Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 1.2B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.3M | 797.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 1.0M | 601.2M | 0.7% |
| Capital Income Builder | Jan 31, 2026 | 867.0K | 514.6M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 648.5K | 385.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 533.9K | 316.9M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 525.2K | 311.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 505.8K | 300.2M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 476.8K | 283.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 390.0K | 231.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.