SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 43,102 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 44,403 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 45,690 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 35,194 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 32,328 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 29,587 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 29,095 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 18,477 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 17,397 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 17,058 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 14,698 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 13,456 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 13,095 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 9,473 Value ($000) $495 Avg Close — Range —
Q2 2022
Shares 9,473 Value ($000) $495 Avg Close — Range —
Q1 2022
Shares 9,598 Value ($000) $635 Avg Close — Range —
Q4 2021
Shares 8,970 Value ($000) $650 Avg Close — Range —
Q3 2021
Shares 8,814 Value ($000) $564 Avg Close — Range —