Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 20.7M | 1.9B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 14.4M | 1.3B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 9.6M | 878.7M | 0.9% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Jun 30, 2026 | 8.6M | 794.1M | 0.8% |
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 8.0M | 736.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 7.5M | 688.0M | 0.7% |
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 5.7M | 528.2M | 0.5% |
| Capital Income Builder | Sep 30, 2026 | 4.4M | 405.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2026 | 3.9M | 361.2M | 0.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Jun 30, 2026 | 3.8M | 346.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.