ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 1,199 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 1,141 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 1,007 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 1,161 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,864 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 2,560 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 2,492 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 3,016 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 2,522 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 2,795 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 2,572 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 2,687 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 2,679 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 2,132 Value ($000) $463 Avg Close — Range —
Q2 2022
Shares 2,132 Value ($000) $463 Avg Close — Range —
Q1 2022
Shares 1,999 Value ($000) $524 Avg Close — Range —
Q4 2021
Shares 1,308 Value ($000) $363 Avg Close — Range —
Q3 2021
Shares 926 Value ($000) $236 Avg Close — Range —