VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,144 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 1,130 Value ($000) $692 Avg Close — Range —
Q2 2025
Shares 1,401 Value ($000) $796 Avg Close — Range —
Q1 2025
Shares 1,280 Value ($000) $658 Avg Close — Range —
Q4 2024
Shares 2,383 Value ($000) $1,284 Avg Close — Range —
Q3 2024
Shares 2,615 Value ($000) $1,380 Avg Close — Range —