Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 13.8M | 833.8M | 0.8% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 13.4M | 810.9M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.0M | 542.4M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.8M | 407.6M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.7M | 280.9M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 4.1M | 246.3M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 3.6M | 214.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 3.4M | 206.8M | 0.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 3.4M | 205.1M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jan 31, 2026 | 2.6M | 157.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.