ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 4,691 Value ($000) $389 Avg Close — Range —
Q3 2025
Shares 4,702 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 4,460 Value ($000) $370 Avg Close — Range —
Q4 2024
Shares 4,641 Value ($000) $380 Avg Close — Range —
Q3 2024
Shares 350,498 Value ($000) $29,144 Avg Close — Range —
Q2 2024
Shares 338,902 Value ($000) $27,671 Avg Close — Range —