VANGUARD WORLD FD

Ticker: VSGX CUSIP: 921910725 Class: ESG INTL STK ETF

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

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

Q4 2025
Shares 22,035 Value ($000) $1,578 Avg Close — Range —
Q3 2025
Shares 22,385 Value ($000) $1,553 Avg Close — Range —
Q2 2025
Shares 23,085 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 23,085 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 23,085 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 23,085 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 23,085 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 22,985 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 152,158 Value ($000) $0 Avg Close — Range —