ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 10,579 Value ($000) $1,129 Avg Close — Range —
Q3 2025
Shares 9,977 Value ($000) $1,065 Avg Close — Range —
Q2 2025
Shares 7,218 Value ($000) $768 Avg Close — Range —
Q1 2025
Shares 4,844 Value ($000) $512 Avg Close — Range —
Q4 2024
Shares 3,660 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 3,660 Value ($000) $389 Avg Close — Range —
Q2 2024
Shares 3,660 Value ($000) $383 Avg Close — Range —
Q1 2024
Shares 2,120 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 2,100 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 2,100 Value ($000) $219 Avg Close — Range —