Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 22.1M | 1.8B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 19.0M | 1.5B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 12.6M | 1.0B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 9.3M | 740.2M | 0.7% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 8.4M | 670.6M | 0.6% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 4.9M | 386.8M | 0.4% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 4.8M | 385.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 4.9M | 387.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 4.5M | 361.9M | 0.3% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Mar 31, 2026 | 4.1M | 327.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.