ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

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

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

Q3 2025
Shares 117,930 Value ($000) $5,994 Avg Close — Range —
Q2 2025
Shares 90,771 Value ($000) $4,592 Avg Close — Range —
Q1 2025
Shares 98,345 Value ($000) $4,945 Avg Close — Range —
Q4 2024
Shares 81,035 Value ($000) $4,031 Avg Close — Range —
Q3 2024
Shares 49,747 Value ($000) $2,509 Avg Close — Range —
Q2 2024
Shares 56,404 Value ($000) $2,778 Avg Close — Range —