VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,912 Value ($000) $405 Avg Close — Range —
Q3 2025
Shares 1,935 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 2,694 Value ($000) $525 Avg Close — Range —
Q1 2025
Shares 2,844 Value ($000) $530 Avg Close — Range —
Q4 2024
Shares 2,568 Value ($000) $509 Avg Close — Range —
Q3 2024
Shares 1,637 Value ($000) $329 Avg Close — Range —
Q2 2024
Shares 1,975 Value ($000) $360 Avg Close — Range —
Q1 2024
Shares 2,446 Value ($000) $469 Avg Close — Range —
Q4 2023
Shares 1,537 Value ($000) $277 Avg Close — Range —
Q3 2023
Shares 1,506 Value ($000) $240 Avg Close — Range —
Q1 2022
Shares 1,199 Value ($000) $211 Avg Close — Range —
Q4 2021
Shares 1,629 Value ($000) $291 Avg Close — Range —
Q3 2021
Shares 1,955 Value ($000) $331 Avg Close — Range —
Q2 2021
Shares 1,955 Value ($000) $340 Avg Close — Range —
Q1 2021
Shares 2,128 Value ($000) $352 Avg Close — Range —
Q4 2020
Shares 2,753 Value ($000) $392 Avg Close — Range —