Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 13.4M | 671.8M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 13.1M | 653.5M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 8.7M | 433.5M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 6.6M | 328.4M | 0.7% |
| Capital Income Builder | Jul 31, 2026 | 5.2M | 260.4M | 0.6% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jul 31, 2026 | 4.5M | 223.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 3.5M | 175.1M | 0.4% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jul 31, 2026 | 3.2M | 161.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 3.2M | 158.1M | 0.4% |
| New World Fund Inc | Sep 30, 2026 | 3.0M | 148.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.