Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 33.1M | 73.3M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 21.2M | 47.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 16.5M | 36.7M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 15.9M | 35.1M | 0.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 8.7M | 19.2M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 8.1M | 18.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 8.2M | 18.2M | 0.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 7.2M | 15.9M | 0.3% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jan 31, 2026 | 6.8M | 15.1M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Feb 28, 2026 | 6.0M | 13.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.