Moisand Fitzgerald Tamayo, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1649107 ORLANDO, FL

Position in BIV

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$2,105,238

-$194,792 QoQ

Shares Held

27,277

-7.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,105,238	27,277	-7.6%	Shares	Sole	2026-04-14
2025-12-31	$2,300,030	29,533	-5.2%	Shares	Sole	2026-01-14
2025-09-30	$2,432,034	31,144	-6.4%	Shares	Sole	2025-10-23
2025-06-30	$2,574,416	33,287	-89.6%	Shares	Sole	2025-07-16
2025-03-31	$24,471,312	319,594	-24.2%	Shares	Sole	2025-04-22
2024-12-31	$31,512,295	421,682	+4.9%	Shares	Sole	2025-02-04
2024-09-30	$31,506,072	402,017	+8.0%	Shares	Sole	2024-10-09
2024-06-30	$27,868,516	372,126	+18.8%	Shares	Sole	2024-07-31
2024-03-31	$23,611,811	313,154	+99.0%	Shares	Sole	2024-04-16
2023-12-31	$12,016,941	157,331	+5125.2%	Shares	Sole	2024-01-18
2023-09-30	$217,725	3,011	-16.1%	Shares	Sole	2023-10-20
2023-06-30	$270,000	3,589	-4.9%	Shares	Sole	2023-07-12
2023-03-31	$289,463	3,772	-2.9%	Shares	Sole	2023-05-05
2022-12-31	$288,584	3,883	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$285,028	3,879	-32.5%	Shares	Sole	2022-10-26
2022-06-30	$446,254	5,747	+57.4%	Shares	Sole	2022-08-01
2022-03-31	$299,098	3,652	-59.9%	Shares	Sole	2022-04-29
2021-12-31	$798,218	9,110	+3.7%	Shares	Sole	2022-02-03
2021-09-30	$785,462	8,782	-0.4%	Shares	Sole	2021-11-01
2021-06-30	$793,087	8,816	+49.7%	Shares	Sole	2021-08-03
2021-03-31	$522,708	5,891	-12.5%	Shares	Sole	2021-05-03
2020-12-31	$624,787	6,729	-4.8%	Shares	Sole	2021-02-02
2020-09-30	$660,810	7,069	+8.6%	Shares	Sole	2020-11-02
2020-06-30	$606,480	6,508	+49.1%	Shares	Sole	2020-08-07
2020-03-31	$389,925	4,365	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.