ISHARES TR

Ticker: HYDB CUSIP: 46435G250 Class: HIGH YLD SYSTM B

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

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

Q4 2025
Shares 103,512 Value ($000) $4,901 Avg Close — Range —
Q3 2025
Shares 225,245 Value ($000) $10,777 Avg Close — Range —
Q2 2025
Shares 159,550 Value ($000) $7,575 Avg Close — Range —
Q1 2025
Shares 157,017 Value ($000) $7,394 Avg Close — Range —
Q4 2024
Shares 133,240 Value ($000) $6,264 Avg Close — Range —
Q3 2024
Shares 108,161 Value ($000) $5,198 Avg Close — Range —
Q2 2024
Shares 78,210 Value ($000) $3,632 Avg Close — Range —
Q1 2024
Shares 8,476 Value ($000) $396 Avg Close — Range —