ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 2,601 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 2,621 Value ($000) $316 Avg Close — Range —
Q2 2025
Shares 2,813 Value ($000) $310 Avg Close — Range —
Q1 2025
Shares 2,756 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,339 Value ($000) $237 Avg Close — Range —
Q3 2024
Shares 2,423 Value ($000) $232 Avg Close — Range —
Q1 2024
Shares 5,284 Value ($000) $446 Avg Close — Range —