ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 14,702 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 14,693 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 13,241 Value ($000) $336 Avg Close — Range —