SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 22,684 Value ($000) $1 Avg Close Range
Q3 2025
Shares 20,501 Value ($000) $1 Avg Close Range
Q2 2025
Shares 18,202 Value ($000) $1 Avg Close Range
Q1 2025
Shares 11,002 Value ($000) $0 Avg Close Range
Q4 2024
Shares 7,636 Value ($000) $0 Avg Close Range
Q3 2024
Shares 5,509 Value ($000) $0 Avg Close Range
Q2 2023
Shares 5,825 Value ($000) $0 Avg Close Range
Q1 2023
Shares 7,041 Value ($000) $0 Avg Close Range
Q4 2022
Shares 5,937 Value ($000) $0 Avg Close Range
Q4 2019
Shares 7,002 Value ($000) $271 Avg Close Range
Q3 2019
Shares 8,870 Value ($000) $326 Avg Close Range
Q2 2019
Shares 8,870 Value ($000) $326 Avg Close Range
Q1 2019
Shares 9,799 Value ($000) $355 Avg Close Range
Q4 2018
Shares 13,896 Value ($000) $431 Avg Close Range
Q3 2018
Shares 7,043 Value ($000) $230 Avg Close Range