Foundations Investment Advisors, LLC

Endowment

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1743404 PHOENIX, AZ

Position in BIV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,370,322

+$113,292 QoQ

Shares Held

17,866

+9.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#131

of 252 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,370,322	17,866	+9.7%	Shares	Sole	2026-08-14
2026-03-31	$1,257,030	16,287	+8.4%	Shares	Sole	2026-05-11
2025-12-31	$1,170,224	15,026	+13.2%	Shares	Sole	2026-02-10
2025-09-30	$1,036,566	13,274	+211.6%	Shares	Sole	2025-11-03
2025-06-30	$329,468	4,260	-8.0%	Shares	Sole	2025-08-08
2025-03-31	$354,365	4,628	-25.5%	Shares	Sole	2025-05-07
2024-12-31	$464,073	6,210	-10.8%	Shares	Sole	2025-01-22
2024-09-30	$545,611	6,962	-11.3%	Shares	Sole	2024-10-21
2024-06-30	$587,586	7,846	-20.1%	Shares	Sole	2024-08-02
2024-03-31	$740,729	9,824	+0.9%	Shares	Sole	2024-05-13
2023-12-31	$743,864	9,739	+229.7%	Shares	Sole	2024-02-08
2023-09-30	$213,603	2,954	-64.2%	Shares	Sole	2023-10-05
2023-06-30	$620,873	8,253	+146.7%	Shares	Sole	2023-07-19
2023-03-31	$256,695	3,345	-18.9%	Shares	Sole	2023-04-25
2022-12-31	$306,495	4,124	+23.8%	Shares	Sole	2023-01-11
2022-09-30	$244,688	3,330	+4.2%	Shares	Sole	2022-10-19
2022-06-30	$248,169	3,196	-67.2%	Shares	Sole	2022-07-08
2022-03-31	$798,688	9,752	-46.8%	Shares	Sole	2022-04-19
2021-09-30	$1,641,045	18,348	-96.1%	Shares	Sole	2021-10-13
2020-06-30	$43,831,823	470,349	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.