Everhart Financial Group, Inc.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1852858 Dublin, OH

Position in BIV

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

Position Value

$28,424,390

-$1,297,966 QoQ

Shares Held

368,287

-3.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.83%

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	$28,424,390	368,287	-3.5%	Shares	Sole	2026-04-09
2025-12-31	$29,722,356	381,643	-6.4%	Shares	Sole	2026-01-07
2025-09-30	$31,838,073	407,710	-2.6%	Shares	Sole	2025-11-04
2025-06-30	$32,390,610	418,808	-13.0%	Shares	Sole	2025-08-07
2025-03-31	$36,874,350	481,577	+1869.1%	Shares	Sole	2025-04-16
2024-12-31	$1,827,671	24,457	+37.4%	Shares	Sole	2025-01-30
2024-09-30	$1,394,594	17,795	+53.8%	Shares	Sole	2024-11-04
2024-06-30	$866,402	11,569	+4.0%	Shares	Sole	2024-07-24
2024-03-31	$838,975	11,127	+36.3%	Shares	Sole	2024-05-13
2023-12-31	$623,566	8,164	-40.0%	Shares	Sole	2024-01-12
2023-09-30	$983,994	13,608	-1.3%	Shares	Sole	2023-10-25
2023-06-30	$1,037,120	13,786	+2.9%	Shares	Sole	2023-07-13
2023-03-31	$1,028,162	13,398	+115.8%	Shares	Sole	2023-04-25
2022-12-31	$461,452	6,209	+18.4%	Shares	Sole	2023-02-09
2022-09-30	$385,255	5,243	+7.7%	Shares	Sole	2022-10-12
2022-06-30	$377,922	4,867	-4.3%	Shares	Sole	2022-07-12
2022-03-31	$416,543	5,086	+4.5%	Shares	Sole	2022-04-18
2021-12-31	$426,271	4,865	-71.6%	Shares	Sole	2022-01-21
2021-09-30	$1,532,017	17,129	-1.1%	Shares	Sole	2021-10-13
2021-06-30	$1,558,826	17,328	-21.0%	Shares	Sole	2021-07-16
2021-03-31	$1,946,736	21,940	-32.8%	Shares	Sole	2021-04-13
2020-12-31	$3,030,624	32,640	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.