Joseph P. Lucia & Associates, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1775391 Yorktown Heights, NY

Position in BIV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,038,267

-$61,824 QoQ

Shares Held

39,366

-1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,038,267	39,366	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$3,100,091	39,806	+16.0%	Shares	Sole	2026-01-28
2025-09-30	$2,678,877	34,305	-9.8%	Shares	Sole	2025-10-20
2025-06-30	$2,942,941	38,052	+1.5%	Shares	Sole	2025-08-04
2025-03-31	$2,871,528	37,502	-4.2%	Shares	Sole	2025-05-14
2024-12-31	$2,926,875	39,166	-6.0%	Shares	Sole	2025-01-22
2024-09-30	$3,264,267	41,652	+14.4%	Shares	Sole	2024-10-23
2024-06-30	$2,725,846	36,398	+4.2%	Shares	Sole	2024-07-24
2024-03-31	$2,634,777	34,944	+83.8%	Shares	Sole	2024-05-03
2023-12-31	$1,451,907	19,009	+282.5%	Shares	Sole	2024-01-29
2023-09-30	$359,380	4,970	0.0%	Shares	Sole	2023-10-30
2023-06-30	$373,893	4,970	-11.3%	Shares	Sole	2023-07-21
2023-03-31	$429,897	5,602	-1.6%	Shares	Sole	2023-05-02
2022-12-31	$423,029	5,692	+1.8%	Shares	Sole	2023-02-13
2022-09-30	$410,900	5,592	+81.6%	Shares	Sole	2022-10-28
2022-06-30	$239,162	3,080	-18.1%	Shares	Sole	2022-07-26
2022-03-31	$307,944	3,760	-36.8%	Shares	Sole	2022-04-19
2021-12-31	$521,339	5,950	-21.3%	Shares	Sole	2022-02-04
2021-09-30	$676,613	7,565	-8.6%	Shares	Sole	2021-10-13
2021-06-30	$744,868	8,280	-5.9%	Shares	Sole	2021-07-27
2021-03-31	$780,557	8,797	+59.9%	Shares	Sole	2021-04-23
2020-12-31	$510,860	5,502	+64.5%	Shares	Sole	2021-01-29
2020-09-30	$312,690	3,345	+2.5%	Shares	Sole	2020-10-20
2020-06-30	$304,265	3,265	+200.9%	Shares	Sole	2020-07-10
2020-03-31	$96,923	1,085	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.