Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 4.1M | 729.0M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.0M | 707.6M | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.0M | 542.9M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 433.2M | 0.4% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 2.1M | 369.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 2.0M | 355.7M | 0.3% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Feb 28, 2026 | 1.7M | 305.1M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 1.4M | 246.2M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.3M | 237.4M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 1.2M | 216.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.