ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 361,295 Value ($000) $8,754 Avg Close — Range —
Q3 2025
Shares 315,147 Value ($000) $7,658 Avg Close — Range —
Q2 2025
Shares 273,274 Value ($000) $6,627 Avg Close — Range —
Q1 2025
Shares 278,785 Value ($000) $6,749 Avg Close — Range —
Q4 2024
Shares 245,146 Value ($000) $5,901 Avg Close — Range —
Q3 2024
Shares 211,973 Value ($000) $5,151 Avg Close — Range —
Q2 2024
Shares 188,871 Value ($000) $4,499 Avg Close — Range —
Q1 2024
Shares 162,195 Value ($000) $3,868 Avg Close — Range —
Q4 2023
Shares 121,889 Value ($000) $2,913 Avg Close — Range —
Q3 2023
Shares 68,087 Value ($000) $1,589 Avg Close — Range —
Q2 2023
Shares 27,650 Value ($000) $649 Avg Close — Range —