ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 150,058 Value ($000) $3,820 Avg Close — Range —
Q3 2025
Shares 145,363 Value ($000) $3,710 Avg Close — Range —
Q2 2025
Shares 125,371 Value ($000) $3,187 Avg Close — Range —
Q1 2025
Shares 128,917 Value ($000) $3,256 Avg Close — Range —
Q4 2024
Shares 107,866 Value ($000) $2,686 Avg Close — Range —
Q3 2024
Shares 62,388 Value ($000) $1,593 Avg Close — Range —
Q2 2024
Shares 53,663 Value ($000) $1,329 Avg Close — Range —
Q1 2024
Shares 20,333 Value ($000) $506 Avg Close — Range —