SONATA CAPITAL GROUP INC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1172036 SEATTLE, WA

Position in BIV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$653,560

-$12,002 QoQ

Shares Held

8,468

-0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$653,560	8,468	-0.9%	Shares	Sole	2026-04-30
2025-12-31	$665,562	8,546	+4.6%	Shares	Sole	2026-01-26
2025-09-30	$638,073	8,171	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$624,211	8,071	0.0%	Shares	Sole	2025-07-30
2025-03-31	$617,996	8,071	0.0%	Shares	Sole	2025-04-29
2024-12-31	$603,145	8,071	0.0%	Shares	Sole	2025-01-29
2024-09-30	$632,524	8,071	-9.1%	Shares	Sole	2024-11-01
2024-03-31	$669,250	8,876	+19.1%	Shares	Sole	2024-04-30
2023-12-31	$569,107	7,451	0.0%	Shares	Sole	2024-02-07
2023-09-30	$538,781	7,451	0.0%	Shares	Sole	2023-11-07
2023-06-30	$560,538	7,451	-5.9%	Shares	Sole	2023-08-04
2023-03-31	$607,320	7,914	-0.8%	Shares	Sole	2023-05-08
2022-12-31	$592,999	7,979	-0.8%	Shares	Sole	2023-02-08
2022-09-30	$591,146	8,045	0.0%	Shares	Sole	2022-10-25
2022-06-30	$624,694	8,045	0.0%	Shares	Sole	2022-08-03
2022-03-31	$658,885	8,045	-4.7%	Shares	Sole	2022-04-22
2021-12-31	$739,950	8,445	0.0%	Shares	Sole	2022-02-11
2021-09-30	$755,320	8,445	0.0%	Shares	Sole	2021-11-08
2021-06-30	$759,712	8,445	-9.6%	Shares	Sole	2021-08-05
2021-03-31	$829,181	9,345	-1.6%	Shares	Sole	2021-05-03
2020-12-31	$881,610	9,495	-4.3%	Shares	Sole	2021-01-29
2020-09-30	$927,321	9,920	0.0%	Shares	Sole	2020-10-29
2020-06-30	$924,444	9,920	-1.1%	Shares	Sole	2020-08-03
2020-03-31	$895,979	10,030	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.