Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.7M | 288.5M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 5.1M | 190.1M | 0.9% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Mar 31, 2026 | 4.3M | 161.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 3.7M | 138.7M | 0.6% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Apr 30, 2026 | 2.6M | 95.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 1.9M | 72.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 1.8M | 67.7M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 1.6M | 58.9M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 1.5M | 55.2M | 0.3% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Apr 30, 2026 | 1.2M | 46.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.