ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 156,998 Value ($000) $3,675 Avg Close — Range —
Q3 2025
Shares 253,179 Value ($000) $5,942 Avg Close — Range —