MRWM

ML&R Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,043	Closed	-$538K	–	72
2023 Q4	$538K	Buy	+7,043	New	+$538K	0.12%	41
2022 Q1	–	Sell	-2,285	Closed	-$200K	–	54
2021 Q4	$200K	Buy	+2,285	New	+$200K	0.07%	49