ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 20,189 Value ($000) $2,813 Avg Close — Range —
Q3 2025
Shares 19,130 Value ($000) $2,595 Avg Close — Range —
Q2 2025
Shares 19,130 Value ($000) $2,425 Avg Close — Range —
Q1 2025
Shares 19,835 Value ($000) $2,278 Avg Close — Range —
Q4 2024
Shares 8,423 Value ($000) $1,024 Avg Close — Range —
Q3 2024
Shares 8,048 Value ($000) $969 Avg Close — Range —
Q2 2024
Shares 7,405 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 6,566 Value ($000) $717 Avg Close — Range —
Q4 2023
Shares 6,566 Value ($000) $660 Avg Close — Range —
Q3 2023
Shares 6,566 Value ($000) $591 Avg Close — Range —
Q2 2023
Shares 6,566 Value ($000) $615 Avg Close — Range —
Q1 2023
Shares 6,721 Value ($000) $590 Avg Close — Range —
Q4 2022
Shares 6,721 Value ($000) $553 Avg Close — Range —
Q3 2022
Shares 6,721 Value ($000) $510 Avg Close — Range —
Q2 2022
Shares 6,721 Value ($000) $542 Avg Close — Range —
Q1 2022
Shares 6,721 Value ($000) $651 Avg Close — Range —
Q4 2021
Shares 6,556 Value ($000) $697 Avg Close — Range —
Q3 2021
Shares 6,466 Value ($000) $620 Avg Close — Range —
Q2 2021
Shares 6,456 Value ($000) $617 Avg Close — Range —
Q1 2021
Shares 5,805 Value ($000) $510 Avg Close — Range —