Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Mar 31, 2026 | 39.3M | 419.0M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 22.0M | 234.1M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.1M | 150.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 11.5M | 122.8M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 10.6M | 112.7M | 0.3% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 9.7M | 102.9M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Mar 31, 2026 | 6.9M | 73.3M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 5.7M | 61.3M | 0.2% |
| Fidelity Covington Trust-Fidelity Enhanced International ETF | Mar 31, 2026 | 5.7M | 61.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 5.5M | 58.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.