Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Oct 31, 2025 | 43.2M | 79.8M | 0.5% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 40.5M | 74.9M | 0.5% |
| MFS SERIES TRUST X-MFS Emerging Markets Equity Fund | Nov 30, 2025 | 34.2M | 63.2M | 0.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 32.7M | 60.5M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 21.3M | 39.3M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 17.4M | 32.0M | 0.2% |
| MFS SERIES TRUST I-MFS Research International Fund | Nov 30, 2025 | 16.5M | 30.4M | 0.2% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 16.1M | 29.7M | 0.2% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 13.1M | 24.2M | 0.2% |
| New World Fund Inc | Jan 31, 2026 | 9.4M | 17.3M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.