Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 53.6M | 126.5M | 6.4% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 34.0M | 80.1M | 4.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 8.6M | 20.3M | 1.0% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 7.6M | 18.0M | 0.9% |
| NEW ECONOMY FUND | Dec 31, 2025 | 6.7M | 15.7M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.6M | 13.2M | 0.7% |
| Baillie Gifford Funds-Baillie Gifford International Growth Fund | Dec 31, 2025 | 5.0M | 11.7M | 0.6% |
| VANGUARD WHITEHALL Fd.S-Vanguard Advice Select Intl Growth Fd. | Jan 31, 2026 | 4.7M | 11.2M | 0.6% |
| First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and | Jan 31, 2026 | 4.4M | 10.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.0M | 9.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.