Mosaic Family Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,130	Closed	-$311K	–	194
2024 Q1	$311K	Hold	4,130	–	–	0.05%	154
2023 Q4	$315K	Buy	+4,130	New	+$315K	0.05%	141