VANGUARD BD INDEX FDS

Ticker: BSV CUSIP: 921937827 Class: SHORT TRM BOND

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 22,259 Value ($000) $1,754 Avg Close — Range —
Q2 2025
Shares 36,552 Value ($000) $2,877 Avg Close — Range —