BOURGEON CAPITAL MANAGEMENT LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1088731 Darien, CT

Position in BIV

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$2,752,933

+$71,525 QoQ

Shares Held

35,669

+3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,752,933	35,669	+3.6%	Shares	Sole	2026-04-13
2025-12-31	$2,681,408	34,430	+22.0%	Shares	Sole	2026-01-15
2025-09-30	$2,204,246	28,227	+8.2%	Shares	Sole	2025-10-21
2025-06-30	$2,017,955	26,092	+3.2%	Shares	Sole	2025-07-18
2025-03-31	$1,936,531	25,291	+7.0%	Shares	Sole	2025-04-09
2024-12-31	$1,766,691	23,641	+15.4%	Shares	Sole	2025-01-17
2024-09-30	$1,605,487	20,486	+7.3%	Shares	Sole	2024-10-16
2024-06-30	$1,430,099	19,096	+9.0%	Shares	Sole	2024-07-11
2024-03-31	$1,321,460	17,526	+6.7%	Shares	Sole	2024-04-19
2023-12-31	$1,254,006	16,418	+468.5%	Shares	Sole	2024-01-30
2023-09-30	$208,831	2,888	0.0%	Shares	Sole	2023-11-01
2023-06-30	$217,264	2,888	0.0%	Shares	Sole	2023-07-20
2023-03-31	$221,625	2,888	+22.5%	Shares	Sole	2023-04-17
2022-12-31	$175,246	2,358	+1320.5%	Shares	Sole	2023-01-20
2022-09-30	$12,197	166	0.0%	Shares	Sole	2022-10-27
2022-06-30	$12,889	166	+12.2%	Shares	Sole	2022-07-27
2022-03-31	$12,121	148	0.0%	Shares	Sole	2022-05-03
2021-12-31	$12,967	148	-28.2%	Shares	Sole	2022-01-31
2021-09-30	$18,424	206	+4.6%	Shares	Sole	2021-11-09
2021-06-30	$17,722	197	+4.2%	Shares	Sole	2021-07-19
2021-03-31	$16,769	189	+35.0%	Shares	Sole	2021-05-13
2020-12-31	$12,999	140	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.