ECLECTIC ASSOCIATES INC /ADV

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 743482 FULLERTON, CA

Position in BIV

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,129,417

+$60,089 QoQ

Shares Held

40,547

+2.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.35%

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	$3,129,417	40,547	+2.9%	Shares	Sole	2026-04-08
2025-12-31	$3,069,328	39,411	+1.1%	Shares	Sole	2026-02-03
2025-09-30	$3,045,510	39,000	+2.5%	Shares	Sole	2025-10-09
2025-06-30	$2,941,317	38,031	-2.6%	Shares	Sole	2025-07-17
2025-03-31	$2,990,824	39,060	+0.9%	Shares	Sole	2025-04-10
2024-12-31	$2,891,527	38,693	+1.2%	Shares	Sole	2025-01-21
2024-09-30	$2,997,730	38,251	-1.5%	Shares	Sole	2024-10-04
2024-06-30	$2,907,379	38,822	+1.1%	Shares	Sole	2024-07-12
2024-03-31	$2,895,360	38,400	+7.4%	Shares	Sole	2024-04-23
2023-12-31	$2,730,050	35,743	+3.0%	Shares	Sole	2024-01-16
2023-09-30	$2,508,795	34,695	-10.6%	Shares	Sole	2023-10-25
2023-06-30	$2,920,579	38,822	+3.4%	Shares	Sole	2023-07-17
2023-03-31	$2,882,584	37,563	-57.8%	Shares	Sole	2023-04-07
2022-12-31	$6,621,466	89,094	+233.6%	Shares	Sole	2023-01-20
2022-09-30	$1,962,430	26,707	+21.3%	Shares	Sole	2022-10-12
2022-06-30	$1,709,076	22,010	+16.0%	Shares	Sole	2022-07-11
2022-03-31	$1,553,888	18,973	+30.4%	Shares	Sole	2022-04-20
2021-12-31	$1,274,783	14,549	+11.3%	Shares	Sole	2022-01-18
2021-09-30	$1,169,159	13,072	+7.4%	Shares	Sole	2021-10-08
2021-06-30	$1,094,993	12,172	+18.0%	Shares	Sole	2021-07-15
2021-03-31	$915,161	10,314	+5.4%	Shares	Sole	2021-04-14
2020-12-31	$908,351	9,783	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.