SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 7,954 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 6,748 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 6,025 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 5,505 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 2,445 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,325 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,317 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,313 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,321 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2,576 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,970 Value ($000) $637 Avg Close — Range —
Q2 2022
Shares 4,970 Value ($000) $637 Avg Close — Range —