VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,060 Value ($000) $665 Avg Close — Range —
Q3 2025
Shares 1,183 Value ($000) $726 Avg Close — Range —
Q2 2025
Shares 897 Value ($000) $511 Avg Close — Range —
Q1 2025
Shares 960 Value ($000) $493 Avg Close — Range —
Q4 2024
Shares 907 Value ($000) $489 Avg Close — Range —
Q3 2024
Shares 895 Value ($000) $474 Avg Close — Range —
Q2 2024
Shares 831 Value ($000) $417 Avg Close — Range —
Q1 2024
Shares 819 Value ($000) $393 Avg Close — Range —
Q4 2023
Shares 809 Value ($000) $353 Avg Close — Range —
Q3 2023
Shares 883 Value ($000) $348 Avg Close — Range —
Q2 2023
Shares 675 Value ($000) $276 Avg Close — Range —
Q4 2022
Shares 3,305 Value ($000) $1,161 Avg Close — Range —
Q3 2021
Shares 1,044 Value ($000) $413 Avg Close — Range —
Q2 2021
Shares 1,099 Value ($000) $434 Avg Close — Range —
Q1 2021
Shares 1,142 Value ($000) $416 Avg Close — Range —
Q4 2020
Shares 1,926 Value ($000) $662 Avg Close — Range —