VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 47,859 Value ($000) $2,990 Avg Close — Range —
Q2 2025
Shares 49,533 Value ($000) $2,824 Avg Close — Range —