ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

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

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

Q4 2025
Shares 13,678 Value ($000) $1,762 Avg Close — Range —
Q3 2025
Shares 13,206 Value ($000) $1,663 Avg Close — Range —
Q2 2025
Shares 12,696 Value ($000) $1,475 Avg Close — Range —
Q1 2025
Shares 11,932 Value ($000) $1,222 Avg Close — Range —
Q4 2024
Shares 3,637 Value ($000) $401 Avg Close — Range —
Q3 2024
Shares 3,522 Value ($000) $383 Avg Close — Range —
Q2 2024
Shares 2,682 Value ($000) $279 Avg Close — Range —