S.A. Mason LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1800911 HOLLAND, MI

Position in BIV

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$358,192

-$9,479 QoQ

Shares Held

4,641

-1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

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	$358,192	4,641	-1.7%	Shares	Sole	2026-04-27
2025-12-31	$367,671	4,721	+36.0%	Shares	Sole	2026-01-29
2025-09-30	$271,050	3,471	0.0%	Shares	Sole	2025-10-14
2025-06-30	$268,447	3,471	0.0%	Shares	Sole	2025-07-14
2025-03-31	$265,774	3,471	0.0%	Shares	Sole	2025-04-23
2024-12-31	$259,387	3,471	0.0%	Shares	Sole	2025-01-24
2024-09-30	$272,022	3,471	0.0%	Shares	Sole	2024-10-25
2024-06-30	$259,943	3,471	0.0%	Shares	Sole	2024-07-10
2024-03-31	$261,713	3,471	0.0%	Shares	Sole	2024-04-15
2023-12-31	$265,114	3,471	0.0%	Shares	Sole	2024-01-17
2023-09-30	$250,988	3,471	-2.8%	Shares	Sole	2023-10-13
2023-06-30	$268,646	3,571	0.0%	Shares	Sole	2023-07-20
2023-03-31	$274,038	3,571	0.0%	Shares	Sole	2023-05-10
2022-12-31	$265,396	3,571	-40.6%	Shares	Sole	2023-01-10
2022-09-30	$442,055	6,016	-2.8%	Shares	Sole	2022-10-20
2022-06-30	$480,731	6,191	-11.6%	Shares	Sole	2022-07-07
2022-03-31	$573,791	7,006	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$616,056	7,031	0.0%	Shares	Sole	2022-01-04
2021-09-30	$628,852	7,031	0.0%	Shares	Sole	2021-10-12
2021-06-30	$632,508	7,031	0.0%	Shares	Sole	2021-07-07
2021-03-31	$623,860	7,031	+0.1%	Shares	Sole	2021-04-20
2020-12-31	$651,899	7,021	+59.7%	Shares	Sole	2021-02-02
2020-09-30	$410,938	4,396	0.0%	Shares	Sole	2020-10-21
2020-06-30	$409,663	4,396	+12.8%	Shares	Sole	2020-07-27
2020-03-31	$348,029	3,896	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.