| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| SHOEN MARK V | 10%+ Owner | 207 E. CLARENDON AVENUE, PHOENIX | /s/ Mark V. Shoen | 2025-11-21 | 0001134431 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Gift | $0 | -4.58K | -2.4% | $0.00 | 186K | Nov 20, 2025 | Shoen Family Revocable Trust | F1 |
| holding | UHALB | Series N Common Stock | 425K | Nov 20, 2025 | MVS-029 Trust | F2 | |||||
| holding | UHALB | Series N Common Stock | 8.15M | Nov 20, 2025 | Blackwater Investments, Inc. | F3 | |||||
| holding | UHALB | Series N Common Stock | 67.3M | Nov 20, 2025 | Willow Grove Holdings LP | F3 | |||||
| holding | UHALB | Series N Common Stock | 43K | Nov 20, 2025 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 226K | Nov 20, 2025 | EJS-028 Trust | F4 | |||||
| holding | UHALB | Common Stock | 4.77K | Nov 20, 2025 | Direct | ||||||
| holding | UHALB | Common Stock | 6.71K | Nov 20, 2025 | Shoen Family Revocable Trust | F1 | |||||
| holding | UHALB | Common Stock | 880K | Nov 20, 2025 | Blackwater Investments, Inc. | F3 | |||||
| holding | UHALB | Common Stock | 25.1K | Nov 20, 2025 | EJS-028 Trust | F4 | |||||
| holding | UHALB | Common Stock | 7.56M | Nov 20, 2025 | Willow Grove Holdings LP | F3 | |||||
| holding | UHALB | Common Stock | 1.32M | Nov 20, 2025 | Clarendon Strategies, LLC | F3 | |||||
| holding | UHALB | Common Stock | 24.9K | Nov 20, 2025 | SAC Holding Corporation | F3 |
| Id | Content |
|---|---|
| F1 | Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. |
| F2 | Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. |
| F3 | Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| F4 | Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. |