Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.0M | 6.2B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 4.0B | 1.0% |
| iShares Trust-iShares International Select Dividend ETF | Mar 31, 2026 | 1.5M | 3.0B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.4M | 3.0B | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Feb 28, 2026 | 1.1M | 2.2B | 0.5% |
| -Price (T.Rowe) International Value Equity Trust | Dec 31, 2025 | 1.0M | 2.1B | 0.5% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 917.5K | 1.9B | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd. | Jan 31, 2026 | 766.7K | 1.6B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 752.2K | 1.5B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 714.9K | 1.5B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.