Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 26.5M | 1.6B | 6.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 13.6M | 810.6M | 3.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.2M | 366.4M | 1.5% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 5.5M | 324.9M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 5.0M | 297.2M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.0M | 235.8M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 2.9M | 172.0M | 0.7% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Dec 31, 2025 | 2.7M | 159.2M | 0.6% |
| SEQUOIA FUND INC | Dec 31, 2025 | 2.2M | 129.7M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | Dec 31, 2025 | 2.0M | 119.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.