Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 319.0K | 754.0M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 207.6K | 490.5M | 1.0% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 91.4K | 216.0M | 0.4% |
| Fidelity Contrafund | Feb 28, 2026 | 69.1K | 163.2M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 68.2K | 161.1M | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 65.2K | 154.1M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 55.8K | 131.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 47.6K | 112.5M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 46.3K | 109.4M | 0.2% |
| Legg Mason Global Asset Management Trust-ClearBridge Value Fund | Jan 31, 2026 | 40K | 94.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.