Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 1.8M | 7.3M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.5M | 5.9M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 900.5K | 3.6M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 727.8K | 2.9M | 0.3% |
| VanEck ETF Trust-VanEck Agribusiness ETF | Feb 28, 2026 | 410.9K | 1.6M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 404.4K | 1.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 362.2K | 1.4M | 0.2% |
| SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF | Nov 30, 2025 | 279.5K | 1.1M | 0.1% |
| Thornburg Income Builder Opportunities Trust | Dec 31, 2025 | 279.5K | 1.1M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 240.7K | 962.6K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.