ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q4 2025
Shares 2,040 Value ($000) $205 Avg Close — Range —
Q3 2025
Shares 2,040 Value ($000) $205 Avg Close — Range —
Q2 2025
Shares 5,843 Value ($000) $588 Avg Close — Range —
Q1 2025
Shares 5,850 Value ($000) $589 Avg Close — Range —
Q4 2024
Shares 2,668 Value ($000) $268 Avg Close — Range —
Q3 2024
Shares 2,696 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 2,696 Value ($000) $272 Avg Close — Range —
Q1 2024
Shares 3,003 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 11,194 Value ($000) $1,122 Avg Close — Range —