Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.2M | 953.2M | 1.2% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 6.4M | 841.5M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.7M | 620.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.4M | 447.7M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.8M | 239.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.7M | 226.3M | 0.3% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 1.3M | 172.7M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 1.4M | 179.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 1.2M | 162.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 1.1M | 142.6M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.