VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

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

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

Q4 2025
Shares 6,768 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 7,642 Value ($000) $603 Avg Close — Range —
Q2 2025
Shares 7,596 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 8,255 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 9,405 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 13,876 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 14,603 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 16,687 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 1,673,147 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 5,117 Value ($000) $419 Avg Close — Range —
Q4 2020
Shares 118,477 Value ($000) $9,822 Avg Close — Range —
Q3 2020
Shares 92,590 Value ($000) $7,690 Avg Close — Range —
Q2 2020
Shares 91,254 Value ($000) $7,585 Avg Close — Range —
Q1 2020
Shares 90,565 Value ($000) $7,443 Avg Close — Range —
Q4 2019
Shares 83,148 Value ($000) $6,703 Avg Close — Range —