VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 716,748 Value ($000) $44,775 Avg Close — Range —
Q3 2025
Shares 692,581 Value ($000) $41,499 Avg Close — Range —
Q2 2025
Shares 650,132 Value ($000) $37,064 Avg Close — Range —
Q1 2025
Shares 564,968 Value ($000) $28,717 Avg Close — Range —
Q4 2024
Shares 512,606 Value ($000) $24,513 Avg Close — Range —
Q3 2024
Shares 486,177 Value ($000) $25,675 Avg Close — Range —
Q2 2024
Shares 423,051 Value ($000) $20,907 Avg Close — Range —
Q1 2024
Shares 244,953 Value ($000) $12,289 Avg Close — Range —
Q4 2023
Shares 258,772 Value ($000) $12,395 Avg Close — Range —
Q3 2023
Shares 244,015 Value ($000) $10,668 Avg Close — Range —
Q2 2023
Shares 232,333 Value ($000) $10,729 Avg Close — Range —
Q1 2023
Shares 253,289 Value ($000) $11,441 Avg Close — Range —
Q4 2022
Shares 253,844 Value ($000) $10,654 Avg Close — Range —
Q3 2022
Shares 285,573 Value ($000) $10,383,419 Avg Close — Range —
Q2 2022
Shares 308,819 Value ($000) $12,599,803 Avg Close — Range —
Q1 2022
Shares 309,856 Value ($000) $14,882,363 Avg Close — Range —
Q4 2021
Shares 390,915 Value ($000) $19,960,131 Avg Close — Range —
Q3 2021
Shares 364,770 Value ($000) $18,417,254 Avg Close — Range —
Q2 2021
Shares 290,288 Value ($000) $14,955,622 Avg Close — Range —
Q1 2021
Shares 14,751 Value ($000) $724,422 Avg Close — Range —
Q4 2020
Shares 14,714 Value ($000) $694,648 Avg Close — Range —
Q3 2020
Shares 32,708 Value ($000) $1,337,757 Avg Close — Range —
Q2 2020
Shares 45,150 Value ($000) $1,751,369 Avg Close — Range —
Q1 2020
Shares 91,539 Value ($000) $3,051,910 Avg Close — Range —
Q4 2019
Shares 88,520 Value ($000) $3,900,191 Avg Close — Range —
Q3 2019
Shares 94,626 Value ($000) $4,141,276 Avg Close — Range —
Q2 2019
Shares 77,182 Value ($000) $3,219,261 Avg Close — Range —
Q1 2019
Shares 75,392 Value ($000) $3,094,465 Avg Close — Range —
Q4 2018
Shares 71,884 Value ($000) $2,666,896 Avg Close — Range —