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Holders

Fund holders

Name Date reported Shares Value % Held
VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund Oct 31, 2025 493.9K 934.7M 0.5%
VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund Dec 31, 2025 321.6K 608.6M 0.3%
NEW PERSPECTIVE FUND Dec 31, 2025 290.8K 550.3M 0.3%
GROWTH FUND OF AMERICA Dec 31, 2025 279.1K 528.1M 0.3%
VANGUARD WORLD FUND-Vanguard International Growth Fund Nov 30, 2025 240.2K 454.6M 0.2%
iShares Trust-iShares Core MSCI EAFE ETF Dec 31, 2025 216.1K 409.1M 0.2%
Fidelity Concord Street Trust-Fidelity International Index Fund Jan 31, 2026 114.1K 216.0M 0.1%
iShares Trust-iShares MSCI EAFE ETF Dec 31, 2025 108.6K 205.5M 0.1%
Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio Jan 31, 2026 91.0K 172.2M 0.1%
MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT. Dec 31, 2025 84.6K 160.2M 0.1%
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