ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 1,793 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 1,700 Value ($000) $202 Avg Close — Range —