ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 368,440 Value ($000) $47 Avg Close — Range —
Q3 2025
Shares 382,197 Value ($000) $48 Avg Close — Range —
Q2 2025
Shares 396,933 Value ($000) $46 Avg Close — Range —
Q1 2025
Shares 409,944 Value ($000) $42 Avg Close — Range —
Q4 2024
Shares 425,114 Value ($000) $47 Avg Close — Range —
Q3 2024
Shares 439,974 Value ($000) $48 Avg Close — Range —
Q2 2024
Shares 447,015 Value ($000) $46 Avg Close — Range —
Q1 2024
Shares 489,953 Value ($000) $49 Avg Close — Range —
Q4 2023
Shares 514,125 Value ($000) $47 Avg Close — Range —
Q3 2023
Shares 533,024 Value ($000) $43 Avg Close — Range —
Q2 2023
Shares 540,204 Value ($000) $45 Avg Close — Range —
Q1 2023
Shares 572,982 Value ($000) $45 Avg Close — Range —
Q4 2022
Shares 601,998 Value ($000) $43 Avg Close — Range —
Q3 2022
Shares 641,886 Value ($000) $46,152 Avg Close — Range —
Q2 2022
Shares 641,886 Value ($000) $46,152 Avg Close — Range —
Q1 2022
Shares 627,743 Value ($000) $54,375 Avg Close — Range —
Q4 2021
Shares 701,666 Value ($000) $65,199 Avg Close — Range —
Q3 2021
Shares 764,075 Value ($000) $63,579 Avg Close — Range —
Q2 2021
Shares 851,702 Value ($000) $70,546 Avg Close — Range —
Q1 2021
Shares 932,544 Value ($000) $71,209 Avg Close — Range —
Q4 2020
Shares 1,086,928 Value ($000) $77,759 Avg Close — Range —
Q3 2020
Shares 695,317 Value ($000) $88,966 Avg Close — Range —
Q2 2020
Shares 641,979 Value ($000) $75,766 Avg Close — Range —
Q1 2020
Shares 563,614 Value ($000) $54,890 Avg Close — Range —
Q4 2019
Shares 659,811 Value ($000) $79,263 Avg Close — Range —
Q3 2019
Shares 544,337 Value ($000) $59,529 Avg Close — Range —
Q2 2019
Shares 544,337 Value ($000) $59,529 Avg Close — Range —
Q1 2019
Shares 498,383 Value ($000) $52,569 Avg Close — Range —
Q4 2018
Shares 429,024 Value ($000) $39,899 Avg Close — Range —
Q3 2018
Shares 425,642 Value ($000) $45,454 Avg Close — Range —
Q2 2018
Shares 377,039 Value ($000) $38,058 Avg Close — Range —
Q1 2018
Shares 331,202 Value ($000) $32,541 Avg Close — Range —
Q4 2017
Shares 245,939 Value ($000) $24,161 Avg Close — Range —
Q3 2017
Shares 165,229 Value ($000) $15,342 Avg Close — Range —