SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 18,087 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 7,151 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 7,952 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 10,225 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 5,305 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,600 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,664 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,560 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,242 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,755 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,601 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 14,748 Value ($000) $1,034 Avg Close — Range —
Q2 2022
Shares 14,748 Value ($000) $1,034 Avg Close — Range —