ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 146,234 Value ($000) $6,806 Avg Close — Range —
Q3 2025
Shares 160,235 Value ($000) $7,485 Avg Close — Range —
Q2 2025
Shares 169,427 Value ($000) $7,833 Avg Close — Range —
Q1 2025
Shares 108,768 Value ($000) $5,012 Avg Close — Range —
Q4 2024
Shares 60,789 Value ($000) $2,748 Avg Close — Range —