ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 3,924,596 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 3,889,897 Value ($000) $566 Avg Close — Range —
Q2 2025
Shares 3,840,238 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 3,414,311 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 3,277,272 Value ($000) $422 Avg Close — Range —
Q3 2024
Shares 3,317,937 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 3,228,147 Value ($000) $385 Avg Close — Range —
Q1 2024
Shares 2,562,322 Value ($000) $295 Avg Close — Range —
Q4 2023
Shares 2,553,484 Value ($000) $268 Avg Close — Range —
Q3 2023
Shares 2,565,032 Value ($000) $241 Avg Close — Range —
Q2 2023
Shares 2,571,830 Value ($000) $251 Avg Close — Range —
Q1 2023
Shares 2,528,445 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 2,480,876 Value ($000) $210 Avg Close — Range —
Q3 2022
Shares 2,426,859 Value ($000) $203,613 Avg Close — Range —
Q2 2022
Shares 2,426,859 Value ($000) $203,613 Avg Close — Range —
Q1 2022
Shares 2,393,318 Value ($000) $242,563 Avg Close — Range —
Q4 2021
Shares 2,255,540 Value ($000) $243,373 Avg Close — Range —
Q3 2021
Shares 2,085,092 Value ($000) $205,298 Avg Close — Range —
Q2 2021
Shares 1,828,818 Value ($000) $180,084 Avg Close — Range —
Q1 2021
Shares 1,403,378 Value ($000) $127,525 Avg Close — Range —
Q4 2020
Shares 793,209 Value ($000) $68,240 Avg Close — Range —
Q3 2020
Shares 2,820 Value ($000) $215 Avg Close — Range —