Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 11.8M | 217.2M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 7.6M | 140.6M | 0.7% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | Oct 31, 2025 | 6.3M | 115.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 5.8M | 106.3M | 0.5% |
| Perpetual Americas Funds Trust-JOHCM International Select Fund | Dec 31, 2025 | 4.4M | 81.4M | 0.4% |
| Goldman Sachs Trust-Goldman Sachs International Equity Income Fund | Oct 31, 2025 | 4.2M | 77.5M | 0.4% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 3.8M | 69.6M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Jan 31, 2026 | 3.7M | 68.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Dec 31, 2025 | 3.4M | 62.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 3.1M | 57.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.