VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 77,241 Value ($000) $4,825 Avg Close — Range —
Q3 2025
Shares 78,485 Value ($000) $4,703 Avg Close — Range —
Q2 2025
Shares 78,601 Value ($000) $4,481 Avg Close — Range —
Q1 2025
Shares 82,113 Value ($000) $4,174 Avg Close — Range —
Q4 2024
Shares 83,198 Value ($000) $3,979 Avg Close — Range —
Q3 2024
Shares 83,319 Value ($000) $4,400 Avg Close — Range —
Q2 2024
Shares 91,375 Value ($000) $4,516 Avg Close — Range —
Q1 2024
Shares 90,352 Value ($000) $4,533 Avg Close — Range —
Q4 2023
Shares 90,982 Value ($000) $4,358 Avg Close — Range —
Q3 2023
Shares 92,463 Value ($000) $4,042 Avg Close — Range —
Q2 2023
Shares 95,145 Value ($000) $4,394 Avg Close — Range —
Q1 2023
Shares 102,765 Value ($000) $4,642 Avg Close — Range —
Q4 2022
Shares 102,860 Value ($000) $4,317 Avg Close — Range —
Q3 2022
Shares 50,233 Value ($000) $1,826 Avg Close — Range —
Q2 2022
Shares 122,345 Value ($000) $4,992 Avg Close — Range —
Q1 2022
Shares 27,702 Value ($000) $1,331 Avg Close — Range —
Q4 2021
Shares 17,899 Value ($000) $914 Avg Close — Range —
Q3 2021
Shares 12,368 Value ($000) $624 Avg Close — Range —
Q2 2021
Shares 12,368 Value ($000) $637 Avg Close — Range —
Q4 2020
Shares 8,001 Value ($000) $378 Avg Close — Range —
Q3 2020
Shares 8,001 Value ($000) $327 Avg Close — Range —
Q2 2020
Shares 8,161 Value ($000) $317 Avg Close — Range —