VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 123,301 Value ($000) $17,696 Avg Close Range
Q3 2025
Shares 112,405 Value ($000) $15,843 Avg Close Range
Q2 2025
Shares 103,247 Value ($000) $13,764 Avg Close Range
Q1 2025
Shares 73,339 Value ($000) $9,458 Avg Close Range
Q4 2024
Shares 66,138 Value ($000) $8,439 Avg Close Range
Q3 2024
Shares 65,517 Value ($000) $8,399 Avg Close Range
Q2 2024
Shares 63,180 Value ($000) $7,493 Avg Close Range
Q1 2024
Shares 55,902 Value ($000) $6,764 Avg Close Range
Q4 2023
Shares 48,499 Value ($000) $5,414 Avg Close Range
Q3 2023
Shares 47,802 Value ($000) $4,939 Avg Close Range
Q2 2023
Shares 48,589 Value ($000) $5,154 Avg Close Range
Q1 2023
Shares 49,235 Value ($000) $5,194 Avg Close Range
Q4 2022
Shares 49,391 Value ($000) $5,345 Avg Close Range
Q3 2022
Shares 47,898 Value ($000) $4,544,592 Avg Close Range
Q2 2022
Shares 47,602 Value ($000) $4,841,111 Avg Close Range
Q1 2022
Shares 45,213 Value ($000) $5,075,163 Avg Close Range
Q4 2021
Shares 33,953 Value ($000) $3,806,517 Avg Close Range
Q3 2021
Shares 16,273 Value ($000) $1,681,844 Avg Close Range
Q2 2021
Shares 14,333 Value ($000) $1,501,660 Avg Close Range
Q1 2021
Shares 3,114 Value ($000) $314,828 Avg Close Range