Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 3.3M | 240.6M | 3.2% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 2.5M | 181.5M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.0M | 75.2M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 680.0K | 49.3M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 527.3K | 38.2M | 0.5% |
| New World Fund Inc | Mar 31, 2026 | 492.9K | 35.7M | 0.5% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Apr 30, 2026 | 378.9K | 27.5M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Mar 31, 2026 | 343.6K | 24.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 270.7K | 19.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 250.9K | 18.2M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.