Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 22.0M | 3.3B | 1.4% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 16.8M | 2.5B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 14.7M | 2.2B | 1.0% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 11.9M | 1.8B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 11.3M | 1.7B | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2026 | 10.3M | 1.5B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 9.9M | 1.5B | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2026 | 9.0M | 1.3B | 0.6% |
| Capital Income Builder | Jul 31, 2026 | 8.4M | 1.3B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 6.0M | 895.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.