ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 103,996 Value ($000) $11,455 Avg Close — Range —
Q3 2025
Shares 123,777 Value ($000) $13,676 Avg Close — Range —
Q2 2025
Shares 103,793 Value ($000) $11,461 Avg Close — Range —
Q1 2025
Shares 91,201 Value ($000) $10,074 Avg Close — Range —
Q4 2024
Shares 262,678 Value ($000) $28,923 Avg Close — Range —
Q3 2024
Shares 48,398 Value ($000) $5,354 Avg Close — Range —
Q2 2024
Shares 44,193 Value ($000) $4,883 Avg Close — Range —
Q1 2024
Shares 207,565 Value ($000) $22,944 Avg Close — Range —
Q4 2023
Shares 205,773 Value ($000) $22,662 Avg Close — Range —