VANGUARD WORLD FDS

Ticker: VHT CUSIP: 92204A504 Class: HEALTH CAR ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 24,192 Value ($000) $6,964 Avg Close — Range —
Q3 2025
Shares 24,499 Value ($000) $6,360 Avg Close — Range —
Q2 2025
Shares 25,123 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 24,153 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 23,909 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 23,118 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 23,683 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 23,022 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 22,332 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 21,029 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 20,524 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 4,065,505 Value ($000) $0 Avg Close — Range —