Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 6.1M | 282.1M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 4.6M | 211.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 3.0M | 140.0M | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | May 31, 2026 | 2.7M | 124.5M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 2.5M | 113.8M | 0.5% |
| BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund | Feb 28, 2026 | 1.3M | 60.7M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 1.3M | 59.3M | 0.3% |
| Fidelity Investment Trust-Fidelity International Growth Fund | May 31, 2026 | 1.3M | 58.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 1.2M | 55.1M | 0.3% |
| Fidelity Covington Trust-Fidelity Enhanced International ETF | Jun 30, 2026 | 863.7K | 40.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.