Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 28.7M | 92.2B | 2.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 17.9M | 57.6B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 11.6M | 37.4B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 8.4M | 27.1B | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.5M | 14.3B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 4.2M | 13.6B | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 3.3M | 10.6B | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 3.3M | 10.5B | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 3.2M | 10.4B | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 3.0M | 9.8B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.