VANGUARD WORLD FD

Ticker: MGC CUSIP: 921910873 Class: MEGA CAP INDEX

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 214,254 Value ($000) $53,814 Avg Close — Range —
Q3 2025
Shares 216,103 Value ($000) $52,749 Avg Close — Range —
Q2 2025
Shares 214,932 Value ($000) $48,342 Avg Close — Range —
Q1 2025
Shares 214,599 Value ($000) $43,216 Avg Close — Range —
Q4 2024
Shares 223,935 Value ($000) $47,622 Avg Close — Range —
Q3 2024
Shares 185,372 Value ($000) $38,305 Avg Close — Range —
Q2 2024
Shares 185,290 Value ($000) $36,556 Avg Close — Range —
Q1 2024
Shares 184,402 Value ($000) $34,459 Avg Close — Range —
Q4 2023
Shares 180,217 Value ($000) $30,507 Avg Close — Range —
Q3 2023
Shares 183,383 Value ($000) $27,850 Avg Close — Range —
Q2 2023
Shares 181,306 Value ($000) $28,367 Avg Close — Range —
Q1 2023
Shares 183,703 Value ($000) $26,295 Avg Close — Range —
Q4 2022
Shares 180,723 Value ($000) $23,928 Avg Close — Range —
Q3 2022
Shares 184,339 Value ($000) $23,009 Avg Close — Range —
Q2 2022
Shares 197,074 Value ($000) $25,976 Avg Close — Range —
Q1 2022
Shares 190,534 Value ($000) $30,303 Avg Close — Range —
Q4 2021
Shares 203,697 Value ($000) $34,237 Avg Close — Range —
Q3 2021
Shares 193,638 Value ($000) $29,509 Avg Close — Range —
Q2 2021
Shares 183,574 Value ($000) $27,966 Avg Close — Range —
Q1 2021
Shares 184,109 Value ($000) $25,818 Avg Close — Range —
Q4 2020
Shares 166,795 Value ($000) $22,259 Avg Close — Range —
Q3 2020
Shares 165,530 Value ($000) $19,847 Avg Close — Range —
Q2 2020
Shares 46,109 Value ($000) $5,047 Avg Close — Range —
Q1 2020
Shares 28,094 Value ($000) $2,555 Avg Close — Range —