Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 14.1M | 14.6B | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 13.8M | 14.4B | 1.2% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.9M | 11.4B | 1.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 9.2M | 9.5B | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 8.7M | 9.1B | 0.8% |
| Capital Income Builder | Jan 31, 2026 | 6.8M | 7.1B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.6M | 6.8B | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 6.5M | 6.7B | 0.6% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 6.2M | 6.4B | 0.6% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 4.8M | 5.0B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.