Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 21.4M | 4.9B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 14.2M | 3.3B | 0.6% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Apr 30, 2026 | 5.5M | 1.3B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd. | Apr 30, 2026 | 1.1M | 255.4M | 0.1% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Apr 30, 2026 | 400.3K | 92.0M | 0.0% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Apr 30, 2026 | 469.5K | 107.9M | 0.0% |
| SEI INSTITUTIONAL INTERNATIONAL TRUST-SIT International Equity Fund | May 31, 2026 | 38.5K | 8.9M | 0 |
| First TRT Exch-Trd AlphaDEX Fd. II-First TRT Developed Markets ex-US S | May 31, 2026 | 53.6K | 12.3M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.