Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 25.3M | 707.5M | 1.4% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 17.1M | 477.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 16.8M | 469.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 13.0M | 362.3M | 0.7% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Jun 30, 2026 | 9.6M | 267.4M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 7.1M | 198.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 6.1M | 171.1M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Aug 31, 2026 | 5.6M | 156.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Sep 30, 2026 | 4.9M | 135.5M | 0.3% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Jun 30, 2026 | 4.3M | 120.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.