Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 42.1M | 800.4M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 23.8M | 451.7M | 1.2% |
| -Price (T.Rowe) International Growth Equity Trust | Dec 31, 2025 | 20.1M | 381.5M | 1.0% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 16.3M | 311.0M | 0.8% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd. | Jan 31, 2026 | 15.6M | 296.1M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 15.3M | 291.9M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 12.5M | 237.0M | 0.6% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 12.3M | 233.1M | 0.6% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 12.3M | 233.1M | 0.6% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Dec 31, 2025 | 10.9M | 206.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.