INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025

Shares 947 Value ($000) $276 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 990 Value ($000) $279 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 853 Value ($000) $252 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 1,011 Value ($000) $251 Avg Close $239.40 Range $209.20 - $261.47

Q4 2023

Shares 1,490 Value ($000) $244 Avg Close $141.50 Range $126.39 - $156.49

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	947	$276	$298.78	$262.11 - $324.90
Q3 2025	990	$279	$259.55	$232.08 - $292.01
Q2 2025	853	$252	$253.82	$210.49 - $292.56
Q1 2025	1,011	$251	$239.40	$209.20 - $261.47
Q4 2023	1,490	$244	$141.50	$126.39 - $156.49