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	Thursday, February 22, 2024	Thursday, February 22, 2024
144	Report of proposed sale of securities	Thursday, February 22, 2024
SC 13G/A	Statement of Ownership	Tuesday, February 13, 2024
10-Q	Quarterly Report	Wednesday, February 7, 2024	Sunday, December 31, 2023
3	Initial Statement of Beneficial Ownership	Thursday, January 11, 2024	Wednesday, January 3, 2024
8-K	Current report filing	Thursday, December 7, 2023	Wednesday, December 6, 2023
4	Statement of Changes in Beneficial Ownership of Securities	Friday, November 17, 2023	Thursday, November 16, 2023
4	Statement of Changes in Beneficial Ownership of Securities	Friday, November 17, 2023	Thursday, November 16, 2023
4	Statement of Changes in Beneficial Ownership of Securities	Friday, November 17, 2023	Thursday, November 16, 2023
10-Q	Quarterly Report	Wednesday, November 8, 2023	Saturday, September 30, 2023
8-K	Current report filing	Thursday, September 7, 2023	Thursday, August 31, 2023
8-K	Current report filing	Friday, August 18, 2023	Thursday, August 17, 2023
10-Q	Quarterly Report	Wednesday, August 9, 2023	Friday, June 30, 2023
DEFA14A	Additional Proxy Soliciting Materials (definitive)	Friday, July 7, 2023
DEF 14A	Proxy Statement (definitive)	Friday, July 7, 2023	Thursday, August 17, 2023
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, June 14, 2023	Tuesday, June 13, 2023
10-K	Annual Report	Friday, June 2, 2023	Friday, March 31, 2023
8-K	Current report filing	Tuesday, May 30, 2023	Tuesday, May 30, 2023
NT 10-K	Notification that Annual Report will be submitted late	Tuesday, May 30, 2023	Friday, March 31, 2023
3	Initial Statement of Beneficial Ownership	Tuesday, May 16, 2023	Friday, May 12, 2023

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.85%

CapitalOne 360 Savings: 3.40%

5-year CD yield (Marcus): 3.90%

10-year treasury yield: 4.13%

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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 November 3, 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.