FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 47,583 Value ($000) $2 Avg Close Range
Q3 2025
Shares 44,416 Value ($000) $2 Avg Close Range
Q2 2025
Shares 38,894 Value ($000) $1 Avg Close Range
Q1 2025
Shares 25,500 Value ($000) $1 Avg Close Range
Q4 2024
Shares 19,197 Value ($000) $1 Avg Close Range
Q3 2024
Shares 5,632 Value ($000) $0 Avg Close Range