Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 3.5M | 552.9M | 4.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 3.3M | 517.8M | 3.7% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 3.2M | 511.6M | 3.7% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.4M | 375.6M | 2.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.3M | 200.1M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 820.4K | 130.2M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 667.1K | 105.9M | 0.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 518.1K | 82.2M | 0.6% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 504.8K | 80.1M | 0.6% |
| Fidelity Select Portfolios-Select Defense and Aerospace Portfolio | Feb 28, 2026 | 477.2K | 75.7M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.