VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 5,844 Value ($000) $1,766 Avg Close — Range —
Q3 2025
Shares 5,852 Value ($000) $1,742 Avg Close — Range —
Q2 2025
Shares 6,017 Value ($000) $1,666 Avg Close — Range —
Q1 2025
Shares 881 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 1,069 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 1,069 Value ($000) $286 Avg Close — Range —
Q2 2024
Shares 1,151 Value ($000) $288 Avg Close — Range —
Q1 2024
Shares 1,151 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 1,349 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 1,157 Value ($000) $248 Avg Close — Range —
Q2 2023
Shares 2,057 Value ($000) $473 Avg Close — Range —
Q1 2023
Shares 2,096 Value ($000) $454 Avg Close — Range —
Q4 2022
Shares 2,096 Value ($000) $420 Avg Close — Range —
Q3 2022
Shares 2,095 Value ($000) $409 Avg Close — Range —
Q2 2022
Shares 1,838 Value ($000) $362 Avg Close — Range —
Q1 2022
Shares 2,126 Value ($000) $528 Avg Close — Range —
Q4 2021
Shares 2,318 Value ($000) $653 Avg Close — Range —
Q3 2021
Shares 2,267 Value ($000) $635 Avg Close — Range —
Q2 2021
Shares 2,267 Value ($000) $657 Avg Close — Range —
Q1 2021
Shares 2,266 Value ($000) $622 Avg Close — Range —
Q4 2020
Shares 2,028 Value ($000) $543 Avg Close — Range —