Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 4.1M | 540.8M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.7M | 357.1M | 0.7% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 2.3M | 305.7M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.3M | 298.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 2.3M | 299.1M | 0.6% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | May 31, 2026 | 2.1M | 275.2M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | May 31, 2026 | 1.9M | 244.7M | 0.5% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 1.6M | 214.8M | 0.4% |
| Principal Funds, Inc-International Equity Fund | Apr 30, 2026 | 1.5M | 203.4M | 0.4% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Mar 31, 2026 | 1.4M | 188.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.