ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 3,133 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,896 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,876 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,763 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 10,370 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 9,150 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 9,895 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 35,396 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 21,360 Value ($000) $1,500 Avg Close — Range —
Q2 2022
Shares 21,360 Value ($000) $1,500 Avg Close — Range —