ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q3 2025
Shares 5,353 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 7,127 Value ($000) $277 Avg Close — Range —