Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.6M | 512.6M | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.4M | 417.6M | 1.1% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 4.4M | 344.8M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.3M | 333.1M | 0.9% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 3.9M | 300.9M | 0.8% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 3.4M | 265.0M | 0.7% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 3.4M | 263.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.1M | 242.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.6M | 127.9M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 1.6M | 127.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.