VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

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

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

Q4 2025
Shares 379,709 Value ($000) $28,125 Avg Close — Range —
Q3 2025
Shares 364,917 Value ($000) $27,139 Avg Close — Range —
Q2 2025
Shares 349,073 Value ($000) $26 Avg Close — Range —
Q1 2025
Shares 458,999 Value ($000) $34 Avg Close — Range —
Q4 2024
Shares 482,934 Value ($000) $35 Avg Close — Range —
Q3 2024
Shares 481,907 Value ($000) $36 Avg Close — Range —
Q2 2024
Shares 430,382 Value ($000) $31 Avg Close — Range —
Q2 2023
Shares 446,852 Value ($000) $32 Avg Close — Range —
Q1 2023
Shares 31,088,047 Value ($000) $0 Avg Close — Range —