ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 15,058 Value ($000) $1,655 Avg Close — Range —
Q3 2025
Shares 13,533 Value ($000) $1,505 Avg Close — Range —
Q2 2025
Shares 13,044 Value ($000) $1,435 Avg Close — Range —
Q1 2025
Shares 6,461 Value ($000) $718 Avg Close — Range —
Q4 2024
Shares 3,324 Value ($000) $354 Avg Close — Range —
Q3 2024
Shares 2,306 Value ($000) $255 Avg Close — Range —
Q2 2024
Shares 2,249 Value ($000) $240 Avg Close — Range —