Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Selected Value Fund | Jan 31, 2018 | 12.5M | 69.1M | 3.3% |
| Price (T.Rowe) Overseas Stock Fund | Jun 30, 2018 | 11.3M | 46.4M | 3.0% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 5.0M | 27.7M | 1.3% |
| MFS Series Trust XI-MFS Mid Cap Value Fund | Mar 31, 2018 | 3.7M | 9.7M | 1.0% |
| Price (T.Rowe) International Core Equity Trust | Jun 30, 2018 | 3.4M | 13.7M | 0.9% |
| MFS International Growth Fund | Feb 28, 2018 | 2.8M | 8.7M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 2.0M | 12.7M | 0.5% |
| Advanced Series Tr-AST/T.R. Price Asset Allocation Port | Mar 31, 2018 | 1.4M | 3.8M | 0.4% |
| MFS Series Trust XIII-MFS New Discovery Value Fund | Feb 28, 2018 | 1.4M | 4.4M | 0.4% |
| Investment Managers Ser Tr-WV Concentrated Equities Fd | Jun 30, 2018 | 1.4M | 5.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.