ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 15,452 Value ($000) $1,874 Avg Close — Range —
Q3 2025
Shares 24,394 Value ($000) $2,855 Avg Close — Range —
Q2 2025
Shares 24,945 Value ($000) $2,703 Avg Close — Range —
Q1 2025
Shares 26,063 Value ($000) $2,497 Avg Close — Range —
Q4 2024
Shares 28,196 Value ($000) $2,905 Avg Close — Range —
Q3 2024
Shares 28,766 Value ($000) $2,920 Avg Close — Range —
Q2 2024
Shares 28,997 Value ($000) $2,825 Avg Close — Range —