Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 36.7M | 64.3B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.9M | 41.8B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 17.7M | 30.9B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 17.3M | 30.4B | 0.7% |
| Income Fund of America | Dec 31, 2025 | 15.8M | 27.7B | 0.6% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 12.1M | 21.3B | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.8M | 19.0B | 0.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 9.9M | 17.4B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 9.3M | 16.3B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 8.9M | 15.6B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.