Symphony Financial, Ltd. Co.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1800687 HOUSTON, TX

Position in BIV

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$218,728

-$3,463 QoQ

Shares Held

2,834

-0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$218,728	2,834	-0.7%	Shares	Sole	2026-05-01
2025-12-31	$222,191	2,853	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$221,853	2,841	0.0%	Shares	Sole	2025-10-31
2025-06-30	$219,722	2,841	+0.4%	Shares	Sole	2025-08-15
2024-12-31	$211,560	2,831	0.0%	Shares	Sole	2025-01-24
2024-09-30	$221,865	2,831	0.0%	Shares	Sole	2024-10-21
2024-06-30	$212,013	2,831	0.0%	Shares	Sole	2024-07-18
2024-03-31	$213,457	2,831	0.0%	Shares	Sole	2024-04-17
2023-12-31	$216,231	2,831	-18.1%	Shares	Sole	2024-01-18
2023-09-30	$249,903	3,456	0.0%	Shares	Sole	2023-11-07
2023-06-30	$259,994	3,456	+3.0%	Shares	Sole	2023-07-12
2023-03-31	$257,539	3,356	-1.1%	Shares	Sole	2023-05-03
2022-12-31	$252,093	3,392	-3.7%	Shares	Sole	2023-01-26
2022-09-30	$258,943	3,524	-0.8%	Shares	Sole	2022-10-28
2022-06-30	$275,890	3,553	+1.3%	Shares	Sole	2022-07-18
2022-03-31	$287,387	3,509	-3.9%	Shares	Sole	2022-05-13
2021-12-31	$319,900	3,651	+0.9%	Shares	Sole	2022-01-19
2021-09-30	$323,772	3,620	-6.3%	Shares	Sole	2021-10-12
2021-06-30	$347,425	3,862	+11.2%	Shares	Sole	2021-07-13
2021-03-31	$308,248	3,474	+3.1%	Shares	Sole	2021-04-15
2020-12-31	$312,811	3,369	+13.6%	Shares	Sole	2021-01-13
2020-09-30	$277,168	2,965	+0.2%	Shares	Sole	2020-10-09
2020-06-30	$275,749	2,959	+20.6%	Shares	Sole	2020-07-08
2020-03-31	$219,126	2,453	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.