Rosenberg Matthew Hamilton

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1812103 GRAND JUNCTION, CO

Position in BIV

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$28,599,512

-$400,429 QoQ

Shares Held

370,556

-0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

19.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,599,512	370,556	-0.5%	Shares	Sole	2026-04-07
2025-12-31	$28,999,941	372,367	-0.5%	Shares	Sole	2026-01-05
2025-09-30	$29,212,063	374,082	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$29,008,532	375,078	-6.8%	Shares	Sole	2025-07-28
2025-03-31	$30,820,420	402,513	+6.2%	Shares	Sole	2025-04-28
2024-12-31	$28,320,203	378,967	+3.6%	Shares	Sole	2025-01-14
2024-09-30	$28,654,266	365,628	+6.6%	Shares	Sole	2024-10-28
2024-06-30	$25,685,697	342,979	+20.6%	Shares	Sole	2024-07-26
2024-03-31	$21,447,680	284,452	+4.9%	Shares	Sole	2024-04-22
2023-12-31	$20,713,950	271,196	+3.5%	Shares	Sole	2024-01-16
2023-09-30	$18,955,632	262,144	+281775.3%	Shares	Sole	2023-10-11
2023-06-30	$6,996	93	-86.8%	Shares	Sole	2023-07-26
2023-03-31	$54,178	706	0.0%	Shares	Sole	2023-04-17
2022-12-31	$52,469	706	0.0%	Shares	Sole	2023-01-19
2022-09-30	$51,876	706	0.0%	Shares	Sole	2022-10-21
2022-06-30	$54,820	706	-38.0%	Shares	Sole	2022-07-15
2022-03-31	$93,202	1,138	-7.6%	Shares	Sole	2022-04-14
2021-12-31	$107,947	1,232	0.0%	Shares	Sole	2022-01-20
2021-09-30	$110,190	1,232	+944.1%	Shares	Sole	2021-10-12
2021-06-30	$10,615	118	0.0%	Shares	Sole	2021-07-26
2021-03-31	$10,470	118	0.0%	Shares	Sole	2021-04-30
2020-12-31	$10,956	118	0.0%	Shares	Sole	2021-02-03
2020-09-30	$11,030	118	0.0%	Shares	Sole	2020-10-16
2020-06-30	$10,996	118	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.