STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 16,753 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 16,385 Value ($000) $0 Avg Close — Range —