ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 1,783,423 Value ($000) $82 Avg Close — Range —
Q3 2025
Shares 1,780,747 Value ($000) $80 Avg Close — Range —
Q2 2025
Shares 1,747,178 Value ($000) $72 Avg Close — Range —
Q1 2025
Shares 1,628,510 Value ($000) $63 Avg Close — Range —
Q4 2024
Shares 1,602,629 Value ($000) $67 Avg Close — Range —
Q3 2024
Shares 1,491,317 Value ($000) $62 Avg Close — Range —
Q2 2024
Shares 1,375,401 Value ($000) $53 Avg Close — Range —
Q1 2024
Shares 474,446 Value ($000) $19 Avg Close — Range —
Q4 2023
Shares 430,730 Value ($000) $16 Avg Close — Range —
Q3 2023
Shares 443,495 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 429,472 Value ($000) $15 Avg Close — Range —
Q1 2023
Shares 359,867 Value ($000) $12 Avg Close — Range —
Q4 2022
Shares 310,133 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 7,897 Value ($000) $249 Avg Close — Range —
Q2 2022
Shares 7,897 Value ($000) $249 Avg Close — Range —
Q1 2022
Shares 6,748 Value ($000) $257 Avg Close — Range —