Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Growth Fund | Aug 31, 2026 | 4.3M | 101.0M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 3.4M | 81.4M | 1.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jul 31, 2026 | 3.2M | 75.6M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 2.3M | 53.5M | 0.9% |
| John Hancock Investment Trust-Disciplined Value International Fund | Sep 30, 2026 | 2.0M | 46.6M | 0.8% |
| SmallCap World Fund Inc | Sep 30, 2026 | 1.8M | 41.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 1.5M | 36.5M | 0.6% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jul 31, 2026 | 1.4M | 32.9M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2026 | 1.1M | 26.1M | 0.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jul 31, 2026 | 1.0M | 24.5M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.