Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.7M | 14.5M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 1.7M | 9.5M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.6M | 8.5M | 0.3% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Apr 30, 2026 | 1.5M | 8.3M | 0.3% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Apr 30, 2026 | 1.3M | 6.8M | 0.2% |
| WisdomTree Trust-WisdomTree International SmallCap Dividend Fund | Apr 30, 2026 | 872.5K | 4.7M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 868.3K | 4.7M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 802.4K | 4.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 811.8K | 4.4M | 0.2% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jan 31, 2026 | 755K | 4.1M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.