VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 300,322 Value ($000) $18,761 Avg Close — Range —
Q3 2025
Shares 300,144 Value ($000) $17,985 Avg Close — Range —
Q2 2025
Shares 306,878 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 305,026 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 305,462 Value ($000) $15 Avg Close — Range —
Q3 2024
Shares 291,555 Value ($000) $15 Avg Close — Range —
Q2 2024
Shares 313,529 Value ($000) $15 Avg Close — Range —
Q2 2023
Shares 281,335 Value ($000) $13 Avg Close — Range —
Q1 2023
Shares 12,831,602 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 35,602 Value ($000) $1,798 Avg Close — Range —
Q4 2020
Shares 273,782 Value ($000) $12,925 Avg Close — Range —
Q3 2020
Shares 291,114 Value ($000) $11,907 Avg Close — Range —
Q2 2020
Shares 281,608 Value ($000) $10,924 Avg Close — Range —
Q1 2020
Shares 303,694 Value ($000) $10,125 Avg Close — Range —
Q4 2019
Shares 290,662 Value ($000) $12,806 Avg Close — Range —