ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 223,464 Value ($000) $11,175 Avg Close — Range —
Q3 2025
Shares 208,127 Value ($000) $10,662 Avg Close — Range —
Q2 2025
Shares 195,107 Value ($000) $9,968 Avg Close — Range —
Q1 2025
Shares 213,585 Value ($000) $10,677 Avg Close — Range —
Q4 2024
Shares 359,240 Value ($000) $17,933 Avg Close — Range —
Q3 2024
Shares 343,048 Value ($000) $17,777 Avg Close — Range —
Q2 2024
Shares 215,040 Value ($000) $10,735 Avg Close — Range —
Q1 2024
Shares 200,287 Value ($000) $10,004 Avg Close — Range —
Q4 2023
Shares 10,075 Value ($000) $502 Avg Close — Range —