LIBERTY WEALTH MANAGEMENT LLC

Position in BNDX — Vanguard Total International Bond ETF

CIK 1769302 OAKLAND, CA

Position in BNDX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$582,894

+$70,992 QoQ

Shares Held

12,131

+14.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$582,894	12,131	+14.5%	Shares	Sole	2026-05-12
2025-12-31	$511,902	10,594	-3.9%	Shares	Sole	2026-02-04
2025-09-30	$545,247	11,024	+0.8%	Shares	Sole	2025-10-31
2025-06-30	$541,342	10,934	-0.3%	Shares	Sole	2025-08-01
2025-03-31	$535,262	10,964	+4.5%	Shares	Sole	2025-05-12
2024-12-31	$514,632	10,492	+6.9%	Shares	Sole	2025-02-10
2024-09-30	$493,699	9,819	+20.2%	Shares	Sole	2024-11-04
2024-06-30	$397,682	8,171	+6.2%	Shares	Sole	2024-08-07
2024-03-31	$378,320	7,691	+234.4%	Shares	Sole	2024-05-03
2023-12-31	$324	2,300	-63.9%	Shares	Sole	2024-02-09
2023-09-30	$304,677	6,370	-5.8%	Shares	Sole	2023-11-13
2023-06-30	$330,428	6,760	-11.0%	Shares	Sole	2023-08-10
2023-03-31	$371,596	7,596	-43.8%	Shares	Sole	2023-05-03
2022-09-30	$645,214	13,518	+13.9%	Shares	Sole	2022-11-15
2022-06-30	$587,840	11,866	-14.3%	Shares	Sole	2022-08-15
2022-03-31	$726,450	13,853	+13.3%	Shares	Sole	2022-05-09
2021-12-31	$709,025	12,854	—	Principal	Sole	2022-02-15
2021-09-30	$696,620	12,230	+86.6%	Shares	Sole	2021-11-15
2021-06-30	$374,176	6,553	+3.9%	Shares	Sole	2021-08-13
2021-03-31	$360,312	6,308	0.0%	Shares	Sole	2021-05-17
2020-12-31	$369,333	6,308	+8.7%	Shares	Sole	2021-02-09
2020-09-30	$337,734	5,804	+4.0%	Shares	Sole	2020-11-05
2020-06-30	$322,248	5,582	-5.7%	Shares	Sole	2020-08-04
2020-03-31	$333,171	5,922	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.