SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 15,903 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 8,228 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 8,209 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 8,101 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 7,460 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 7,527 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 12,626 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 12,355 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 12,024 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 12,230 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 10,732 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 10,096 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 9,967 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 7,457 Value ($000) $533 Avg Close — Range —
Q2 2022
Shares 7,457 Value ($000) $533 Avg Close — Range —
Q1 2022
Shares 5,577 Value ($000) $426 Avg Close — Range —
Q4 2021
Shares 3,654 Value ($000) $203 Avg Close — Range —