VANGUARD CHARLOTTE FDS

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 7,035 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 6,121 Value ($000) $303 Avg Close — Range —