VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q3 2025
Shares 2,722 Value ($000) $215 Avg Close — Range —
Q2 2025
Shares 3,062 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 7,739 Value ($000) $606 Avg Close — Range —
Q4 2024
Shares 22,839 Value ($000) $1,765 Avg Close — Range —
Q3 2024
Shares 21,981 Value ($000) $1,730 Avg Close — Range —
Q2 2024
Shares 20,771 Value ($000) $1,593 Avg Close — Range —
Q1 2024
Shares 19,469 Value ($000) $1,493 Avg Close — Range —
Q4 2023
Shares 16,054 Value ($000) $1,236 Avg Close — Range —
Q3 2023
Shares 14,181 Value ($000) $1,066 Avg Close — Range —
Q2 2023
Shares 11,369 Value ($000) $859 Avg Close — Range —
Q1 2023
Shares 10,547 Value ($000) $807 Avg Close — Range —
Q4 2022
Shares 8,888 Value ($000) $669 Avg Close — Range —
Q3 2022
Shares 8,588 Value ($000) $643 Avg Close — Range —
Q2 2022
Shares 7,693 Value ($000) $591 Avg Close — Range —
Q1 2022
Shares 8,891 Value ($000) $693 Avg Close — Range —
Q4 2021
Shares 10,173 Value ($000) $822 Avg Close — Range —
Q3 2021
Shares 9,330 Value ($000) $765 Avg Close — Range —
Q2 2021
Shares 8,762 Value ($000) $720 Avg Close — Range —