SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 25,598 Value ($000) $3,685 Avg Close — Range —
Q3 2025
Shares 12,883 Value ($000) $3,631 Avg Close — Range —
Q2 2025
Shares 12,866 Value ($000) $3,258 Avg Close — Range —
Q1 2025
Shares 14,049 Value ($000) $2,901 Avg Close — Range —
Q4 2024
Shares 13,680 Value ($000) $3,181 Avg Close — Range —
Q3 2024
Shares 14,077 Value ($000) $3,178 Avg Close — Range —
Q2 2024
Shares 12,944 Value ($000) $2,928 Avg Close — Range —
Q1 2024
Shares 12,723 Value ($000) $2,650 Avg Close — Range —
Q4 2023
Shares 11,882 Value ($000) $2,287 Avg Close — Range —
Q3 2023
Shares 11,881 Value ($000) $1,948 Avg Close — Range —
Q2 2023
Shares 10,586 Value ($000) $1,840 Avg Close — Range —
Q1 2023
Shares 12,185 Value ($000) $1,840 Avg Close — Range —
Q4 2022
Shares 10,584 Value ($000) $1,317 Avg Close — Range —
Q3 2022
Shares 11,543 Value ($000) $1,371 Avg Close — Range —
Q2 2022
Shares 12,904 Value ($000) $1,640 Avg Close — Range —
Q1 2022
Shares 11,541 Value ($000) $1,834 Avg Close — Range —
Q4 2021
Shares 11,509 Value ($000) $2,001 Avg Close — Range —
Q3 2021
Shares 11,556 Value ($000) $1,725 Avg Close — Range —
Q2 2021
Shares 11,546 Value ($000) $1,705 Avg Close — Range —
Q1 2021
Shares 11,537 Value ($000) $1,532 Avg Close — Range —
Q4 2020
Shares 11,479 Value ($000) $1,492 Avg Close — Range —