ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 6,098 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 6,177 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 4,717 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 4,858 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,066 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 4,029 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,930 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 3,821 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3,597 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,318 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,109 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 2,865 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,012 Value ($000) $0 Avg Close — Range —