Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 47.8M | 1.5B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 32.8M | 1.0B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 25.1M | 773.2M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 24.3M | 748.7M | 0.5% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 23.0M | 707.9M | 0.5% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Dec 31, 2025 | 17.9M | 549.2M | 0.4% |
| SIX CIRCLES TRUST-Six Circles International Unconstrained Equity Fund | Dec 31, 2025 | 14.7M | 451.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 13.4M | 412.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 12.7M | 390.5M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 11.6M | 355.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.