Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST I-MFS Research International Fund | Nov 30, 2025 | 1.2M | 87.9M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.1M | 80.0M | 1.4% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 1.0M | 76.9M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 691.6K | 51.9M | 0.9% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd. | Jan 31, 2026 | 666.8K | 50.0M | 0.9% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 579.8K | 43.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 508.9K | 38.2M | 0.7% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 392.1K | 29.4M | 0.5% |
| IMPAX FUNDS SERIES TRUST I-Impax Global Environmental Markets Fund | Dec 31, 2025 | 347.2K | 26.0M | 0.5% |
| Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund | Dec 31, 2025 | 320.6K | 24.0M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.