VANGUARD WORLD FD

Ticker: ESGV CUSIP: 921910733 Class: ESG US STK ETF

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

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

Q4 2025
Shares 19,815 Value ($000) $2,397 Avg Close — Range —
Q3 2025
Shares 19,815 Value ($000) $2,347 Avg Close — Range —
Q2 2025
Shares 20,847 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 20,257 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 20,257 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 24,068 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 24,068 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 24,011 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 375,187 Value ($000) $0 Avg Close — Range —