Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 1.3M | 31.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 505.4K | 12.6M | 0.6% |
| AIM Intl Mutual Fd.s -Invesco Global Opportunities Fd. | Jan 31, 2026 | 405.3K | 10.1M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 338.3K | 8.4M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 280.4K | 7.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 141.1K | 3.5M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 104.9K | 2.6M | 0.1% |
| INVESTMENT MANAGERS SERIES TRUST-EuroPac International Value Fund | Jan 31, 2026 | 100K | 2.5M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 88.1K | 2.2M | 0.1% |
| Morningstar Funds Trust-Morningstar Global Opportunistic Equity Fund | Jan 31, 2026 | 82.2K | 2.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.