ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 3,393 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 3,119 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 3,506 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 3,031 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,777 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,503 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,201 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,986 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,884 Value ($000) $0 Avg Close — Range —