ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 21,861 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 22,590 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 23,660 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 20,464 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 18,543 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 13,747 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 12,426 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 10,224 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 7,930 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4,678 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 2,135 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,941 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,742 Value ($000) $0 Avg Close — Range —