Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 9.7M | 568.9M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 7.8M | 460.9M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.3M | 370.1M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.3M | 255.0M | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 4.4M | 256.9M | 0.6% |
| American Funds Global Insight Fund | Jan 31, 2026 | 3.4M | 197.6M | 0.5% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 3.3M | 193.8M | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 2.6M | 154.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.3M | 135.7M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 2.3M | 134.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.