Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 32.8M | 75.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 21.6M | 49.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 17.1M | 39.2M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jul 31, 2026 | 15.2M | 34.9M | 0.6% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2026 | 8.5M | 19.5M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jul 31, 2026 | 8.5M | 19.7M | 0.4% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jul 31, 2026 | 8.1M | 18.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Aug 31, 2026 | 7.7M | 17.7M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Aug 31, 2026 | 6.0M | 13.8M | 0.3% |
| MFS SERIES TRUST XIII-MFS Global Real Estate Fund | May 31, 2026 | 6.2M | 14.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.