Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.7M | 220.6M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.0M | 143.2M | 0.9% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 4.2M | 121.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.6M | 103.3M | 0.6% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Feb 28, 2026 | 2.4M | 70.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.9M | 54.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 51.5M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 1.7M | 49.9M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 1.6M | 45.4M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 1.5M | 42.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.