Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 47.6M | 217.8M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 30.6M | 140.2M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 28.5M | 130.3M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 23.0M | 105.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 11.9M | 54.7M | 0.4% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 11.5M | 52.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 11.2M | 51.5M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 11.0M | 50.6M | 0.3% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 10.1M | 46.4M | 0.3% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 9.1M | 41.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.