VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 3,053 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 2,678 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 4,180 Value ($000) $312 Avg Close — Range —
Q3 2024
Shares 6,763 Value ($000) $530 Avg Close — Range —
Q2 2024
Shares 10,419 Value ($000) $780 Avg Close — Range —
Q1 2024
Shares 11,327 Value ($000) $854 Avg Close — Range —
Q4 2023
Shares 11,732 Value ($000) $896 Avg Close — Range —
Q3 2023
Shares 232,889 Value ($000) $16,840 Avg Close — Range —
Q2 2023
Shares 261,863 Value ($000) $19,700 Avg Close — Range —
Q1 2023
Shares 264,253 Value ($000) $20,279 Avg Close — Range —
Q4 2022
Shares 275,346 Value ($000) $20,464 Avg Close — Range —
Q3 2022
Shares 273,892 Value ($000) $20,126 Avg Close — Range —
Q2 2022
Shares 283,747 Value ($000) $22,033 Avg Close — Range —
Q1 2022
Shares 277,530 Value ($000) $22,730 Avg Close — Range —
Q4 2021
Shares 270,208 Value ($000) $23,676 Avg Close — Range —
Q3 2021
Shares 253,705 Value ($000) $22,691 Avg Close — Range —
Q2 2021
Shares 240,315 Value ($000) $21,619 Avg Close — Range —
Q1 2021
Shares 238,167 Value ($000) $21,133 Avg Close — Range —
Q4 2020
Shares 226,097 Value ($000) $20,993 Avg Close — Range —
Q3 2020
Shares 216,925 Value ($000) $20,278 Avg Close — Range —
Q2 2020
Shares 207,260 Value ($000) $19,315 Avg Close — Range —
Q1 2020
Shares 206,872 Value ($000) $18,480 Avg Close — Range —
Q4 2019
Shares 198,362 Value ($000) $17,301 Avg Close — Range —