Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 11.0M | 580.1M | 1.3% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 7.7M | 407.2M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 7.1M | 375.9M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.9M | 259.1M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.8M | 149.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.6M | 138.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 2.5M | 131.4M | 0.3% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 2.5M | 131.6M | 0.3% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 2.4M | 125.4M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 2.1M | 111.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.