Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 129.7M | 1.2B | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 112.6M | 1.1B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 73.3M | 689.5M | 0.7% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 62.1M | 584.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 55.4M | 521.0M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 29.3M | 275.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 28.1M | 264.0M | 0.3% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 25.3M | 238.2M | 0.3% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 23.9M | 224.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 21.3M | 200.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.