SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 926 Value ($000) $559 Avg Close — Range —
Q3 2025
Shares 1,100 Value ($000) $656 Avg Close — Range —
Q2 2025
Shares 657 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 635 Value ($000) $339 Avg Close — Range —
Q4 2024
Shares 635 Value ($000) $362 Avg Close — Range —
Q3 2024
Shares 635 Value ($000) $362 Avg Close — Range —
Q2 2024
Shares 521 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 381 Value ($000) $212 Avg Close — Range —
Q4 2021
Shares 3,081 Value ($000) $1,595 Avg Close — Range —
Q3 2021
Shares 3,081 Value ($000) $1,482 Avg Close — Range —
Q2 2021
Shares 3,081 Value ($000) $1,513 Avg Close — Range —
Q1 2021
Shares 4,181 Value ($000) $1,990 Avg Close — Range —
Q4 2020
Shares 3,081 Value ($000) $1,294 Avg Close — Range —