Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 83.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 1.4M | 54.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.1M | 42.1M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 573.2K | 22.6M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 524.5K | 20.7M | 0.2% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Apr 30, 2026 | 501.1K | 19.8M | 0.2% |
| iShares Trust-iShares Global Infrastructure ETF | Apr 30, 2026 | 499.0K | 19.7M | 0.2% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Apr 30, 2026 | 370K | 14.6M | 0.2% |
| Smead Funds Trust-Smead International Value Fund | Feb 28, 2026 | 369.7K | 14.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 356.5K | 14.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.