VANGUARD BD INDEX FDS

Ticker: BND CUSIP: 921937835 Class: TOTAL BND MRKT

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

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

Q4 2025
Shares 9,243 Value ($000) $685 Avg Close — Range —
Q2 2025
Shares 5,315 Value ($000) $391 Avg Close — Range —