VANGUARD MALVERN FDS

Ticker: VTIP CUSIP: 922020805 Class: STRM INFPROIDX

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

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

Q3 2023
Shares 6,164 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 8,675 Value ($000) $411 Avg Close — Range —
Q1 2023
Shares 10,950 Value ($000) $524 Avg Close — Range —
Q4 2022
Shares 18,931 Value ($000) $884 Avg Close — Range —
Q3 2022
Shares 17,393 Value ($000) $837 Avg Close — Range —
Q2 2022
Shares 19,081 Value ($000) $956 Avg Close — Range —
Q1 2022
Shares 6,901 Value ($000) $353 Avg Close — Range —
Q4 2021
Shares 6,370 Value ($000) $327 Avg Close — Range —
Q3 2021
Shares 5,394 Value ($000) $284 Avg Close — Range —
Q2 2021
Shares 5,002 Value ($000) $262 Avg Close — Range —
Q1 2021
Shares 4,907 Value ($000) $253 Avg Close — Range —