ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 1,957 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 1,974 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 1,933 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 1,655 Value ($000) $213 Avg Close — Range —
Q3 2024
Shares 1,639 Value ($000) $207 Avg Close — Range —