ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 14,795 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 12,252 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 11,795 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 10,244 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 9,701 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 8,893 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 8,749 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 8,228 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 12,252 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 8,411 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 7,171 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 8,313 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 7,131 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,387 Value ($000) $325 Avg Close — Range —
Q2 2022
Shares 5,387 Value ($000) $325 Avg Close — Range —
Q1 2022
Shares 5,207 Value ($000) $398 Avg Close — Range —
Q4 2021
Shares 5,162 Value ($000) $432 Avg Close — Range —
Q3 2021
Shares 5,161 Value ($000) $381 Avg Close — Range —
Q2 2021
Shares 5,161 Value ($000) $375 Avg Close — Range —