ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 7,097 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 8,235 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 10,505 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 9,999 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 9,605 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 9,647 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 9,711 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 7,232 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 7,368 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 9,695 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 6,768 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,451 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 4,153 Value ($000) $0 Avg Close — Range —