Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 20.6M | 3.4B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.4M | 2.2B | 1.0% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 6.2M | 1.0B | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 4.8M | 786.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 3.1M | 502.2M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 3.0M | 489.6M | 0.2% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 2.8M | 456.4M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Feb 28, 2026 | 2.6M | 423.8M | 0.2% |
| VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd. | Jan 31, 2026 | 2.6M | 425.6M | 0.2% |
| Fidelity Contrafund | Feb 28, 2026 | 2.2M | 356.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.