ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

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

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

Q4 2025
Shares 3,677 Value ($000) $329 Avg Close — Range —
Q3 2025
Shares 3,865 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 4,069 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 3,659 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 3,419 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 3,301 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 3,556 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 4,021 Value ($000) $295 Avg Close — Range —
Q4 2023
Shares 3,857 Value ($000) $266 Avg Close — Range —
Q3 2023
Shares 3,857 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 3,728 Value ($000) $247 Avg Close — Range —
Q1 2023
Shares 3,633 Value ($000) $231 Avg Close — Range —
Q4 2022
Shares 3,458 Value ($000) $207 Avg Close — Range —
Q2 2022
Shares 4,739 Value ($000) $284 Avg Close — Range —
Q1 2022
Shares 4,019 Value ($000) $277 Avg Close — Range —