ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

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

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

Q4 2025
Shares 11,748 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 11,965 Value ($000) $1,363 Avg Close — Range —
Q2 2025
Shares 12,240 Value ($000) $1,371 Avg Close — Range —
Q1 2025
Shares 7,591 Value ($000) $759 Avg Close — Range —
Q4 2024
Shares 7,583 Value ($000) $734 Avg Close — Range —
Q3 2024
Shares 7,486 Value ($000) $806 Avg Close — Range —
Q2 2024
Shares 5,939 Value ($000) $608 Avg Close — Range —