Securities and Exchange Commission (SEC) Filing

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U-Haul Investors Club® Securities and Exchange Commission (SEC) Filing

Form type	Description	Received date	Period end date
4	Statement of Changes in Beneficial Ownership of Securities	Friday, March 19, 2021	Friday, March 19, 2021
10-Q	Quarterly Report	Wednesday, February 3, 2021	Thursday, December 31, 2020
8-K	Current report filing	Tuesday, January 12, 2021	Tuesday, January 12, 2021
424B5	Prospectus filed pursuant to Rule 424(b)(5)	Tuesday, January 12, 2021
4	Statement of Changes in Beneficial Ownership of Securities	Tuesday, December 22, 2020	Friday, December 18, 2020
4	Statement of Changes in Beneficial Ownership of Securities	Tuesday, December 22, 2020	Friday, December 18, 2020
4	Statement of Changes in Beneficial Ownership of Securities	Tuesday, December 22, 2020	Friday, December 18, 2020
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, December 16, 2020	Monday, December 14, 2020
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, December 16, 2020	Monday, December 14, 2020
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, December 16, 2020	Monday, December 14, 2020
8-K	Current report filing	Thursday, December 10, 2020	Wednesday, December 9, 2020
10-Q	Quarterly Report	Wednesday, November 4, 2020	Wednesday, September 30, 2020
8-K	Current report filing	Tuesday, October 20, 2020	Tuesday, October 20, 2020
424B5	Prospectus filed pursuant to Rule 424(b)(5)	Tuesday, October 20, 2020
8-K	Current report filing	Friday, August 21, 2020	Thursday, August 20, 2020
10-Q	Quarterly Report	Wednesday, August 5, 2020	Tuesday, June 30, 2020
DEFA14A	Additional Proxy Soliciting Materials (definitive)	Wednesday, July 8, 2020
DEF 14A	Proxy Statement (definitive)	Wednesday, July 8, 2020	Wednesday, July 8, 2020
10-K	Annual Report	Wednesday, May 27, 2020	Tuesday, March 31, 2020
8-K	Current report filing	Wednesday, May 27, 2020	Friday, May 22, 2020

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.86%

CapitalOne 360 Savings: 3.40%

5-year CD yield (Marcus): 3.90%

10-year treasury yield: 4.03%

Do your homework!

Diversify

Varying maturities

Individual accounts

Real estate

Equipment

Hard assets

Fixed interest rate

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Asset-secured

See the asset yourself

Extra protection on your investment

Invest like the Smart Money®

U-Haul Holding Company has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about U-Haul Holding Company and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov or under the Investment Opportunities/View Full Details pages of this website.

* Effective October 14, 2025. Per bankofamerica.com, depositaccounts.com, capitalone.com, Marcus.com, and treasury.gov. Provided for comparison purposes only. Actual rates may vary. U-Haul Investors Club® is not responsible for nor does it guarantee accuracy of rates posted. U-Notes are not FDIC insured.