Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 47.1M | 223.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 30.6M | 145.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 22.4M | 106.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.8M | 56.1M | 0.4% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 11.5M | 54.4M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 11.0M | 52.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 11.2M | 52.8M | 0.3% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 10.1M | 48.0M | 0.3% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Nov 30, 2025 | 8.8M | 41.9M | 0.3% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jan 31, 2026 | 8.9M | 42.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.