VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 11,129 Value ($000) $695 Avg Close — Range —
Q3 2025
Shares 11,128 Value ($000) $667 Avg Close — Range —
Q2 2025
Shares 11,127 Value ($000) $634 Avg Close — Range —
Q1 2025
Shares 11,126 Value ($000) $566 Avg Close — Range —
Q4 2024
Shares 11,062 Value ($000) $529 Avg Close — Range —
Q3 2024
Shares 11,042 Value ($000) $583 Avg Close — Range —
Q2 2024
Shares 11,040 Value ($000) $546 Avg Close — Range —
Q1 2024
Shares 11,034 Value ($000) $554 Avg Close — Range —
Q4 2023
Shares 10,898 Value ($000) $522 Avg Close — Range —
Q3 2023
Shares 10,898 Value ($000) $476 Avg Close — Range —
Q2 2023
Shares 10,898 Value ($000) $503 Avg Close — Range —
Q1 2023
Shares 10,898 Value ($000) $492 Avg Close — Range —
Q4 2022
Shares 11,098 Value ($000) $466 Avg Close — Range —