Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 4.1M | 89.6M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.7M | 37.2M | 0.8% |
| Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund | Apr 30, 2026 | 1.6M | 34.8M | 0.7% |
| Variable Insurance Products Fund-Growth Portfolio | Apr 30, 2026 | 1.5M | 33.1M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 24.2M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 958.5K | 21.0M | 0.4% |
| Fidelity Investment Trust-Fidelity Series International Small Cap Fund | Feb 28, 2026 | 910K | 19.9M | 0.4% |
| Fidelity Hastings Street Trust-Fidelity Growth Discovery Fund | Apr 30, 2026 | 798.1K | 17.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Apr 30, 2026 | 585.6K | 12.8M | 0.3% |
| VANGUARD HORIZON FUNDS-Vanguard Global Equity Fund | Mar 31, 2026 | 538.1K | 11.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.