Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 14.6M | 2.7B | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 13.9M | 2.6B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.5M | 1.8B | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 9.3M | 1.7B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.9M | 1.3B | 0.7% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 4.6M | 867.1M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 3.7M | 689.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 3.5M | 652.6M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 2.5M | 465.0M | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 2.5M | 461.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.