Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 12.2M | 0.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 718.8K | 8.6M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 700.0K | 8.4M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 623.5K | 7.5M | 0.4% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 433.2K | 5.2M | 0.3% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 303.8K | 3.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 211.7K | 2.5M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Jan 31, 2026 | 200.1K | 2.4M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 124.6K | 1.5M | 0.1% |
| STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex- | Dec 31, 2025 | 134.2K | 1.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.