ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 35,752 Value ($000) $3,829 Avg Close — Range —
Q3 2025
Shares 30,913 Value ($000) $3,292 Avg Close — Range —
Q2 2025
Shares 21,116 Value ($000) $2,206 Avg Close — Range —
Q1 2025
Shares 15,215 Value ($000) $1,604 Avg Close — Range —
Q4 2024
Shares 18,450 Value ($000) $1,966 Avg Close — Range —
Q3 2024
Shares 17,163 Value ($000) $1,864 Avg Close — Range —
Q2 2024
Shares 16,189 Value ($000) $1,725 Avg Close — Range —
Q1 2024
Shares 15,551 Value ($000) $1,673 Avg Close — Range —
Q4 2023
Shares 10,809 Value ($000) $1,172 Avg Close — Range —
Q3 2023
Shares 5,792 Value ($000) $594 Avg Close — Range —