VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 4,663 Value ($000) $988 Avg Close — Range —
Q3 2025
Shares 5,068 Value ($000) $1,062 Avg Close — Range —
Q2 2025
Shares 5,069 Value ($000) $993 Avg Close — Range —
Q1 2025
Shares 5,509 Value ($000) $1,026 Avg Close — Range —
Q4 2024
Shares 5,528 Value ($000) $1,096 Avg Close — Range —
Q3 2024
Shares 5,774 Value ($000) $1,159 Avg Close — Range —
Q2 2024
Shares 6,558 Value ($000) $1,204 Avg Close — Range —
Q1 2024
Shares 7,482 Value ($000) $1,436 Avg Close — Range —
Q4 2023
Shares 79,934 Value ($000) $14,386 Avg Close — Range —
Q3 2023
Shares 77,305 Value ($000) $12,329 Avg Close — Range —
Q2 2023
Shares 74,158 Value ($000) $12,266 Avg Close — Range —
Q1 2023
Shares 68,280 Value ($000) $10,840 Avg Close — Range —
Q4 2022
Shares 56,342 Value ($000) $8,947 Avg Close — Range —
Q3 2022
Shares 53,213 Value ($000) $7,631 Avg Close — Range —
Q2 2022
Shares 55,756 Value ($000) $8,256 Avg Close — Range —
Q1 2022
Shares 56,139 Value ($000) $9,877 Avg Close — Range —
Q4 2021
Shares 53,275 Value ($000) $9,528 Avg Close — Range —
Q3 2021
Shares 46,262 Value ($000) $7,875 Avg Close — Range —
Q2 2021
Shares 51,275 Value ($000) $8,904 Avg Close — Range —
Q1 2021
Shares 45,982 Value ($000) $7,615 Avg Close — Range —
Q4 2020
Shares 29,237 Value ($000) $4,158 Avg Close — Range —