ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

Betterment LLC's Holding History (CIK: 0001633901)

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

Q3 2025
Shares 1,691 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 2,497 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 7,157 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 7,208 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,387 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 3,071 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,817 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,872 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,426 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,367 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 3,684 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,969 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 2,979 Value ($000) $270 Avg Close — Range —
Q2 2022
Shares 2,979 Value ($000) $270 Avg Close — Range —
Q1 2022
Shares 2,152 Value ($000) $225 Avg Close — Range —