Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 47.0M | 360.7M | 3.9% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 22.6M | 173.6M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 9.0M | 68.8M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 5.9M | 45.1M | 0.5% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jul 31, 2026 | 4.5M | 34.7M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 4.4M | 33.9M | 0.4% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Jun 30, 2026 | 3.5M | 26.8M | 0.3% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Jun 30, 2026 | 3.3M | 25.2M | 0.3% |
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Jun 30, 2026 | 2.5M | 19.6M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 2.3M | 18.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.