VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 77,822 Value ($000) $11,169 Avg Close — Range —
Q3 2025
Shares 79,079 Value ($000) $11,146 Avg Close — Range —
Q2 2025
Shares 79,681 Value ($000) $10,622 Avg Close — Range —
Q1 2025
Shares 76,294 Value ($000) $9,839 Avg Close — Range —
Q4 2024
Shares 77,495 Value ($000) $9,888 Avg Close — Range —
Q3 2024
Shares 82,664 Value ($000) $10,598 Avg Close — Range —
Q2 2024
Shares 83,442 Value ($000) $9,896 Avg Close — Range —
Q1 2024
Shares 88,459 Value ($000) $10,703 Avg Close — Range —
Q4 2023
Shares 89,254 Value ($000) $9,963 Avg Close — Range —
Q3 2023
Shares 93,895 Value ($000) $9,701 Avg Close — Range —
Q2 2023
Shares 92,533 Value ($000) $9,815 Avg Close — Range —
Q1 2023
Shares 94,531 Value ($000) $9,973 Avg Close — Range —
Q4 2022
Shares 93,865 Value ($000) $10,157 Avg Close — Range —
Q3 2022
Shares 92,783 Value ($000) $8,803 Avg Close — Range —
Q2 2022
Shares 93,551 Value ($000) $9,514 Avg Close — Range —
Q1 2022
Shares 100,230 Value ($000) $11,251 Avg Close — Range —
Q4 2021
Shares 104,770 Value ($000) $11,746 Avg Close — Range —
Q3 2021
Shares 104,666 Value ($000) $10,817 Avg Close — Range —
Q2 2021
Shares 100,164 Value ($000) $10,494 Avg Close — Range —
Q1 2021
Shares 98,337 Value ($000) $9,941 Avg Close — Range —
Q4 2020
Shares 91,328 Value ($000) $8,357 Avg Close — Range —
Q3 2020
Shares 83,659 Value ($000) $6,771 Avg Close — Range —
Q2 2020
Shares 81,726 Value ($000) $6,438 Avg Close — Range —
Q1 2020
Shares 81,210 Value ($000) $5,746 Avg Close — Range —
Q4 2019
Shares 69,359 Value ($000) $6,500 Avg Close — Range —