Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio | Jun 30, 2023 | 28.9M | 72.1M | 4.3% |
| Pear Tree Polaris Foreign Value Small Cap Fund | Sep 30, 2023 | 6.5M | 15.8M | 1.0% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 5.1M | 12.7M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 3.1M | 7.6M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 3.0M | 7.6M | 0.5% |
| DFA Continental Small Company Series | Jul 31, 2023 | 2.9M | 7.3M | 0.4% |
| Lord Abbett Securities Trust-International Opportunities | Jul 31, 2023 | 2.1M | 5.1M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 1.7M | 4.4M | 0.3% |
| WisdomTree Tr-WisdomTree International Small Cap Dividend Fd | Sep 30, 2023 | 1.7M | 4.2M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 1.5M | 3.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.