Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 4.4M | 101.1M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 3.5M | 80.1M | 1.4% |
| John Hancock Investment Trust-Disciplined Value International Fund | Jun 30, 2026 | 3.0M | 68.6M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.3M | 53.1M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Apr 30, 2026 | 1.9M | 43.9M | 0.8% |
| SmallCap World Fund Inc | Jun 30, 2026 | 1.8M | 40.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 1.6M | 36.7M | 0.6% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Apr 30, 2026 | 1.3M | 30.4M | 0.5% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Jun 30, 2026 | 979.6K | 22.6M | 0.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Apr 30, 2026 | 948.5K | 21.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.