VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 35,392 Value ($000) $11,866 Avg Close — Range —
Q3 2025
Shares 40,244 Value ($000) $13,207 Avg Close — Range —
Q2 2025
Shares 40,614 Value ($000) $12,344 Avg Close — Range —
Q1 2025
Shares 30,687 Value ($000) $8,434 Avg Close — Range —
Q4 2024
Shares 27,403 Value ($000) $7,942 Avg Close — Range —
Q3 2024
Shares 22,054 Value ($000) $6,245 Avg Close — Range —
Q2 2024
Shares 20,262 Value ($000) $5,420 Avg Close — Range —
Q1 2024
Shares 19,012 Value ($000) $4,941 Avg Close — Range —
Q4 2023
Shares 16,488 Value ($000) $3,911 Avg Close — Range —
Q3 2023
Shares 16,945 Value ($000) $3,599 Avg Close — Range —
Q2 2023
Shares 16,795 Value ($000) $3,700 Avg Close — Range —
Q1 2023
Shares 15,035 Value ($000) $3,069 Avg Close — Range —
Q4 2022
Shares 15,672 Value ($000) $2,996 Avg Close — Range —
Q3 2022
Shares 13,941 Value ($000) $2,502 Avg Close — Range —
Q2 2022
Shares 13,452 Value ($000) $2,537 Avg Close — Range —
Q1 2022
Shares 13,350 Value ($000) $3,039 Avg Close — Range —
Q4 2021
Shares 13,306 Value ($000) $3,213 Avg Close — Range —
Q3 2021
Shares 12,427 Value ($000) $2,759 Avg Close — Range —
Q2 2021
Shares 12,369 Value ($000) $2,756 Avg Close — Range —
Q1 2021
Shares 11,811 Value ($000) $2,441 Avg Close — Range —
Q4 2020
Shares 11,803 Value ($000) $2,297 Avg Close — Range —