ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

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

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

Q4 2025
Shares 9,677 Value ($000) $226 Avg Close — Range —
Q3 2025
Shares 10,746 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 9,885 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 9,435 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 9,435 Value ($000) $214 Avg Close — Range —