VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

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

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

Q4 2025
Shares 3,667 Value ($000) $286 Avg Close — Range —
Q3 2025
Shares 4,044 Value ($000) $316 Avg Close — Range —
Q2 2025
Shares 3,881 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 4,204 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,782 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,824 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 6,152 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 7,489 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 793,280 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 61,427 Value ($000) $5,703 Avg Close — Range —
Q3 2020
Shares 44,742 Value ($000) $4,182 Avg Close — Range —
Q2 2020
Shares 44,454 Value ($000) $4,143 Avg Close — Range —
Q1 2020
Shares 44,358 Value ($000) $3,963 Avg Close — Range —
Q4 2019
Shares 40,797 Value ($000) $3,558 Avg Close — Range —