ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 5,557 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 5,552 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 5,238 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 5,773 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 5,513 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,947 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 6,334 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 5,321 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 4,362 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,245 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,614 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 3,377 Value ($000) $0 Avg Close — Range —