VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

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

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

Q4 2025
Shares 2,775 Value ($000) $610 Avg Close — Range —
Q3 2025
Shares 2,126 Value ($000) $461 Avg Close — Range —
Q2 2025
Shares 2,048 Value ($000) $421 Avg Close — Range —
Q1 2025
Shares 2,078 Value ($000) $403 Avg Close — Range —
Q4 2024
Shares 2,402 Value ($000) $470 Avg Close — Range —
Q3 2024
Shares 2,538 Value ($000) $505 Avg Close — Range —
Q2 2024
Shares 2,560 Value ($000) $470 Avg Close — Range —
Q1 2024
Shares 2,649 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 9,526 Value ($000) $1,623 Avg Close — Range —
Q3 2023
Shares 1,770 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 1,728 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 1,728 Value ($000) $266 Avg Close — Range —
Q4 2022
Shares 1,723 Value ($000) $262 Avg Close — Range —
Q3 2022
Shares 1,745 Value ($000) $236 Avg Close — Range —