Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 37.0M | 3.2B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.9M | 2.0B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 18.2M | 1.6B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 16.2M | 1.4B | 0.6% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 11.6M | 994.0M | 0.5% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 10.7M | 915.8M | 0.4% |
| Income Fund of America | Mar 31, 2026 | 10.3M | 879.5M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 10.2M | 869.9M | 0.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 9.4M | 806.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 9.5M | 810.0M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.