Joel Isaacson & Co., LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1599330 NEW YORK, NY

Position in BIV

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$9,182,490

+$319,824 QoQ

Shares Held

118,975

+4.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,182,490	118,975	+4.5%	Shares	Sole	2026-04-23
2025-12-31	$8,862,666	113,799	+6.2%	Shares	Sole	2026-01-30
2025-09-30	$8,368,592	107,166	+20.2%	Shares	Sole	2025-10-30
2025-06-30	$6,897,877	89,189	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$6,802,555	88,841	+10.7%	Shares	Sole	2025-04-25
2024-12-31	$5,998,801	80,273	+24.8%	Shares	Sole	2025-01-28
2024-09-30	$5,039,739	64,307	+48.8%	Shares	Sole	2024-10-23
2024-06-30	$3,236,820	43,221	+25.7%	Shares	Sole	2024-07-24
2024-03-31	$2,593,006	34,390	+79.5%	Shares	Sole	2024-04-30
2023-12-31	$1,463,135	19,156	+198.3%	Shares	Sole	2024-02-12
2023-09-30	$464,302	6,421	+33.8%	Shares	Sole	2023-10-24
2023-06-30	$360,953	4,798	0.0%	Shares	Sole	2023-07-27
2023-03-31	$368,198	4,798	0.0%	Shares	Sole	2023-04-25
2022-12-31	$356,587	4,798	-32.3%	Shares	Sole	2023-01-27
2022-09-30	$520,458	7,083	+0.9%	Shares	Sole	2022-10-14
2022-06-30	$545,025	7,019	0.0%	Shares	Sole	2022-07-15
2022-03-31	$574,856	7,019	-14.9%	Shares	Sole	2022-04-21
2021-12-31	$722,689	8,248	0.0%	Shares	Sole	2022-01-19
2021-09-30	$737,701	8,248	0.0%	Shares	Sole	2021-10-21
2021-06-30	$741,990	8,248	0.0%	Shares	Sole	2021-07-20
2021-03-31	$731,845	8,248	0.0%	Shares	Sole	2021-04-23
2020-12-31	$765,826	8,248	0.0%	Shares	Sole	2021-01-22
2020-09-30	$771,023	8,248	+13.8%	Shares	Sole	2020-10-14
2020-06-30	$675,441	7,248	0.0%	Shares	Sole	2020-07-21
2020-03-31	$647,463	7,248	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.