VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 512 Value ($000) $386 Avg Close — Range —
Q3 2025
Shares 526 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 526 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 526 Value ($000) $285 Avg Close — Range —
Q4 2024
Shares 528 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 528 Value ($000) $310 Avg Close — Range —
Q2 2024
Shares 512 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 512 Value ($000) $268 Avg Close — Range —
Q4 2023
Shares 512 Value ($000) $248 Avg Close — Range —
Q3 2023
Shares 512 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 512 Value ($000) $226 Avg Close — Range —
Q1 2022
Shares 519 Value ($000) $216 Avg Close — Range —
Q4 2021
Shares 467 Value ($000) $214 Avg Close — Range —