Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 215.4M | 2.1B | 1.5% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 142.8M | 1.4B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 140.1M | 1.4B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 102.4M | 1.0B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 83.4M | 821.7M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 58.1M | 572.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 54.3M | 534.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 51.4M | 505.9M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 50.6M | 497.9M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 47.9M | 471.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.