Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 24.2M | 87.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.2M | 58.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 14.2M | 51.7M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 7.2M | 26.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 6.2M | 22.4M | 0.2% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jan 31, 2026 | 4.4M | 15.9M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 3.7M | 13.3M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Jan 31, 2026 | 2.3M | 8.2M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd. | Jan 31, 2026 | 2.0M | 7.4M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd. | Jan 31, 2026 | 1.2M | 4.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.