Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 96.8M | 1.9B | 1.4% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 89.8M | 1.8B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 63.0M | 1.2B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 44.2M | 864.7M | 0.6% |
| Capital Income Builder | Dec 31, 2025 | 26.8M | 524.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 23.2M | 453.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 22.2M | 433.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 16.8M | 328.9M | 0.3% |
| iShares Trust-iShares Global Infrastructure ETF | Jan 31, 2026 | 16.8M | 327.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Oct 31, 2025 | 16.5M | 321.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.