ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 1,165 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 937 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 6,766 Value ($000) $1,626 Avg Close — Range —
Q1 2025
Shares 1,167 Value ($000) $236 Avg Close — Range —