Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 472.3K | 11.5M | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Apr 30, 2026 | 369.9K | 9.0M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 304.6K | 7.4M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 256.6K | 6.3M | 0.3% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jun 30, 2026 | 234.0K | 5.7M | 0.3% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Apr 30, 2026 | 151.5K | 3.7M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jun 30, 2026 | 137.7K | 3.4M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Apr 30, 2026 | 131.7K | 3.2M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Apr 30, 2026 | 122.3K | 3.0M | 0.1% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Apr 30, 2026 | 112.1K | 2.7M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.