Betterment LLC

Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF

CIK 1633901 NEW YORK, NY

Position in BIL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,555,680

-$278,586 QoQ

Shares Held

16,976

-15.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#214

of 360 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,555,680	16,976	-15.2%	Shares	Sole	2026-08-14
2026-03-31	$1,834,266	20,016	+12.5%	Shares	Sole	2026-05-14
2025-12-31	$1,626,289	17,797	+13.9%	Shares	Sole	2026-02-12
2025-09-30	$1,433,960	15,629	+10.4%	Shares	Sole	2025-11-13
2025-06-30	$1,298,346	14,154	-15.4%	Shares	Sole	2025-08-14
2025-03-31	$1,534,000	16,723	-1.8%	Shares	Sole	2025-05-15
2024-12-31	$1,556,961	17,029	+73.8%	Shares	Sole	2025-02-14
2024-09-30	$899,370	9,796	-8.2%	Shares	Sole	2024-11-14
2024-06-30	$979,292	10,670	-29.4%	Shares	Sole	2024-08-14
2024-03-31	$1,387,098	15,110	+11.5%	Shares	Sole	2024-05-10
2023-12-31	$1,238,974	13,557	+6.5%	Shares	Sole	2024-02-09
2023-09-30	$1,169,144	12,733	+18.7%	Shares	Sole	2023-11-09
2023-06-30	$985,320	10,731	+67.1%	Shares	Sole	2023-08-07
2023-03-31	$589,668	6,422	+5.1%	Shares	Sole	2023-05-15
2022-12-31	$559,156	6,113	-60.4%	Shares	Sole	2023-02-13
2022-09-30	$1,413,479	15,431	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,411,782	15,431	+441.4%	Shares	Sole	2022-08-10
2020-09-30	$260,832	2,850	+1.8%	Shares	Sole	2020-11-10
2020-06-30	$256,192	2,799	-4.0%	Shares	Sole	2020-08-11
2020-03-31	$267,284	2,917	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.