Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 37.8M | 3.0B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 25.2M | 2.0B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 19.3M | 1.5B | 0.8% |
| Income Fund of America | Jul 31, 2026 | 17.2M | 1.4B | 0.7% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 11.1M | 890.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 10.0M | 804.8M | 0.4% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 9.2M | 742.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 9.2M | 737.8M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 9.1M | 734.3M | 0.3% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2026 | 8.0M | 640.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.