Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 30.0M | 165.3M | 1.5% |
| Capital Income Builder | Jan 31, 2026 | 28.8M | 158.3M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.3M | 106.2M | 0.9% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 17.7M | 97.2M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 17.0M | 93.5M | 0.8% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Nov 30, 2025 | 15.1M | 82.8M | 0.7% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 14.7M | 81.1M | 0.7% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 14.4M | 79.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 14.4M | 79.4M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 13.3M | 73.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.