Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 24.6M | 3.1B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 23.2M | 2.9B | 1.5% |
| Capital Income Builder | Mar 31, 2026 | 17.3M | 2.2B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.5M | 1.8B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 11.2M | 1.4B | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 5.8M | 740.2M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 5.8M | 733.1M | 0.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 5.7M | 724.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 5.5M | 696.9M | 0.3% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Mar 31, 2026 | 4.8M | 602.7M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.