Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 21.8M | 4.4B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.2M | 2.8B | 0.9% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 14.0M | 2.8B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 12.2M | 2.4B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 11.6M | 2.3B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 10.6M | 2.1B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.1M | 2.0B | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 9.1M | 1.8B | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 8.1M | 1.6B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.7M | 1.1B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.