Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 42.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 27.3M | 0.8% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 533.6K | 10.7M | 0.3% |
| WisdomTree Trust-WisdomTree Europe Hedged Equity Fund | Apr 30, 2026 | 410.6K | 8.2M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 362.6K | 7.3M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Feb 28, 2026 | 310.8K | 6.2M | 0.2% |
| BlackRock Mid-Cap Value Series, Inc.-BlackRock Mid-Cap Value Fund | Jan 31, 2026 | 244.7K | 4.9M | 0.1% |
| Federated Hermes World Investment Series, Inc.-Federated Hermes Intl S | Mar 31, 2026 | 174.4K | 3.5M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd. | Jan 31, 2026 | 108.7K | 2.2M | 0.1% |
| LITMAN GREGORY FUNDS TRUST-iMGP International Fund | Mar 31, 2026 | 81K | 1.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.