Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 22.9M | 733.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.9M | 478.3M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 12.9M | 412.1M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 10.8M | 344.7M | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 10.0M | 320.8M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.8M | 186.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 5.5M | 176.2M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 5.5M | 176.7M | 0.3% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 5.2M | 167.1M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 5.1M | 164.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.