Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 327.8M | 420.9M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 274.8M | 352.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 176.6M | 226.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 133.4M | 171.3M | 0.5% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 125.2M | 160.7M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 88.5M | 113.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 69.0M | 88.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 66.0M | 84.7M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jan 31, 2026 | 52.8M | 67.8M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 50.1M | 64.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.