Platform Technology Partners’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	$637K	Sell	8,252 -1,593	-16%	-$124K	0.12%	144
2025 Q4	$767K	Sell	9,845 -923	-9%	-$72.2K	0.16%	121
2025 Q3	$841K	Sell	10,768 -1,056	-9%	-$81.8K	0.2%	111
2025 Q2	$914K	Sell	11,824 -1,031	-8%	-$78.5K	0.24%	102
2025 Q1	$984K	Sell	12,855 -3,344	-21%	-$252K	0.29%	91
2024 Q4	$1.21M	Sell	16,199 -4,308	-21%	-$328K	0.37%	71
2024 Q3	$1.61M	Sell	20,507 -3,694	-15%	-$285K	0.51%	55
2024 Q2	$1.81M	Buy	+24,201	New	+$1.8M	0.62%	45
2023 Q4	$2.19M	Sell	29,135 -8,449	-22%	-$619K	0.85%	28
2023 Q3	$2.72M	Sell	37,584 -411	-1%	-$30.4K	1.27%	15
2023 Q2	$2.83M	Buy	37,995 +2,279	+6%	+$174K	1.33%	12
2023 Q1	$2.74M	Sell	35,716 -8,825	-20%	-$668K	1.35%	10
2022 Q4	$3.31M	Sell	44,541 -2,194	-5%	-$163K	1.71%	9
2022 Q3	$3.43M	Buy	46,735 +4,208	+10%	+$326K	1.96%	5
2022 Q2	$3.3M	Buy	+42,527	New	+$3.33M	1.8%	7