VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 129,868 Value ($000) $8,113 Avg Close — Range —
Q3 2025
Shares 64,675 Value ($000) $3,875 Avg Close — Range —
Q2 2025
Shares 65,794 Value ($000) $3,751 Avg Close — Range —
Q1 2025
Shares 72,982 Value ($000) $3,710 Avg Close — Range —
Q4 2024
Shares 46,669 Value ($000) $2,232 Avg Close — Range —
Q3 2024
Shares 24,528 Value ($000) $1,295 Avg Close — Range —
Q2 2024
Shares 23,780 Value ($000) $1,175 Avg Close — Range —
Q1 2024
Shares 24,464 Value ($000) $1,227 Avg Close — Range —
Q4 2023
Shares 22,524 Value ($000) $1,079 Avg Close — Range —
Q3 2023
Shares 23,792 Value ($000) $1,040 Avg Close — Range —
Q2 2023
Shares 21,292 Value ($000) $983 Avg Close — Range —
Q1 2023
Shares 22,193 Value ($000) $1,002 Avg Close — Range —
Q4 2022
Shares 22,445 Value ($000) $942 Avg Close — Range —
Q3 2022
Shares 29,380 Value ($000) $1,068 Avg Close — Range —
Q2 2022
Shares 30,581 Value ($000) $1,248 Avg Close — Range —
Q1 2022
Shares 40,208 Value ($000) $1,931 Avg Close — Range —
Q4 2021
Shares 40,215 Value ($000) $2,053 Avg Close — Range —
Q3 2021
Shares 39,198 Value ($000) $1,979 Avg Close — Range —
Q2 2021
Shares 37,042 Value ($000) $1,908 Avg Close — Range —
Q1 2021
Shares 31,795 Value ($000) $1,561 Avg Close — Range —
Q4 2020
Shares 23,380 Value ($000) $1,104 Avg Close — Range —