Southland Equity Partners LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2006517 WILDWOOD, MO

Position in BIV

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$539,488

-$2,323 QoQ

Shares Held

6,990

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$539,488	6,990	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$541,811	6,957	+1.7%	Shares	Sole	2026-01-14
2025-09-30	$534,369	6,843	-3.4%	Shares	Sole	2025-10-15
2025-06-30	$548,108	7,087	+2.2%	Shares	Sole	2025-07-14
2025-03-31	$530,859	6,933	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$517,804	6,929	+1.1%	Shares	Sole	2025-01-21
2024-09-30	$537,069	6,853	-1.6%	Shares	Sole	2024-10-15
2024-06-30	$521,683	6,966	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$523,954	6,949	-1.3%	Shares	Sole	2024-04-12
2023-12-31	$537,486	7,037	-1.7%	Shares	Sole	2024-01-09
2023-09-30	$517,594	7,158	-11.9%	Shares	Sole	2024-01-02
2023-06-30	$611,243	8,125	+0.0%	Shares	Sole	2024-01-02
2023-03-31	$623,282	8,122	-0.7%	Shares	Sole	2024-01-02
2022-12-31	$607,863	8,179	-21.0%	Shares	Sole	2024-01-02
2022-09-30	$760,371	10,348	-28.7%	Shares	Sole	2024-01-02
2022-06-30	$1,127,400	14,519	-0.4%	Shares	Sole	2024-01-02
2022-03-31	$1,194,020	14,579	+10.0%	Shares	Sole	2024-01-02
2021-12-31	$1,161,403	13,255	-6.5%	Shares	Sole	2024-01-02
2021-09-30	$1,267,543	14,172	-9.7%	Shares	Sole	2024-01-02
2021-06-30	$1,411,742	15,693	+13.4%	Shares	Sole	2024-01-02
2021-03-31	$1,227,668	13,836	+30.0%	Shares	Sole	2024-01-02
2020-12-31	$988,481	10,646	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.