Perigon Wealth Management, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1575239 SAN FRANCISCO, CA

Position in BIV

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$4,163,629

+$553,969 QoQ

Shares Held

53,947

+16.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 29% Shared 0% None 71%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,163,629	53,947	+16.4%	Shares	Sole	2026-04-10
2025-12-31	$3,609,660	46,349	+7.1%	Shares	Sole	2026-01-16
2025-09-30	$3,378,485	43,264	-1.8%	Shares	Sole	2025-10-17
2025-06-30	$3,408,760	44,075	+4.6%	Shares	Sole	2025-07-16
2025-03-31	$3,227,655	42,153	-2.5%	Shares	Sole	2025-04-23
2024-12-31	$3,231,474	43,242	-1.4%	Shares	Sole	2025-01-22
2024-09-30	$3,436,132	43,845	-58.9%	Shares	Sole	2024-10-16
2024-06-30	$7,994,956	106,756	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$8,115,000	107,626	+2.9%	Shares	Sole	2024-04-29
2023-12-31	$7,988,202	104,585	+11.1%	Shares	Sole	2024-01-29
2023-09-30	$6,806,323	94,127	+7.9%	Shares	Sole	2023-10-30
2023-06-30	$6,563,967	87,252	+1794.3%	Shares	Sole	2023-08-02
2023-03-31	$353,464	4,606	+8.8%	Shares	Sole	2023-05-03
2022-12-31	$314,670	4,234	-17.1%	Shares	Sole	2023-05-01
2022-09-30	$375,409	5,109	+20.7%	Shares	Sole	2022-12-13
2022-06-30	$328,770	4,234	+39.1%	Shares	Sole	2022-08-11
2022-03-31	$249,303	3,044	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$263,035	3,002	-22.3%	Shares	Sole	2022-02-11
2021-09-30	$345,417	3,862	-21.6%	Shares	Sole	2021-11-01
2021-06-30	$443,053	4,925	-4.2%	Shares	Sole	2021-07-19
2021-03-31	$456,072	5,140	-2.4%	Shares	Sole	2021-05-17
2020-12-31	$489,133	5,268	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.