SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 13,120 Value ($000) $1 Avg Close Range
Q3 2025
Shares 9,786 Value ($000) $1 Avg Close Range
Q2 2025
Shares 9,036 Value ($000) $0 Avg Close Range
Q1 2025
Shares 10,470 Value ($000) $1 Avg Close Range