Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 30.1M | 44.3M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.0M | 29.3M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 15.6M | 22.9M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 14.9M | 21.9M | 0.5% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Dec 31, 2025 | 8.3M | 12.2M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 8.0M | 11.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 7.6M | 11.1M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Jan 31, 2026 | 5.5M | 8.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 4.5M | 6.6M | 0.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jan 31, 2026 | 4.2M | 6.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.