ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 27,067 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 25,273 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 24,515 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 22,152 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 21,149 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 17,675 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 16,062 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 9,337 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 3,596 Value ($000) $0 Avg Close — Range —