J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 107,641 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 97,435 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 84,519 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 61,433 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 29,205 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 26,311 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 23,902 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 16,634 Value ($000) $1 Avg Close — Range —