Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.2M | 539.2M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.1M | 348.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 5.9M | 226.1M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 4.1M | 157.3M | 0.3% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 4.1M | 155.8M | 0.3% |
| -Price (T.Rowe) International Growth Equity Trust | Dec 31, 2025 | 3.6M | 137.7M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 3.1M | 118.3M | 0.2% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd. | Jan 31, 2026 | 3.0M | 114.6M | 0.2% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 3.0M | 115.8M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 3.0M | 112.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.