Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 26.5M | 1.9B | 6.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 13.6M | 953.8M | 3.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.2M | 431.1M | 1.5% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 5.5M | 382.2M | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 5.0M | 349.7M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.0M | 277.4M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 2.9M | 202.4M | 0.7% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Dec 31, 2025 | 2.7M | 187.3M | 0.6% |
| SEQUOIA FUND INC | Dec 31, 2025 | 2.2M | 152.6M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | Dec 31, 2025 | 2.0M | 140.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.