Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 20.7M | 1.9B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.5M | 1.3B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.4M | 835.2M | 0.9% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 7.9M | 704.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 7.1M | 633.0M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 6.3M | 566.4M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.8M | 425.3M | 0.4% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 4.6M | 410.5M | 0.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 4.4M | 389.5M | 0.4% |
| Capital Income Builder | Mar 31, 2026 | 4.4M | 396.6M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.