Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 26.7M | 1.3B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 17.4M | 844.1M | 0.9% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 16.2M | 785.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 12.6M | 609.7M | 0.6% |
| Capital Income Builder | Jan 31, 2026 | 12.3M | 596.0M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Overseas Fund | Feb 28, 2026 | 7.0M | 339.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 6.7M | 325.1M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 6.4M | 309.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 6.3M | 307.2M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 6.2M | 302.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.