Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 37.7M | 3.3B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 24.9M | 2.2B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 19.0M | 1.7B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 16.8M | 1.5B | 0.6% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 11.1M | 967.0M | 0.4% |
| Income Fund of America | Jun 30, 2026 | 10.2M | 887.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 9.9M | 865.4M | 0.4% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 9.2M | 805.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 9.1M | 796.7M | 0.3% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 8.0M | 694.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.