ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 1,795,176 Value ($000) $67 Avg Close Range
Q3 2025
Shares 1,510,820 Value ($000) $57 Avg Close Range
Q2 2025
Shares 1,294,511 Value ($000) $49 Avg Close Range
Q1 2025
Shares 1,183,261 Value ($000) $44 Avg Close Range
Q4 2024
Shares 318,801 Value ($000) $12 Avg Close Range
Q3 2024
Shares 245,743 Value ($000) $9 Avg Close Range
Q2 2024
Shares 146,959 Value ($000) $5 Avg Close Range
Q1 2024
Shares 84,472 Value ($000) $3 Avg Close Range
Q4 2023
Shares 67,011 Value ($000) $2 Avg Close Range
Q3 2023
Shares 70,385 Value ($000) $2 Avg Close Range
Q2 2023
Shares 75,549 Value ($000) $3 Avg Close Range
Q1 2023
Shares 83,950 Value ($000) $3 Avg Close Range
Q4 2022
Shares 87,226 Value ($000) $3 Avg Close Range
Q3 2022
Shares 215,467 Value ($000) $7,459 Avg Close Range
Q2 2022
Shares 215,467 Value ($000) $7,459 Avg Close Range
Q1 2022
Shares 211,901 Value ($000) $8,234 Avg Close Range
Q4 2021
Shares 241,985 Value ($000) $9,967 Avg Close Range
Q3 2021
Shares 150,530 Value ($000) $6,247 Avg Close Range
Q2 2021
Shares 49,301 Value ($000) $2,057 Avg Close Range
Q1 2021
Shares 47,756 Value ($000) $1,967 Avg Close Range