ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 11,508 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 8,043 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 9,311 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 7,340 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 5,178 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,130 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 3,972 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,100 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,734 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2,352 Value ($000) $0 Avg Close — Range —