Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 9.6M | 298.7M | 4.0% |
| SmallCap World Fund Inc | Mar 31, 2026 | 9.5M | 296.7M | 4.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.6M | 112.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.3M | 71.6M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.8M | 57.2M | 0.8% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 1.3M | 39.8M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.1M | 33.1M | 0.4% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 1.0M | 31.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 975.1K | 30.4M | 0.4% |
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 776.6K | 24.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.