VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,680 Value ($000) $672 Avg Close — Range —
Q3 2025
Shares 4,486 Value ($000) $632 Avg Close — Range —
Q2 2025
Shares 4,486 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 4,486 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 4,486 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 4,486 Value ($000) $575 Avg Close — Range —
Q2 2024
Shares 4,086 Value ($000) $485 Avg Close — Range —
Q1 2024
Shares 4,086 Value ($000) $494 Avg Close — Range —
Q4 2023
Shares 4,086 Value ($000) $456 Avg Close — Range —
Q3 2023
Shares 4,086 Value ($000) $422 Avg Close — Range —
Q2 2023
Shares 4,169 Value ($000) $442 Avg Close — Range —
Q1 2023
Shares 4,086 Value ($000) $431 Avg Close — Range —
Q4 2022
Shares 4,086 Value ($000) $442 Avg Close — Range —
Q2 2022
Shares 2,587 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 2,587 Value ($000) $290 Avg Close — Range —
Q4 2019
Shares 2,336 Value ($000) $219 Avg Close — Range —
Q3 2019
Shares 2,336 Value ($000) $207 Avg Close — Range —
Q2 2019
Shares 2,336 Value ($000) $204 Avg Close — Range —
Q1 2019
Shares 3,871 Value ($000) $332 Avg Close — Range —
Q4 2018
Shares 3,871 Value ($000) $302 Avg Close — Range —