SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 2,331,001 Value ($000) $132 Avg Close — Range —
Q3 2025
Shares 2,411,815 Value ($000) $133 Avg Close — Range —
Q2 2025
Shares 2,512,074 Value ($000) $131 Avg Close — Range —
Q1 2025
Shares 2,574,832 Value ($000) $131 Avg Close — Range —
Q4 2024
Shares 2,715,418 Value ($000) $139 Avg Close — Range —
Q3 2024
Shares 2,888,435 Value ($000) $153 Avg Close — Range —
Q2 2024
Shares 3,008,399 Value ($000) $147 Avg Close — Range —
Q1 2024
Shares 3,143,543 Value ($000) $157 Avg Close — Range —
Q4 2023
Shares 3,364,361 Value ($000) $157 Avg Close — Range —
Q3 2023
Shares 2,843,933 Value ($000) $117 Avg Close — Range —
Q2 2023
Shares 2,748,797 Value ($000) $119 Avg Close — Range —
Q1 2023
Shares 2,694,456 Value ($000) $110 Avg Close — Range —
Q4 2022
Shares 2,172,772 Value ($000) $84 Avg Close — Range —
Q3 2022
Shares 2,115,239 Value ($000) $77,883 Avg Close — Range —
Q2 2022
Shares 2,115,239 Value ($000) $77,883 Avg Close — Range —
Q1 2022
Shares 1,260,554 Value ($000) $52,628 Avg Close — Range —
Q4 2021
Shares 846,389 Value ($000) $35,548 Avg Close — Range —
Q3 2021
Shares 746,539 Value ($000) $29,115 Avg Close — Range —
Q2 2021
Shares 376,945 Value ($000) $14,904 Avg Close — Range —
Q1 2021
Shares 245,331 Value ($000) $9,298 Avg Close — Range —
Q4 2020
Shares 337,205 Value ($000) $11,596 Avg Close — Range —
Q3 2020
Shares 390,458 Value ($000) $11,792 Avg Close — Range —
Q2 2020
Shares 431,006 Value ($000) $12,491 Avg Close — Range —
Q1 2020
Shares 553,814 Value ($000) $14,311 Avg Close — Range —
Q4 2019
Shares 245,365 Value ($000) $8,566 Avg Close — Range —
Q3 2019
Shares 286,756 Value ($000) $8,970 Avg Close — Range —
Q2 2019
Shares 286,756 Value ($000) $8,970 Avg Close — Range —
Q1 2019
Shares 291,213 Value ($000) $8,818 Avg Close — Range —
Q4 2018
Shares 221,156 Value ($000) $6,007 Avg Close — Range —