Global Financial Private Client, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2023568 Sarasota, FL

Position in BIV

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$636,657

-$5,853 QoQ

Shares Held

8,249

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$636,657	8,249	-0.0%	Shares	Sole	2026-04-20
2025-12-31	$642,510	8,250	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$644,632	8,255	+1.2%	Shares	Sole	2025-10-21
2025-06-30	$630,862	8,157	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$625,883	8,174	+0.4%	Shares	Sole	2025-04-08
2024-12-31	$608,526	8,143	+31.8%	Shares	Sole	2025-01-14
2024-09-30	$484,013	6,176	0.0%	Shares	Sole	2024-10-07
2024-06-30	$462,520	6,176	-0.8%	Shares	Sole	2024-07-29
2024-03-31	$469,515	6,227	-6.7%	Shares	Sole	2024-05-16
2023-12-31	$509,530	6,671	+14.1%	Shares	Sole	2024-05-16
2023-09-30	$422,796	5,847	-8.7%	Shares	Sole	2024-05-16
2023-06-30	$481,772	6,404	-0.6%	Shares	Sole	2024-05-16
2023-03-31	$494,512	6,444	-20.9%	Shares	Sole	2024-05-16
2022-12-31	$605,113	8,142	-42.1%	Shares	Sole	2024-05-16
2022-09-30	$1,033,716	14,068	-21.6%	Shares	Sole	2024-05-16
2022-06-30	$1,392,808	17,937	-36.5%	Shares	Sole	2024-05-16
2022-03-31	$2,314,575	28,261	-12.2%	Shares	Sole	2024-05-16
2021-12-31	$2,821,101	32,197	+2.0%	Shares	Sole	2024-05-16
2021-09-30	$2,822,010	31,552	+5.5%	Shares	Sole	2024-05-16
2021-06-30	$2,691,693	29,921	-0.0%	Shares	Sole	2024-05-16
2021-03-31	$2,655,955	29,933	+6.4%	Shares	Sole	2024-05-16
2020-12-31	$2,611,591	28,127	+0.2%	Shares	Sole	2024-05-16
2020-09-30	$2,622,861	28,058	+3.5%	Shares	Sole	2024-05-16
2020-06-30	$2,525,542	27,101	+672.5%	Shares	Sole	2024-05-16
2020-03-31	$313,369	3,508	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.