Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 81.4M | 291.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 53.1M | 189.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 39.5M | 141.5M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 20.8M | 74.4M | 0.4% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 20.4M | 72.9M | 0.4% |
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Dec 31, 2025 | 20.5M | 73.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 19.6M | 70.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 14.9M | 53.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 13.9M | 49.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 12.2M | 43.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.