VANECK ETF TRUST

Ticker: MOAT CUSIP: 92189F643 Class: Exchange Traded Fund

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,368 Value ($000) $1,488 Avg Close — Range —
Q3 2025
Shares 15,221 Value ($000) $1,509 Avg Close — Range —
Q2 2025
Shares 15,241 Value ($000) $1,429 Avg Close — Range —
Q1 2025
Shares 18,048 Value ($000) $1,588 Avg Close — Range —
Q4 2024
Shares 18,036 Value ($000) $1,672 Avg Close — Range —
Q3 2024
Shares 19,214 Value ($000) $1,863 Avg Close — Range —
Q2 2024
Shares 19,344 Value ($000) $1,675 Avg Close — Range —
Q1 2024
Shares 14,576 Value ($000) $1,310 Avg Close — Range —
Q4 2023
Shares 12,303 Value ($000) $1,044 Avg Close — Range —