Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Oct 31, 2025 | 3.5M | 233.1M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.4M | 156.9M | 1.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Oct 31, 2025 | 2.3M | 154.2M | 1.3% |
| MFS Series Trust X-MFS International Large Cap Value Fund | Nov 30, 2025 | 1.5M | 101.4M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 99.4M | 0.8% |
| First Eagle Funds-First Eagle Overseas Fund | Oct 31, 2025 | 1.4M | 95.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 76.3M | 0.6% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Jan 31, 2026 | 663.5K | 44.0M | 0.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Oct 31, 2025 | 620.7K | 41.1M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 584.7K | 38.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.