Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.0M | 259.6M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 167.8M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.4M | 121.0M | 0.7% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 1.1M | 92.1M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 1.0M | 88.6M | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 1.0M | 89.5M | 0.5% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Oct 31, 2025 | 872.2K | 75.1M | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Oct 31, 2025 | 802.7K | 69.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 743.3K | 64.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 710.7K | 61.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.