Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 659.8K | 864.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 426.0K | 557.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 324.7K | 425.2M | 0.7% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Mar 31, 2026 | 297.1K | 389.1M | 0.6% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 179.7K | 235.3M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 177.0K | 231.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 167.8K | 219.8M | 0.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 161.1K | 210.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 159.5K | 208.9M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 138.3K | 181.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.