Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.7M | 682.6M | 1.5% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.1M | 536.1M | 1.2% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 2.1M | 528.1M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.7M | 444.0M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.3M | 330.0M | 0.7% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 1.3M | 322.0M | 0.7% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 1.1M | 287.1M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 686.8K | 175.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 650.9K | 166.3M | 0.4% |
| Brown Advisory Funds-Brown Advisory Global Leaders Fund | Feb 28, 2026 | 514.4K | 131.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.