CITIGROUP INC

Ticker: C CUSIP: 172967424 Class: COM NEW

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 5,073 Value ($000) $592 Avg Close $103.64 Range $93.10 - $122.84
Q3 2025
Shares 4,520 Value ($000) $459 Avg Close $94.11 Range $83.72 - $104.96
Q2 2025
Shares 4,883 Value ($000) $416 Avg Close $71.20 Range $54.39 - $84.38
Q4 2024
Shares 13,312 Value ($000) $937 Avg Close $65.38 Range $58.76 - $71.40