Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 27.5M | 708.3M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 25.7M | 662.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.7M | 431.2M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.7M | 327.8M | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 11.5M | 296.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 6.8M | 174.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 6.4M | 164.7M | 0.3% |
| American Funds Global Insight Fund | Jan 31, 2026 | 4.8M | 122.8M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 4.6M | 118.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 4.4M | 113.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.