Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 369.8K | 268.6M | 0.7% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 274.4K | 199.3M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 240.4K | 174.6M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 176.2K | 128.0M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 140.3K | 101.9M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Feb 28, 2026 | 114.3K | 83.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Jan 31, 2026 | 101.9K | 74.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 94.5K | 68.6M | 0.2% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 94.9K | 68.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 89.0K | 64.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.