VANGUARD WORLD FD

Ticker: VCEB CUSIP: 921910691 Class: ESG US CORP BD

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 5,602 Value ($000) $356 Avg Close Range
Q3 2025
Shares 5,602 Value ($000) $360 Avg Close Range
Q2 2025
Shares 5,602 Value ($000) $0 Avg Close Range
Q1 2025
Shares 5,602 Value ($000) $0 Avg Close Range
Q4 2024
Shares 5,602 Value ($000) $0 Avg Close Range
Q1 2023
Shares 206,910 Value ($000) $0 Avg Close Range