Compass Planning Associates Inc
Position in BIV — VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
CIK 2046823
GREENFIELD, MA
All Filings in BIV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,920,976 | 390,104 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $27,908,056 | 361,597 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,670,395 | 342,455 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,310,206 | 170,447 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,178,853 | 92,822 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,326,362 | 69,562 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,398,120 | 98,998 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||