Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 65.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 42.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.1M | 33.0M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 571.8K | 17.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 524.5K | 16.3M | 0.2% |
| iShares Trust-iShares Global Infrastructure ETF | Mar 31, 2026 | 485.0K | 15.1M | 0.2% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Mar 31, 2026 | 463.9K | 14.4M | 0.2% |
| Smead Funds Trust-Smead International Value Fund | Feb 28, 2026 | 369.7K | 11.5M | 0.2% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Mar 31, 2026 | 370K | 11.5M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 356.5K | 11.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.