ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

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

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

Q4 2025
Shares 7,520 Value ($000) $606 Avg Close — Range —
Q3 2025
Shares 7,839 Value ($000) $636 Avg Close — Range —
Q2 2025
Shares 8,914 Value ($000) $719 Avg Close — Range —
Q1 2025
Shares 5,833 Value ($000) $460 Avg Close — Range —
Q4 2024
Shares 3,064 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 2,864 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 5,678 Value ($000) $429 Avg Close — Range —
Q4 2022
Shares 6,672 Value ($000) $491 Avg Close — Range —
Q3 2022
Shares 6,949 Value ($000) $496 Avg Close — Range —
Q2 2022
Shares 8,216 Value ($000) $605 Avg Close — Range —
Q1 2022
Shares 16,167 Value ($000) $1,330 Avg Close — Range —
Q4 2021
Shares 17,184 Value ($000) $1,495 Avg Close — Range —
Q3 2021
Shares 17,357 Value ($000) $1,519 Avg Close — Range —
Q2 2021
Shares 15,037 Value ($000) $1,324 Avg Close — Range —
Q1 2021
Shares 14,679 Value ($000) $1,280 Avg Close — Range —
Q4 2020
Shares 12,613 Value ($000) $1,101 Avg Close — Range —