ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 52,960 Value ($000) $1,169 Avg Close — Range —
Q3 2025
Shares 52,329 Value ($000) $1,159 Avg Close — Range —
Q2 2025
Shares 14,833 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 15,386 Value ($000) $334 Avg Close — Range —