Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 6.3M | 713.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.1M | 464.1M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.7M | 299.7M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.3M | 262.3M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.3M | 255.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.2M | 245.9M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 2.1M | 235.1M | 0.5% |
| Principal Funds, Inc-International Equity Fund | Jan 31, 2026 | 1.8M | 205.4M | 0.4% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 1.8M | 200.7M | 0.4% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 1.6M | 177.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.