Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 3.3M | 222.3M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.2M | 146.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 1.7M | 114.0M | 0.7% |
| MFS Series Trust X-MFS International Large Cap Value Fund | May 31, 2026 | 1.3M | 87.4M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | May 31, 2026 | 1.2M | 84.1M | 0.5% |
| MFS SERIES TRUST I-MFS Research International Fund | May 31, 2026 | 1.1M | 75.6M | 0.5% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Jul 31, 2026 | 1.0M | 70.3M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 881.3K | 59.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 809.4K | 54.6M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jul 31, 2026 | 663.4K | 44.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.