Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 10.1M | 81.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.5M | 53.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 5.3M | 43.0M | 0.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 3.8M | 31.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 2.6M | 21.4M | 0.2% |
| Principal Funds, Inc-Global Real Estate Securities Fund | Jan 31, 2026 | 2.5M | 20.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 2.5M | 20.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 2.4M | 19.6M | 0.2% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Dec 31, 2025 | 2.3M | 18.5M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Mar 31, 2026 | 1.9M | 15.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.