VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 7,261 Value ($000) $2,434 Avg Close Range
Q3 2025
Shares 9,502 Value ($000) $3,127 Avg Close Range
Q2 2025
Shares 6,248 Value ($000) $1,905 Avg Close Range
Q1 2025
Shares 7,391 Value ($000) $2,031 Avg Close Range
Q4 2024
Shares 7,303 Value ($000) $2,116 Avg Close Range
Q3 2024
Shares 8,098 Value ($000) $2,300 Avg Close Range
Q2 2024
Shares 5,973 Value ($000) $1,604 Avg Close Range
Q1 2024
Shares 5,753 Value ($000) $1,495 Avg Close Range
Q4 2023
Shares 6,107 Value ($000) $1,449 Avg Close Range
Q3 2023
Shares 8,514 Value ($000) $1,808 Avg Close Range
Q2 2023
Shares 5,993 Value ($000) $1,320 Avg Close Range
Q1 2023
Shares 5,532 Value ($000) $1,129 Avg Close Range
Q4 2022
Shares 5,936 Value ($000) $1,135 Avg Close Range
Q3 2022
Shares 6,237 Value ($000) $1,119 Avg Close Range
Q2 2022
Shares 6,900 Value ($000) $1,298 Avg Close Range
Q1 2022
Shares 6,825 Value ($000) $1,554 Avg Close Range
Q4 2021
Shares 5,670 Value ($000) $1,369 Avg Close Range
Q3 2021
Shares 5,221 Value ($000) $1,159 Avg Close Range
Q2 2021
Shares 5,864 Value ($000) $1,307 Avg Close Range
Q1 2021
Shares 7,899 Value ($000) $1,633 Avg Close Range
Q4 2020
Shares 9,236 Value ($000) $1,798 Avg Close Range