Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 3.0M | 789.0M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.8M | 456.8M | 0.9% |
| Fidelity Contrafund | Apr 30, 2026 | 1.2M | 317.8M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 1.2M | 301.8M | 0.6% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Apr 30, 2026 | 1.1M | 289.4M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 1.1M | 290.5M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 902.0K | 235.3M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Apr 30, 2026 | 831.8K | 217.0M | 0.4% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Apr 30, 2026 | 666.3K | 173.8M | 0.3% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Apr 30, 2026 | 670.6K | 175.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.