SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

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

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

Q4 2025

Shares 4,402 Value ($000) $384 Avg Close $90.89 Range $83.80 - $100.02

Q1 2021

Shares 3,232 Value ($000) $201 Avg Close $49.84 Range $47.42 - $52.36

Q4 2020

Shares 4,016 Value ($000) $247 Avg Close $49.52 Range $44.23 - $53.74

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,402	$384	$90.89	$83.80 - $100.02
Q1 2021	3,232	$201	$49.84	$47.42 - $52.36
Q4 2020	4,016	$247	$49.52	$44.23 - $53.74