Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 25.3M | 1.0B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 15.8M | 634.6M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.0M | 481.8M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 8.0M | 323.9M | 0.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 7.6M | 305.2M | 0.4% |
| Income Fund of America | Jan 31, 2026 | 7.4M | 297.2M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 7.0M | 280.3M | 0.3% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 6.8M | 272.1M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 6.3M | 254.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 6.0M | 241.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.