ATLAS CAPITAL ADVISORS INC.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1434165 JACKSON, WY

Position in BIV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,224

-$2,098 QoQ

Shares Held

-48.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#249

of 252 holders

Holding Since

Jun 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
2026-06-30	$2,224	29	-48.2%	Shares	Sole	2026-08-13
2026-03-31	$4,322	56	+115.4%	Shares	Sole	2026-05-11
2025-12-31	$2,024	26	-96.3%	Shares	Sole	2026-02-13
2025-06-30	$54,756	708	0.0%	Shares	Sole	2025-08-12
2025-03-31	$54,211	708	+81.5%	Shares	Sole	2025-05-12
2024-12-31	$29,144	390	-76.0%	Shares	Sole	2025-02-12
2024-09-30	$127,194	1,623	-1.3%	Shares	Sole	2024-11-05
2024-06-30	$123,194	1,645	+11.5%	Shares	Sole	2024-07-30
2024-03-31	$111,215	1,475	+162.5%	Shares	Sole	2024-04-15
2023-12-31	$42,925	562	0.0%	Shares	Sole	2024-02-15
2023-09-30	$40,638	562	-12.5%	Shares	Sole	2023-11-14
2023-06-30	$48,297	642	-20.3%	Shares	Sole	2023-08-15
2023-03-31	$61,852	806	-19.5%	Shares	Sole	2023-05-16
2022-12-31	$74,394	1,001	+41.2%	Shares	Sole	2023-02-15
2022-09-30	$52,097	709	-50.1%	Shares	Sole	2022-11-08
2022-06-30	$110,418	1,422	-31.5%	Shares	Sole	2022-08-16
2022-03-31	$170,106	2,077	-18.7%	Shares	Sole	2022-05-11
2021-12-31	$223,956	2,556	-2.6%	Shares	Sole	2022-02-01
2021-09-30	$234,601	2,623	+15.1%	Shares	Sole	2021-10-28
2021-06-30	$205,018	2,279	+0.7%	Shares	Sole	2021-07-30
2021-03-31	$200,795	2,263	+23.4%	Shares	Sole	2021-05-10
2020-06-30	$170,910	1,834	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.