SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 7,414,696 Value ($000) $329 Avg Close Range
Q3 2025
Shares 7,498,060 Value ($000) $321 Avg Close Range
Q2 2025
Shares 7,726,859 Value ($000) $313 Avg Close Range
Q1 2025
Shares 6,191,508 Value ($000) $225 Avg Close Range
Q4 2024
Shares 6,201,642 Value ($000) $212 Avg Close Range
Q3 2024
Shares 3,001,680 Value ($000) $113 Avg Close Range
Q2 2024
Shares 1,380,571 Value ($000) $48 Avg Close Range
Q1 2024
Shares 776,786 Value ($000) $28 Avg Close Range
Q4 2023
Shares 510,810 Value ($000) $17 Avg Close Range
Q3 2023
Shares 81,380 Value ($000) $3 Avg Close Range
Q2 2023
Shares 60,734 Value ($000) $2 Avg Close Range
Q1 2023
Shares 52,603 Value ($000) $2 Avg Close Range
Q4 2022
Shares 52,941 Value ($000) $2 Avg Close Range
Q3 2022
Shares 43,441 Value ($000) $1,253 Avg Close Range
Q2 2022
Shares 43,441 Value ($000) $1,253 Avg Close Range
Q1 2022
Shares 38,660 Value ($000) $1,325 Avg Close Range
Q4 2021
Shares 18,891 Value ($000) $689 Avg Close Range