Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.4M | 208.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.2M | 134.7M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.7M | 102.6M | 0.7% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 1.2M | 76.9M | 0.5% |
| MFS Series Trust X-MFS International Large Cap Value Fund | Feb 28, 2026 | 1.0M | 64.6M | 0.5% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 1.1M | 64.8M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 961.0K | 59.2M | 0.4% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Mar 31, 2026 | 940.5K | 58.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 855.2K | 52.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 801.4K | 49.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.