Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 9.8M | 14.6B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 7.6M | 11.3B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.3M | 9.4B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 4.4M | 6.6B | 0.6% |
| American Funds Global Insight Fund | Mar 31, 2026 | 3.4M | 5.0B | 0.5% |
| Capital Income Builder | Mar 31, 2026 | 3.2M | 4.9B | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 3.3M | 4.9B | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 2.6M | 3.9B | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 2.3M | 3.4B | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.3M | 3.5B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.