VANGUARD BD INDEX FDS

Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 3,211 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 2,844 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 2,854 Value ($000) $221 Avg Close — Range —
Q1 2025
Shares 2,805 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 2,683 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 2,683 Value ($000) $210 Avg Close — Range —