Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.9M | 155.0M | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 5.0M | 133.0M | 1.1% |
| Income Fund of America | Jan 31, 2026 | 3.7M | 97.9M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.3M | 86.5M | 0.7% |
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 2.7M | 72.4M | 0.6% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 2.4M | 64.0M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.3M | 61.7M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 1.6M | 42.6M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.2M | 32.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.2M | 31.2M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.