SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q3 2024
Shares 5,604 Value ($000) $250 Avg Close — Range —
Q2 2024
Shares 6,303 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 9,884 Value ($000) $391 Avg Close — Range —
Q4 2023
Shares 263,031 Value ($000) $10,537 Avg Close — Range —
Q3 2023
Shares 248,686 Value ($000) $8,473 Avg Close — Range —
Q2 2023
Shares 234,235 Value ($000) $8,828 Avg Close — Range —
Q1 2023
Shares 216,115 Value ($000) $8,078 Avg Close — Range —
Q4 2022
Shares 216,461 Value ($000) $7,994 Avg Close — Range —
Q3 2022
Shares 202,030 Value ($000) $7,275 Avg Close — Range —
Q2 2022
Shares 184,364 Value ($000) $7,494 Avg Close — Range —
Q1 2022
Shares 95,507 Value ($000) $4,615 Avg Close — Range —
Q4 2021
Shares 98,124 Value ($000) $5,084 Avg Close — Range —
Q3 2021
Shares 82,299 Value ($000) $3,655 Avg Close — Range —
Q2 2021
Shares 54,695 Value ($000) $2,425 Avg Close — Range —
Q1 2021
Shares 46,334 Value ($000) $1,830 Avg Close — Range —