VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2023
Shares 18,759 Value ($000) $1,445 Avg Close — Range —
Q3 2023
Shares 11,025 Value ($000) $829 Avg Close — Range —
Q2 2023
Shares 11,078 Value ($000) $837 Avg Close — Range —
Q1 2023
Shares 12,188 Value ($000) $932 Avg Close — Range —
Q4 2022
Shares 12,810 Value ($000) $964 Avg Close — Range —
Q3 2022
Shares 48,750 Value ($000) $3,647 Avg Close — Range —
Q2 2022
Shares 7,628 Value ($000) $586 Avg Close — Range —