Betterment LLC’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.3M	Sell	1,431,679 -3,874	-0.3%	-$201K	0.14%	57
2025 Q4	$72.5M	Buy	1,435,553 +28,650	+2%	+$1.42M	0.14%	56
2025 Q3	$69.4M	Buy	1,406,903 +30,476	+2%	+$1.46M	0.14%	56
2025 Q2	$65.2M	Sell	1,376,427 -28,953	-2%	-$1.3M	0.14%	54
2025 Q1	$60.4M	Sell	1,405,380 -30,408	-2%	-$1.29M	0.14%	51
2024 Q4	$57.2M	Buy	1,435,788 +110,113	+8%	+$4.57M	0.14%	51
2024 Q3	$58M	Buy	1,325,675 +26,928	+2%	+$1.13M	0.14%	51
2024 Q2	$53M	Buy	1,298,747 +61,562	+5%	+$2.53M	0.14%	50
2024 Q1	$51.5M	Buy	1,237,185 +45,458	+4%	+$1.81M	0.14%	45
2023 Q4	$46.5M	Buy	1,191,727 +11,457	+1%	+$417K	0.13%	42
2023 Q3	$41.9M	Buy	1,180,270 +25,254	+2%	+$936K	0.13%	42
2023 Q2	$43.5M	Buy	1,155,016 +30,897	+3%	+$1.16M	0.13%	42
2023 Q1	$41.6M	Sell	1,124,119 -9,587	-0.8%	-$347K	0.13%	42
2022 Q4	$38.6M	Buy	1,133,706 +49,794	+5%	+$1.62M	0.13%	40
2022 Q3	$35.5M	Hold	1,083,912	–	–	0.13%	39
2022 Q2	$35.5M	Buy	1,083,912 +106,014	+11%	+$3.76M	0.13%	39
2022 Q1	$37.6M	Buy	977,898 +110,042	+13%	+$4.33M	0.12%	39
2021 Q4	$36.4M	Buy	867,856 +121,088	+16%	+$5.09M	0.11%	38
2021 Q3	$30.9M	Buy	746,768 +160,894	+27%	+$6.84M	0.1%	38
2021 Q2	$24.5M	Buy	585,874 +175,794	+43%	+$7.39M	0.08%	40
2021 Q1	$16.5M	Buy	410,080 +184,840	+82%	+$7.38M	0.06%	41
2020 Q4	$8.78M	Buy	+225,240	New	+$8.23M	0.04%	52