PUTNAM ETF TRUST

Ticker: PVAL CUSIP: 746729300 Class: FOCUSED LAR CAP

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

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

Q4 2025
Shares 686,031 Value ($000) $31,262 Avg Close — Range —
Q3 2025
Shares 533,149 Value ($000) $22,776 Avg Close — Range —
Q2 2025
Shares 360,157 Value ($000) $14,489 Avg Close — Range —
Q1 2025
Shares 156,086 Value ($000) $5,944 Avg Close — Range —
Q4 2024
Shares 88,648 Value ($000) $3,291 Avg Close — Range —