McAdam LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$622K	Buy	8,061 +369	+5%	+$28.7K	0.03%	212
2025 Q4	$599K	Buy	7,692 +728	+10%	+$56.9K	0.03%	203
2025 Q3	$544K	Buy	6,964 +328	+5%	+$25.4K	0.03%	204
2025 Q2	$513K	Sell	6,636 -587	-8%	-$44.7K	0.03%	210
2025 Q1	$553K	Buy	7,223 +1,629	+29%	+$123K	0.03%	178
2024 Q4	$418K	Sell	5,594 -317	-5%	-$24.1K	0.02%	220
2024 Q3	$463K	Buy	5,911 +628	+12%	+$48.4K	0.03%	206
2024 Q2	$396K	Buy	5,283 +1,110	+27%	+$82.5K	0.02%	198
2024 Q1	$315K	Buy	+4,173	New	+$315K	0.02%	219
2018 Q4	–	Sell	-147	Closed	-$12K	–	114
2018 Q3	$12K	Hold	147	–	–	﹤0.01%	314
2018 Q2	$12K	Sell	147 -112	-43%	-$9.05K	﹤0.01%	303
2018 Q1	$21K	Buy	+259	New	+$21.2K	0.01%	232