Holistic Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Holistic Planning’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$750K	Buy
2025 Q1	$666K	Sell
2024 Q4	$709K	Buy
2024 Q3	$713K	Buy