VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q4 2025
Shares 12,345 Value ($000) $596 Avg Close — Range —
Q3 2025
Shares 12,916 Value ($000) $639 Avg Close — Range —
Q2 2025
Shares 31,279 Value ($000) $1,549 Avg Close — Range —
Q1 2025
Shares 34,590 Value ($000) $1,689 Avg Close — Range —