Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 18.7M | 1.9B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 12.2M | 1.3B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 9.5M | 978.4M | 0.5% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 6.2M | 638.8M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.1M | 518.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 4.8M | 490.0M | 0.2% |
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 4.3M | 443.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 3.2M | 327.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 2.8M | 287.2M | 0.1% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Dec 31, 2025 | 2.8M | 287.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.