ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 13,447 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 13,884 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 10,253 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 10,253 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 10,309 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 10,155 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 10,086 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 13,587 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 12,504 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 12,119 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 12,149 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 89,428 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 94,484 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 105,507 Value ($000) $2,542 Avg Close — Range —
Q2 2022
Shares 105,507 Value ($000) $2,542 Avg Close — Range —
Q1 2022
Shares 114,405 Value ($000) $2,818 Avg Close — Range —
Q4 2021
Shares 132,639 Value ($000) $3,402 Avg Close — Range —
Q3 2021
Shares 138,593 Value ($000) $3,601 Avg Close — Range —
Q2 2021
Shares 150,820 Value ($000) $3,927 Avg Close — Range —