Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 6.0M | 7.7B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.9M | 5.0B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 3.4M | 4.4B | 0.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 1.7M | 2.1B | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 927.8K | 1.2B | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 910.8K | 1.2B | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 791.1K | 1.0B | 0.2% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2026 | 748.7K | 949.7M | 0.2% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Mar 31, 2026 | 692.8K | 878.8M | 0.1% |
| Brown Advisory Funds-Brown Advisory - WMC Japan Equity Fund | Mar 31, 2026 | 698.0K | 885.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.