BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2010186 CINCINNATI, OH

Position in BIV

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$18,945,065

+$5,707,958 QoQ

Shares Held

245,466

+44.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 91% Shared 0% None 9%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,945,065	245,466	+44.4%	Shares	Sole	2026-05-06
2025-12-31	$13,237,107	169,968	+18.9%	Shares	Sole	2026-01-22
2025-09-30	$11,161,716	142,934	+8889.6%	Shares	Sole	2025-10-09
2025-06-30	$122,970	1,590	0.0%	Shares	Sole	2025-07-18
2025-03-31	$121,746	1,590	-3.0%	Shares	Sole	2025-04-24
2024-12-31	$122,557	1,640	-1.5%	Shares	Sole	2025-01-17
2024-09-30	$130,486	1,665	+4.1%	Shares	Sole	2024-10-17
2024-06-30	$119,824	1,600	0.0%	Shares	Sole	2024-07-12
2024-03-31	$120,640	1,600	+0.9%	Shares	Sole	2024-05-09
2023-12-31	$121,062	1,585	+3.9%	Shares	Sole	2024-02-14
2023-09-30	$110,272	1,525	0.0%	Shares	Sole	2024-02-14
2023-06-30	$114,725	1,525	+190.5%	Shares	Sole	2024-02-14
2023-03-31	$40,288	525	0.0%	Shares	Sole	2024-02-14
2022-12-31	$39,018	525	0.0%	Shares	Sole	2024-02-14
2022-09-30	$38,577	525	0.0%	Shares	Sole	2024-02-14
2022-06-30	$40,766	525	0.0%	Shares	Sole	2024-02-14
2022-03-31	$42,997	525	-67.1%	Shares	Sole	2024-02-14
2021-09-30	$142,656	1,595	+0.4%	Shares	Sole	2024-02-14
2021-06-30	$142,946	1,589	+4.2%	Shares	Sole	2024-02-14
2021-03-31	$135,313	1,525	0.0%	Shares	Sole	2024-02-14
2020-12-31	$141,596	1,525	0.0%	Shares	Sole	2024-02-13
2020-09-30	$142,557	1,525	+95.5%	Shares	Sole	2024-02-13
2020-06-30	$72,688	780	-20.4%	Shares	Sole	2024-02-13
2020-03-31	$87,543	980	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.