Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.8M | 125.4M | 2.7% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 2.0M | 87.7M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.0M | 45.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 663.2K | 29.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 510.6K | 22.5M | 0.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Jan 31, 2026 | 411.9K | 18.2M | 0.4% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 389.4K | 17.2M | 0.4% |
| New World Fund Inc | Dec 31, 2025 | 373.2K | 16.5M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Dec 31, 2025 | 323.6K | 14.3M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 307.6K | 13.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.