Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 52.7M | 270.0M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 34.0M | 174.1M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 26.7M | 136.7M | 0.3% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 17.2M | 88.2M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Mar 31, 2026 | 16.1M | 82.8M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 13.6M | 69.8M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 12.8M | 65.8M | 0.1% |
| iShares Trust-iShares International Select Dividend ETF | Mar 31, 2026 | 12.2M | 62.7M | 0.1% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Mar 31, 2026 | 12.0M | 61.4M | 0.1% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 10.6M | 54.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.