, 2026 | 20.2M | 390.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 15.4M | 296.9M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jan 31, 2026 | 13.2M | 254.4M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 10.0M | 193.7M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 9.7M | 188.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 8.2M | 158.1M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 8.1M | 155.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.