LITHIA MTRS INC

Ticker: LAD CUSIP: 536797103 Class: EQTY

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

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

Q4 2025

Shares 1,416 Value ($000) $471 Avg Close $317.53 Range $283.97 - $360.56

Q2 2025

Shares 1,373 Value ($000) $464 Avg Close $309.32 Range $262.10 - $343.15

Q1 2025

Shares 1,185 Value ($000) $348 Avg Close $340.53 Range $280.70 - $405.14

Q4 2024

Shares 693 Value ($000) $248 Avg Close $352.27 Range $298.09 - $405.68

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,416	$471	$317.53	$283.97 - $360.56
Q2 2025	1,373	$464	$309.32	$262.10 - $343.15
Q1 2025	1,185	$348	$340.53	$280.70 - $405.14
Q4 2024	693	$248	$352.27	$298.09 - $405.68