Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 123.3M | 1.2B | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 113.6M | 1.1B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 75.1M | 732.9M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 57.7M | 563.1M | 0.6% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Mar 31, 2026 | 54.7M | 534.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 30.3M | 295.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 28.4M | 276.9M | 0.3% |
| -Price (T.Rowe) International Value Equity Trust | Mar 31, 2026 | 23.0M | 224.6M | 0.2% |
| iShares Trust-iShares International Select Dividend ETF | Apr 30, 2026 | 22.5M | 219.9M | 0.2% |
| iShares Trust-iShares Global Infrastructure ETF | Apr 30, 2026 | 21.7M | 211.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.