Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 493.9K | 801.4M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 321.6K | 521.8M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 290.8K | 471.8M | 0.3% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 279.1K | 452.8M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Nov 30, 2025 | 240.2K | 389.8M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 218.0K | 353.7M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jan 31, 2026 | 114.1K | 185.2M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 109.1K | 177.1M | 0.1% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 89.7K | 145.6M | 0.1% |
| MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT. | Dec 31, 2025 | 84.6K | 137.3M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.