Partners in Financial Planning

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 2054264 SALEM, VA

Position in BIV

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,398,501

-$11,204 QoQ

Shares Held

18,120

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,398,501	18,120	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$1,409,705	18,101	+0.4%	Shares	Sole	2026-02-02
2025-09-30	$1,408,275	18,034	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$1,388,020	17,947	+0.7%	Shares	Sole	2025-08-04
2025-03-31	$1,364,017	17,814	-5.1%	Shares	Sole	2025-04-30
2024-12-31	$1,402,906	18,773	+1.2%	Shares	Sole	2025-02-12
2024-09-30	$1,453,293	18,544	+1.1%	Shares	Sole	2025-02-26
2024-06-30	$1,373,407	18,339	+0.4%	Shares	Sole	2025-02-26
2024-03-31	$1,377,030	18,263	-37.9%	Shares	Sole	2025-02-26
2023-12-31	$2,246,335	29,410	-8.3%	Shares	Sole	2025-02-26
2023-09-30	$2,320,066	32,085	+0.2%	Shares	Sole	2025-03-04
2023-06-30	$2,409,917	32,034	-14.2%	Shares	Sole	2025-02-26
2023-03-31	$2,866,699	37,356	-8.1%	Shares	Sole	2025-02-26
2022-12-31	$3,020,290	40,639	+0.2%	Shares	Sole	2025-05-05
2022-09-30	$2,979,834	40,553	-0.8%	Shares	Sole	2025-05-05
2022-06-30	$3,174,409	40,881	+0.9%	Shares	Sole	2025-05-05
2022-03-31	$3,317,441	40,506	-2.2%	Shares	Sole	2025-05-05
2021-12-31	$3,628,957	41,417	-0.7%	Shares	Sole	2025-05-05
2021-09-30	$3,729,111	41,694	+4.0%	Shares	Sole	2025-05-05
2021-06-30	$3,606,046	40,085	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.