ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 7,978 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 17,313 Value ($000) $1,125 Avg Close — Range —
Q2 2025
Shares 12,652 Value ($000) $774 Avg Close — Range —
Q1 2025
Shares 23,911 Value ($000) $1,119 Avg Close — Range —
Q4 2024
Shares 5,251 Value ($000) $279 Avg Close — Range —
Q2 2024
Shares 8,656 Value ($000) $296 Avg Close — Range —
Q1 2024
Shares 7,925 Value ($000) $321 Avg Close — Range —