VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 5,261 Value ($000) $755 Avg Close — Range —
Q3 2025
Shares 5,261 Value ($000) $742 Avg Close — Range —
Q2 2025
Shares 5,261 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 5,261 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 5,261 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 5,278 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 5,278 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 3,737 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 394,254 Value ($000) $0 Avg Close — Range —