Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 3.0M | 799.8M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.7M | 459.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 298.7M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 1.1M | 294.0M | 0.6% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 1.1M | 284.6M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 918.8K | 243.0M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 868.5K | 229.7M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 772.8K | 204.4M | 0.4% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Feb 28, 2026 | 651.7K | 172.4M | 0.3% |
| Fidelity Contrafund | Feb 28, 2026 | 666.8K | 176.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.