ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 9,589 Value ($000) $912 Avg Close — Range —
Q3 2025
Shares 12,478 Value ($000) $1,160 Avg Close — Range —
Q2 2025
Shares 12,091 Value ($000) $1,079 Avg Close — Range —
Q1 2025
Shares 13,141 Value ($000) $1,073 Avg Close — Range —
Q4 2024
Shares 14,731 Value ($000) $1,122 Avg Close — Range —
Q3 2024
Shares 19,003 Value ($000) $1,599 Avg Close — Range —
Q2 2024
Shares 18,822 Value ($000) $1,483 Avg Close — Range —