SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 38,602 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 39,334 Value ($000) $3 Avg Close — Range —
Q2 2025
Shares 40,885 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 40,040 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 35,666 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 33,004 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 31,891 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 28,588 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 9,201 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 7,098 Value ($000) $0 Avg Close — Range —