Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 5.2M | 3.4B | 1.0% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Feb 28, 2026 | 4.2M | 2.8B | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 3.5M | 2.3B | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.4M | 2.2B | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.4M | 1.6B | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.2M | 1.5B | 0.4% |
| Prudential World Fd., Inc.-PGIM Jennison Intl Opportunities Fd. | Jan 31, 2026 | 1.5M | 994.8M | 0.3% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 1.4M | 951.4M | 0.3% |
| AMERICAN FUNDS INSURANCE SERIES-Global Growth Fund | Dec 31, 2025 | 1.2M | 806.5M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.2M | 773.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.