Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 8.5M | 238.4M | 2.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.9M | 108.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.5M | 69.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.8M | 51.5M | 0.6% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.7M | 47.5M | 0.6% |
| iShares, Inc.-iShares MSCI Japan ETF | Apr 30, 2026 | 1.1M | 30.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 966.0K | 27.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 917K | 25.7M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 794.3K | 22.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Apr 30, 2026 | 698.5K | 19.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.