Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 941.3K | 57.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 612.6K | 37.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 458.7K | 27.9M | 0.4% |
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 445.6K | 27.1M | 0.4% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 361.4K | 22.0M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 335.7K | 20.4M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 311.7K | 19.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 259.0K | 15.8M | 0.3% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 252.1K | 15.4M | 0.2% |
| LINCOLN Varbl INSURANCE Prod. TRT-LVIP Mondrian Intl Value Fd. | Dec 31, 2025 | 211.9K | 12.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.