NEW YORK LIFE INVTS ACTIVE E

Ticker: MMSD CUSIP: 64953X100 Class: NYLI MACKAY MUNI

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

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

Q4 2025
Shares 20,787 Value ($000) $528 Avg Close — Range —
Q3 2025
Shares 17,953 Value ($000) $458 Avg Close — Range —