Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.1M | 135.2M | 1.1% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Mar 31, 2026 | 787.4K | 98.1M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 715.2K | 89.1M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 492.2K | 61.3M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 402.6K | 50.2M | 0.4% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Mar 31, 2026 | 323.0K | 40.3M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 284.1K | 35.4M | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 278.5K | 34.7M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 255.5K | 31.8M | 0.3% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 240.8K | 30.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.