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	Monday, February 24, 2025	Monday, December 16, 2024
144	Report of proposed sale of securities	Thursday, February 20, 2025
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, February 19, 2025	Tuesday, February 18, 2025
144	Report of proposed sale of securities	Tuesday, February 18, 2025
8-K	Current report filing	Wednesday, February 5, 2025	Wednesday, February 5, 2025
10-Q	Quarterly Report	Wednesday, February 5, 2025	Tuesday, December 31, 2024
8-K	Current report filing	Wednesday, November 6, 2024	Wednesday, November 6, 2024
10-Q	Quarterly Report	Wednesday, November 6, 2024	Monday, September 30, 2024
8-K	Current report filing	Thursday, August 22, 2024	Wednesday, August 21, 2024
4	Statement of Changes in Beneficial Ownership of Securities	Monday, August 19, 2024	Friday, August 16, 2024
4	Statement of Changes in Beneficial Ownership of Securities	Monday, August 19, 2024	Friday, August 16, 2024
4	Statement of Changes in Beneficial Ownership of Securities	Monday, August 19, 2024	Friday, August 16, 2024
8-K	Current report filing	Thursday, August 15, 2024	Thursday, August 15, 2024
10-Q	Quarterly Report	Wednesday, August 7, 2024	Sunday, June 30, 2024
8-K	Current report filing	Wednesday, August 7, 2024	Wednesday, August 7, 2024
DEFA14A	Additional Proxy Soliciting Materials (definitive)	Wednesday, June 26, 2024
DEF 14A	Proxy Statement (definitive)	Wednesday, June 26, 2024	Wednesday, June 26, 2024
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, June 26, 2024	Tuesday, November 2, 2021
10-K	Annual Report	Thursday, May 30, 2024	Sunday, March 31, 2024
8-K	Current report filing	Wednesday, May 29, 2024	Wednesday, May 29, 2024
8-K	Current report filing	Tuesday, April 23, 2024	Tuesday, April 23, 2024
424B5	Prospectus filed pursuant to Rule 424(b)(5)	Tuesday, April 23, 2024
3	Initial Statement of Beneficial Ownership	Thursday, April 11, 2024	Tuesday, April 2, 2024
4	Statement of Changes in Beneficial Ownership of Securities	Wednesday, April 3, 2024	Friday, March 1, 2024

Fair investment returns?*

Bank of America Savings (Standard): 0.01%

Money Market: 0.87%

CapitalOne 360 Savings: 3.70%

5-year CD yield (Marcus): 3.75%

10-year treasury yield: 4.40%

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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 February 24, 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.