ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q3 2025
Shares 1,445 Value ($000) $205 Avg Close — Range —
Q2 2025
Shares 1,540 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 1,690 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 1,690 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 1,690 Value ($000) $228 Avg Close — Range —
Q2 2024
Shares 1,690 Value ($000) $204 Avg Close — Range —