ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 187,670 Value ($000) $16,789 Avg Close — Range —
Q3 2025
Shares 175,740 Value ($000) $15,344 Avg Close — Range —
Q2 2025
Shares 169,677 Value ($000) $14,165 Avg Close — Range —
Q1 2025
Shares 173,259 Value ($000) $13,107 Avg Close — Range —
Q4 2024
Shares 202,105 Value ($000) $14,204 Avg Close — Range —
Q3 2024
Shares 181,874 Value ($000) $14,195 Avg Close — Range —
Q2 2024
Shares 150,785 Value ($000) $10,953 Avg Close — Range —
Q1 2024
Shares 119,769 Value ($000) $8,889 Avg Close — Range —
Q4 2023
Shares 17,514 Value ($000) $1,232 Avg Close — Range —
Q4 2021
Shares 3,483 Value ($000) $260 Avg Close — Range —
Q3 2021
Shares 3,509 Value ($000) $260 Avg Close — Range —
Q2 2021
Shares 4,182 Value ($000) $313 Avg Close — Range —
Q1 2021
Shares 4,210 Value ($000) $303 Avg Close — Range —
Q4 2020
Shares 5,567 Value ($000) $385 Avg Close — Range —