Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 20.7M | 2.1B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.5M | 1.5B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 9.6M | 959.8M | 0.9% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Mar 31, 2026 | 7.9M | 790.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 7.2M | 718.0M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 6.1M | 608.2M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.8M | 477.2M | 0.4% |
| Capital Income Builder | Mar 31, 2026 | 4.4M | 444.9M | 0.4% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 4.4M | 438.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 3.7M | 374.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.