Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 512.3K | 7.9M | 2.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 323.0K | 5.0M | 1.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 256.3K | 3.9M | 1.1% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 133.4K | 2.1M | 0.6% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 126.2K | 1.9M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 97.2K | 1.5M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 85.3K | 1.3M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 86.3K | 1.3M | 0.4% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 75.3K | 1.2M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Feb 28, 2026 | 75.6K | 1.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.