Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 33.4M | 29.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 26.4M | 23.6M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.2M | 20.7M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 18.1M | 16.2M | 0.5% |
| COHEN & STEERS GLOBAL REALTY SHARES, INC-Cohen & Steers Global Realty | Dec 31, 2025 | 13.6M | 12.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 12.2M | 10.9M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 8.8M | 7.9M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Jan 31, 2026 | 7.9M | 7.0M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 5.1M | 4.6M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 5.0M | 4.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.