SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 6,461 Value ($000) $289 Avg Close — Range —
Q3 2025
Shares 3,493 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 3,172 Value ($000) $269 Avg Close — Range —
Q1 2025
Shares 3,641 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 3,655 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 3,805 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 4,009 Value ($000) $365 Avg Close — Range —
Q1 2024
Shares 3,840 Value ($000) $363 Avg Close — Range —
Q4 2023
Shares 4,520 Value ($000) $379 Avg Close — Range —
Q3 2023
Shares 3,859 Value ($000) $349 Avg Close — Range —
Q2 2023
Shares 3,584 Value ($000) $291 Avg Close — Range —
Q1 2023
Shares 3,132 Value ($000) $259 Avg Close — Range —
Q4 2022
Shares 3,539 Value ($000) $310 Avg Close — Range —
Q3 2022
Shares 3,719 Value ($000) $268 Avg Close — Range —
Q2 2022
Shares 3,457 Value ($000) $247 Avg Close — Range —
Q1 2022
Shares 5,668 Value ($000) $433 Avg Close — Range —
Q4 2021
Shares 6,583 Value ($000) $365 Avg Close — Range —