SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 16,547 Value ($000) $454 Avg Close — Range —
Q3 2025
Shares 16,509 Value ($000) $451 Avg Close — Range —