ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025

Shares 15,255 Value ($000) $391 Avg Close — Range —

Q3 2025

Shares 15,255 Value ($000) $391 Avg Close — Range —

Q2 2025

Shares 15,021 Value ($000) $385 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,255	$391	—	—
Q3 2025	15,255	$391	—	—
Q2 2025	15,021	$385	—	—