VANGUARD MALVERN FDS

Ticker: VTIP CUSIP: 922020805 Class: STRM INFPROIDX

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 7,265 Value ($000) $359 Avg Close Range
Q3 2025
Shares 6,701 Value ($000) $339 Avg Close Range
Q2 2025
Shares 6,604 Value ($000) $332 Avg Close Range
Q1 2025
Shares 6,840 Value ($000) $341 Avg Close Range
Q4 2024
Shares 6,940 Value ($000) $336 Avg Close Range
Q3 2024
Shares 7,029 Value ($000) $347 Avg Close Range
Q2 2024
Shares 7,104 Value ($000) $345 Avg Close Range
Q1 2024
Shares 6,936 Value ($000) $332 Avg Close Range
Q4 2023
Shares 6,952 Value ($000) $330 Avg Close Range
Q3 2023
Shares 6,952 Value ($000) $329 Avg Close Range
Q2 2023
Shares 6,802 Value ($000) $323 Avg Close Range
Q1 2023
Shares 6,882 Value ($000) $329 Avg Close Range
Q4 2022
Shares 6,786 Value ($000) $317 Avg Close Range
Q3 2022
Shares 7,360 Value ($000) $354 Avg Close Range
Q2 2022
Shares 7,779 Value ($000) $390 Avg Close Range
Q1 2022
Shares 6,570 Value ($000) $336 Avg Close Range
Q4 2021
Shares 6,520 Value ($000) $335 Avg Close Range
Q3 2021
Shares 6,520 Value ($000) $343 Avg Close Range
Q2 2021
Shares 5,313 Value ($000) $278 Avg Close Range
Q4 2020
Shares 6,880 Value ($000) $352 Avg Close Range
Q3 2020
Shares 6,390 Value ($000) $326 Avg Close Range
Q2 2020
Shares 5,999 Value ($000) $301 Avg Close Range
Q1 2020
Shares 8,712 Value ($000) $424 Avg Close Range
Q4 2019
Shares 8,095 Value ($000) $399 Avg Close Range
Q3 2019
Shares 8,710 Value ($000) $427 Avg Close Range
Q2 2019
Shares 12,486 Value ($000) $616 Avg Close Range
Q1 2019
Shares 22,564 Value ($000) $1,098 Avg Close Range
Q4 2018
Shares 115,114 Value ($000) $5,516 Avg Close Range
Q3 2018
Shares 466,417 Value ($000) $22,561 Avg Close Range
Q2 2018
Shares 444,720 Value ($000) $21,725 Avg Close Range
Q1 2018
Shares 424,918 Value ($000) $20,783 Avg Close Range
Q4 2017
Shares 403,125 Value ($000) $19,681 Avg Close Range
Q3 2017
Shares 377,965 Value ($000) $18,690 Avg Close Range
Q2 2017
Shares 364,582 Value ($000) $17,948 Avg Close Range
Q4 2016
Shares 336,518 Value ($000) $16,543 Avg Close Range
Q3 2016
Shares 333,380 Value ($000) $16,552 Avg Close Range
Q2 2016
Shares 303,716 Value ($000) $15,028 Avg Close Range
Q1 2016
Shares 300,654 Value ($000) $14,771 Avg Close Range
Q4 2015
Shares 294,675 Value ($000) $14,248 Avg Close Range
Q3 2015
Shares 284,849 Value ($000) $13,781 Avg Close Range
Q2 2015
Shares 273,678 Value ($000) $13,323 Avg Close Range
Q1 2015
Shares 259,165 Value ($000) $12,559 Avg Close Range
Q4 2014
Shares 235,352 Value ($000) $11,353 Avg Close Range