ISHARES TR

Ticker: ISHG CUSIP: 464288125 Class: 3YRTB ETF

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

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

Q4 2025
Shares 65,983 Value ($000) $4,965 Avg Close — Range —
Q3 2025
Shares 108,046 Value ($000) $8,231 Avg Close — Range —
Q2 2025
Shares 102,965 Value ($000) $7,883 Avg Close — Range —