VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 12,679 Value ($000) $7,952 Avg Close — Range —
Q3 2025
Shares 12,394 Value ($000) $7,590 Avg Close — Range —
Q2 2025
Shares 13,024 Value ($000) $7,398 Avg Close — Range —
Q1 2025
Shares 14,587 Value ($000) $7,496 Avg Close — Range —
Q4 2024
Shares 10,058 Value ($000) $5,419 Avg Close — Range —
Q3 2024
Shares 9,281 Value ($000) $4,897 Avg Close — Range —
Q2 2024
Shares 9,159 Value ($000) $4,581 Avg Close — Range —
Q1 2024
Shares 8,936 Value ($000) $4,296 Avg Close — Range —
Q4 2023
Shares 6,248 Value ($000) $2,729 Avg Close — Range —
Q3 2023
Shares 5,837 Value ($000) $2,292 Avg Close — Range —
Q2 2023
Shares 5,635 Value ($000) $2,295 Avg Close — Range —
Q1 2023
Shares 5,970 Value ($000) $2,245 Avg Close — Range —
Q4 2022
Shares 5,759 Value ($000) $2,023 Avg Close — Range —
Q3 2022
Shares 6,265 Value ($000) $2,057 Avg Close — Range —
Q2 2022
Shares 6,199 Value ($000) $2,150 Avg Close — Range —
Q1 2022
Shares 5,345 Value ($000) $2,219 Avg Close — Range —
Q4 2021
Shares 5,593 Value ($000) $2,442 Avg Close — Range —
Q3 2021
Shares 5,614 Value ($000) $2,214 Avg Close — Range —
Q2 2021
Shares 5,604 Value ($000) $2,205 Avg Close — Range —
Q1 2021
Shares 5,334 Value ($000) $1,943 Avg Close — Range —
Q4 2020
Shares 5,376 Value ($000) $1,848 Avg Close — Range —