ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 8,974 Value ($000) $760 Avg Close — Range —
Q3 2025
Shares 10,425 Value ($000) $861 Avg Close — Range —
Q2 2025
Shares 10,800 Value ($000) $835 Avg Close — Range —
Q1 2025
Shares 10,618 Value ($000) $741 Avg Close — Range —
Q4 2024
Shares 10,618 Value ($000) $702 Avg Close — Range —
Q3 2024
Shares 10,620 Value ($000) $771 Avg Close — Range —
Q2 2024
Shares 10,920 Value ($000) $738 Avg Close — Range —
Q1 2024
Shares 10,810 Value ($000) $734 Avg Close — Range —
Q4 2023
Shares 9,885 Value ($000) $642 Avg Close — Range —
Q3 2023
Shares 9,010 Value ($000) $540 Avg Close — Range —
Q2 2023
Shares 9,680 Value ($000) $606 Avg Close — Range —
Q1 2023
Shares 9,439 Value ($000) $585 Avg Close — Range —
Q4 2022
Shares 9,426 Value ($000) $546 Avg Close — Range —
Q3 2022
Shares 9,422 Value ($000) $480 Avg Close — Range —
Q2 2022
Shares 9,422 Value ($000) $537 Avg Close — Range —
Q1 2022
Shares 9,416 Value ($000) $627 Avg Close — Range —
Q4 2021
Shares 64,589 Value ($000) $4,582 Avg Close — Range —
Q3 2021
Shares 64,060 Value ($000) $4,548 Avg Close — Range —
Q2 2021
Shares 64,038 Value ($000) $4,694 Avg Close — Range —
Q1 2021
Shares 64,083 Value ($000) $4,504 Avg Close — Range —
Q4 2020
Shares 64,083 Value ($000) $4,306 Avg Close — Range —