ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 50,763 Value ($000) $5,070 Avg Close — Range —
Q3 2025
Shares 14,189 Value ($000) $1,422 Avg Close — Range —
Q2 2025
Shares 15,832 Value ($000) $1,571 Avg Close — Range —
Q1 2025
Shares 16,433 Value ($000) $1,626 Avg Close — Range —
Q4 2024
Shares 5,094 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 4,587 Value ($000) $465 Avg Close — Range —
Q2 2024
Shares 3,833 Value ($000) $372 Avg Close — Range —
Q1 2024
Shares 12,374 Value ($000) $1,212 Avg Close — Range —
Q4 2023
Shares 22,018 Value ($000) $2,185 Avg Close — Range —
Q3 2023
Shares 31,827 Value ($000) $2,993 Avg Close — Range —
Q2 2023
Shares 50,091 Value ($000) $4,906 Avg Close — Range —
Q1 2023
Shares 34,754 Value ($000) $3,463 Avg Close — Range —
Q4 2022
Shares 31,486 Value ($000) $3,054 Avg Close — Range —
Q3 2022
Shares 38,578 Value ($000) $3,717 Avg Close — Range —
Q2 2022
Shares 38,352 Value ($000) $3,900 Avg Close — Range —
Q1 2022
Shares 46,362 Value ($000) $4,965 Avg Close — Range —
Q4 2021
Shares 5,366 Value ($000) $612 Avg Close — Range —
Q3 2021
Shares 2,308 Value ($000) $265 Avg Close — Range —
Q2 2021
Shares 2,304 Value ($000) $266 Avg Close — Range —
Q1 2021
Shares 2,126 Value ($000) $242 Avg Close — Range —
Q4 2020
Shares 1,957 Value ($000) $231 Avg Close — Range —