ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 5,960 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 5,704 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 6,315 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 5,889 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 6,110 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,515 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 5,303 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 4,859 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 2,959 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 2,327 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,527 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,540 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 1,392 Value ($000) $286 Avg Close — Range —
Q4 2021
Shares 1,077 Value ($000) $240 Avg Close — Range —
Q3 2021
Shares 1,633 Value ($000) $357 Avg Close — Range —
Q2 2021
Shares 1,785 Value ($000) $409 Avg Close — Range —
Q1 2021
Shares 1,564 Value ($000) $346 Avg Close — Range —
Q4 2020
Shares 1,147 Value ($000) $225 Avg Close — Range —