Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 5.7M | 756.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.7M | 492.6M | 1.0% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 3.3M | 438.9M | 0.9% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 2.6M | 342.3M | 0.7% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 1.7M | 229.1M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.3M | 178.0M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 900.6K | 120.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 854.3K | 113.8M | 0.2% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 861.3K | 114.8M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 826.2K | 110.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.