ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 32,178 Value ($000) $996 Avg Close — Range —
Q3 2025
Shares 32,919 Value ($000) $1,041 Avg Close — Range —
Q2 2025
Shares 37,327 Value ($000) $1,145 Avg Close — Range —
Q1 2025
Shares 41,792 Value ($000) $1,284 Avg Close — Range —
Q4 2024
Shares 47,540 Value ($000) $1,495 Avg Close — Range —
Q3 2024
Shares 44,202 Value ($000) $1,469 Avg Close — Range —
Q2 2024
Shares 39,782 Value ($000) $1,255 Avg Close — Range —
Q1 2024
Shares 45,046 Value ($000) $1,452 Avg Close — Range —
Q4 2023
Shares 51,557 Value ($000) $1,608 Avg Close — Range —
Q3 2023
Shares 105,195 Value ($000) $3,172 Avg Close — Range —
Q2 2023
Shares 103,637 Value ($000) $3,206 Avg Close — Range —
Q1 2023
Shares 115,887 Value ($000) $3,618 Avg Close — Range —
Q4 2022
Shares 119,525 Value ($000) $3,649 Avg Close — Range —
Q3 2022
Shares 128,532 Value ($000) $4,071 Avg Close — Range —
Q2 2022
Shares 146,605 Value ($000) $4,820 Avg Close — Range —
Q1 2022
Shares 163,457 Value ($000) $5,953 Avg Close — Range —
Q4 2021
Shares 168,520 Value ($000) $6,645 Avg Close — Range —
Q3 2021
Shares 135,801 Value ($000) $5,270 Avg Close — Range —
Q2 2021
Shares 114,519 Value ($000) $4,505 Avg Close — Range —
Q1 2021
Shares 98,741 Value ($000) $3,792 Avg Close — Range —
Q4 2020
Shares 87,821 Value ($000) $3,382 Avg Close — Range —