Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.1M | 66.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 42.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.0M | 32.7M | 0.5% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Feb 28, 2026 | 892.1K | 28.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 553.7K | 17.5M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 516.9K | 16.3M | 0.2% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Feb 28, 2026 | 370K | 11.7M | 0.2% |
| Fidelity Investment Trust-Fidelity Global Commodity Stock Fund | Feb 28, 2026 | 382.6K | 12.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 352.5K | 11.1M | 0.2% |
| Smead Funds Trust-Smead International Value Fund | Nov 30, 2025 | 343.4K | 10.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.