Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 23.0M | 1.8B | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 23.0M | 1.8B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.9M | 1.1B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 11.0M | 846.7M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Feb 28, 2026 | 7.8M | 599.6M | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 7.1M | 546.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.7M | 438.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 5.4M | 416.3M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.3M | 329.7M | 0.2% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Feb 28, 2026 | 4.0M | 303.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.