VANGUARD BD INDEX FDS

Ticker: BLV CUSIP: 921937793 Class: LONG TERM BOND

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

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

Q4 2025
Shares 127,842 Value ($000) $8,888 Avg Close — Range —
Q3 2025
Shares 124,101 Value ($000) $8,793 Avg Close — Range —
Q2 2025
Shares 118,158 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 13,335 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 4,221 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,064 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,258 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 7,198 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 816,901 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 5,853 Value ($000) $599 Avg Close — Range —
Q4 2020
Shares 30,824 Value ($000) $3,379 Avg Close — Range —
Q3 2020
Shares 34,233 Value ($000) $3,829 Avg Close — Range —
Q2 2020
Shares 34,433 Value ($000) $3,844 Avg Close — Range —
Q1 2020
Shares 34,534 Value ($000) $3,685 Avg Close — Range —
Q4 2019
Shares 31,915 Value ($000) $3,202 Avg Close — Range —