Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.6M | 74.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.0M | 47.2M | 0.9% |
| iShares Trust-iShares International Select Dividend ETF | Apr 30, 2026 | 3.0M | 47.3M | 0.9% |
| Templeton Funds-Templeton Foreign Fund | Feb 28, 2026 | 2.7M | 43.8M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 2.6M | 41.0M | 0.8% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Mar 31, 2026 | 2.5M | 40.5M | 0.8% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 2.5M | 39.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 2.3M | 36.1M | 0.7% |
| -Victory Pioneer Multi-Asset Income Fund | Jan 31, 2026 | 1.9M | 30.6M | 0.6% |
| Pioneer Series Trust VIII-Victory Pioneer International Equity Fund | Feb 28, 2026 | 1.9M | 29.7M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.