ISHARES TR

Ticker: EUSB CUSIP: 46436E619 Class: ESG ADV TTL USD

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

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

Q4 2025
Shares 4,667 Value ($000) $205 Avg Close — Range —
Q3 2025
Shares 5,176 Value ($000) $227 Avg Close — Range —
Q1 2025
Shares 10,690 Value ($000) $463 Avg Close — Range —
Q4 2024
Shares 10,690 Value ($000) $454 Avg Close — Range —
Q3 2024
Shares 10,690 Value ($000) $474 Avg Close — Range —
Q2 2024
Shares 10,725 Value ($000) $456 Avg Close — Range —