Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 4.5M | 77.3M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.2M | 38.4M | 1.0% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 2.1M | 36.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 25.0M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 20.0M | 0.5% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Jan 31, 2026 | 759.8K | 13.1M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 606.8K | 10.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 570.3K | 9.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 460.1K | 8.0M | 0.2% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund | Dec 31, 2025 | 457K | 7.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.