Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 327.8M | 422.2M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 273.7M | 352.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 176.6M | 227.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 133.8M | 172.4M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Feb 28, 2026 | 88.8M | 114.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 68.9M | 88.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 64.9M | 83.6M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Mar 31, 2026 | 54.0M | 69.6M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Mar 31, 2026 | 49.6M | 63.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 46.6M | 60.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.