SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

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

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

Q4 2025
Shares 10,837 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 10,837 Value ($000) $689 Avg Close — Range —
Q2 2025
Shares 19,612 Value ($000) $1,148 Avg Close — Range —
Q1 2025
Shares 19,612 Value ($000) $1,049 Avg Close — Range —
Q4 2024
Shares 19,612 Value ($000) $1,108 Avg Close — Range —
Q3 2024
Shares 19,612 Value ($000) $1,094 Avg Close — Range —
Q2 2024
Shares 15,750 Value ($000) $836 Avg Close — Range —
Q1 2024
Shares 15,750 Value ($000) $798 Avg Close — Range —