Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 29.8M | 1.5B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 19.8M | 1.0B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 15.3M | 787.5M | 0.5% |
| Capital Income Builder | Jul 31, 2026 | 14.5M | 745.1M | 0.5% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 13.6M | 700.3M | 0.5% |
| Income Fund of America | Jul 31, 2026 | 13.1M | 672.4M | 0.5% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 8.7M | 444.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 8.1M | 414.6M | 0.3% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 7.5M | 386.9M | 0.3% |
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 7.6M | 389.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.