ISHARES TR

Ticker: IMTB CUSIP: 46435G417 Class: CR 5 10 YR ETF

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

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

Q4 2025
Shares 669,077 Value ($000) $29,573 Avg Close — Range —
Q3 2025
Shares 618,442 Value ($000) $27,339 Avg Close — Range —
Q2 2025
Shares 581,061 Value ($000) $25,352 Avg Close — Range —
Q1 2025
Shares 484,701 Value ($000) $21,037 Avg Close — Range —
Q4 2024
Shares 216,250 Value ($000) $9,179 Avg Close — Range —