ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 3,947,005 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 3,888,708 Value ($000) $362 Avg Close — Range —
Q2 2025
Shares 3,856,164 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 3,295,488 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 3,403,920 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 3,350,199 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 3,357,341 Value ($000) $264 Avg Close — Range —
Q1 2024
Shares 4,014,381 Value ($000) $321 Avg Close — Range —
Q4 2023
Shares 3,836,523 Value ($000) $290 Avg Close — Range —
Q3 2023
Shares 3,719,424 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 3,641,006 Value ($000) $266 Avg Close — Range —
Q1 2023
Shares 3,512,393 Value ($000) $252 Avg Close — Range —
Q4 2022
Shares 3,547,907 Value ($000) $233 Avg Close — Range —
Q3 2022
Shares 3,395,841 Value ($000) $213,123 Avg Close — Range —
Q2 2022
Shares 3,395,841 Value ($000) $213,123 Avg Close — Range —
Q1 2022
Shares 3,171,325 Value ($000) $233,822 Avg Close — Range —
Q4 2021
Shares 3,042,375 Value ($000) $241,747 Avg Close — Range —
Q3 2021
Shares 2,651,383 Value ($000) $207,815 Avg Close — Range —
Q2 2021
Shares 2,347,079 Value ($000) $185,490 Avg Close — Range —
Q1 2021
Shares 1,960,330 Value ($000) $148,789 Avg Close — Range —
Q4 2020
Shares 1,521,167 Value ($000) $111,106 Avg Close — Range —
Q3 2020
Shares 1,258,261 Value ($000) $79,874 Avg Close — Range —
Q2 2020
Shares 1,029,599 Value ($000) $62,373 Avg Close — Range —
Q1 2020
Shares 684,268 Value ($000) $36,376 Avg Close — Range —