Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 650.9K | 105.8M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 297.7K | 48.4M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 194.1K | 31.5M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 151.2K | 24.6M | 0.3% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund | Dec 31, 2025 | 130.1K | 21.1M | 0.2% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 107.8K | 17.5M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 78.3K | 12.7M | 0.2% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Fund | Dec 31, 2025 | 82.7K | 13.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 74.4K | 12.1M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 59.0K | 9.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.