Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 25.6M | 910.8M | 1.4% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 17.1M | 608.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 16.9M | 602.1M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 13.4M | 476.9M | 0.7% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 9.6M | 340.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 7.1M | 250.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 6.4M | 229.4M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jul 31, 2026 | 5.5M | 193.9M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Apr 30, 2026 | 4.3M | 151.5M | 0.2% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Jun 30, 2026 | 4.3M | 153.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.