ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 40,797 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 39,963 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 40,584 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 50,686 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 59,754 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 77,122 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 86,335 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 18,041 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 19,134 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 17,106 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 12,100 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 8,444 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 9,223 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 9,353 Value ($000) $864 Avg Close — Range —
Q2 2022
Shares 9,353 Value ($000) $864 Avg Close — Range —
Q1 2022
Shares 6,435 Value ($000) $694 Avg Close — Range —
Q4 2021
Shares 4,167 Value ($000) $477 Avg Close — Range —
Q2 2020
Shares 5,115 Value ($000) $349 Avg Close — Range —