Safir Wealth Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1830103 GREENLAND, NH

Position in BIV

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$10,458,044

-$126,393 QoQ

Shares Held

135,502

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

35.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,458,044	135,502	-0.3%	Shares	Sole	2026-04-09
2025-12-31	$10,584,437	135,907	+3.1%	Shares	Sole	2026-01-06
2025-09-30	$10,292,418	131,802	-0.5%	Shares	Sole	2025-10-28
2025-06-30	$10,240,666	132,411	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$10,032,277	131,021	+48.0%	Shares	Sole	2025-04-11
2024-12-31	$6,616,145	88,534	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$6,839,506	87,272	+2.4%	Shares	Sole	2024-10-08
2024-06-30	$6,381,526	85,212	-0.2%	Shares	Sole	2024-07-15
2024-03-31	$6,440,592	85,419	+6.7%	Shares	Sole	2024-04-15
2023-12-31	$6,112,767	80,031	-0.1%	Shares	Sole	2024-01-18
2023-09-30	$5,790,078	80,073	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$6,035,853	80,232	+3.3%	Shares	Sole	2023-07-17
2023-03-31	$5,958,170	77,641	+2.2%	Shares	Sole	2023-04-14
2022-12-31	$5,643,563	75,936	-0.3%	Shares	Sole	2023-01-25
2022-09-30	$5,596,677	76,166	-3.0%	Shares	Sole	2022-10-20
2022-06-30	$6,096,767	78,516	-1.5%	Shares	Sole	2022-07-25
2022-03-31	$6,525,873	79,681	-2.8%	Shares	Sole	2022-04-27
2021-12-31	$7,184,927	82,001	+1.5%	Shares	Sole	2022-01-26
2021-09-30	$7,226,394	80,796	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$7,425,388	82,541	+7.5%	Shares	Sole	2021-08-16
2021-03-31	$6,809,938	76,749	+3.0%	Shares	Sole	2021-04-15
2020-12-31	$6,921,131	74,541	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.