VANGUARD CHARLOTTE FDS

Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF

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

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

Q2 2022
Shares 15,304 Value ($000) $758 Avg Close — Range —
Q1 2022
Shares 15,242 Value ($000) $799 Avg Close — Range —