Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 64.4M | 795.6M | 3.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 20.4M | 251.6M | 1.0% |
| Capital Income Builder | Mar 31, 2026 | 18.3M | 225.8M | 0.9% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 17.2M | 212.1M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.2M | 163.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 10.4M | 128.1M | 0.5% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 8.9M | 110.4M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 8.3M | 102.1M | 0.4% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 8.2M | 100.9M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 8.0M | 99.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.