Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 312.8K | 333.6M | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 304.8K | 325.1M | 1.1% |
| Income Fund of America | Jan 31, 2026 | 216.8K | 231.1M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 209.4K | 223.3M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 202.9K | 216.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 155.4K | 165.7M | 0.6% |
| -Price (T.Rowe) International Growth Equity Trust | Sep 30, 2025 | 101.7K | 108.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 82.8K | 88.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 78.6K | 83.9M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 59.1K | 63.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.