Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.9M | 57.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.9M | 37.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.3M | 26.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 737.7K | 14.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 435.9K | 8.7M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 411.2K | 8.2M | 0.1% |
| Gabelli Dividend & Income Trust | Dec 31, 2025 | 384K | 7.7M | 0.1% |
| Columbia Acorn Trust-Columbia Acorn International | Dec 31, 2025 | 363.1K | 7.3M | 0.1% |
| Gabelli Asset Fund-The Gabelli Asset Fund | Dec 31, 2025 | 277.5K | 5.6M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd. | Oct 31, 2025 | 243.0K | 4.9M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.