VANGUARD CHARLOTTE FDS

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

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

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

Q4 2025
Shares 5,728 Value ($000) $277 Avg Close — Range —
Q3 2025
Shares 4,047 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 4,451 Value ($000) $218 Avg Close — Range —
Q3 2024
Shares 4,454 Value ($000) $224 Avg Close — Range —
Q4 2023
Shares 4,239 Value ($000) $209 Avg Close — Range —
Q2 2022
Shares 4,515 Value ($000) $224 Avg Close — Range —
Q1 2022
Shares 12,684 Value ($000) $665 Avg Close — Range —
Q4 2021
Shares 17,939 Value ($000) $990 Avg Close — Range —
Q3 2021
Shares 16,553 Value ($000) $943 Avg Close — Range —
Q2 2021
Shares 17,651 Value ($000) $1,008 Avg Close — Range —
Q1 2021
Shares 19,215 Value ($000) $1,098 Avg Close — Range —
Q4 2020
Shares 18,506 Value ($000) $1,084 Avg Close — Range —
Q3 2020
Shares 16,567 Value ($000) $964 Avg Close — Range —
Q2 2020
Shares 14,689 Value ($000) $848 Avg Close — Range —
Q1 2020
Shares 9,694 Value ($000) $545 Avg Close — Range —
Q4 2019
Shares 16,654 Value ($000) $942 Avg Close — Range —