ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 47,368 Value ($000) $5,653 Avg Close — Range —
Q3 2025
Shares 43,824 Value ($000) $5,237 Avg Close — Range —
Q2 2025
Shares 24,241 Value ($000) $2,887 Avg Close — Range —
Q1 2025
Shares 14,902 Value ($000) $1,760 Avg Close — Range —
Q4 2024
Shares 8,551 Value ($000) $988 Avg Close — Range —
Q3 2024
Shares 7,226 Value ($000) $864 Avg Close — Range —
Q2 2024
Shares 10,042 Value ($000) $1,160 Avg Close — Range —
Q1 2024
Shares 8,693 Value ($000) $1,007 Avg Close — Range —
Q4 2023
Shares 5,919 Value ($000) $693 Avg Close — Range —