VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 12,967 Value ($000) $2,399 Avg Close — Range —
Q3 2025
Shares 7,905 Value ($000) $1,497 Avg Close — Range —
Q2 2025
Shares 7,781 Value ($000) $1,373 Avg Close — Range —
Q1 2025
Shares 7,667 Value ($000) $1,310 Avg Close — Range —
Q4 2024
Shares 7,469 Value ($000) $1,221 Avg Close — Range —
Q3 2024
Shares 7,199 Value ($000) $1,262 Avg Close — Range —
Q2 2024
Shares 6,822 Value ($000) $1,018 Avg Close — Range —
Q1 2024
Shares 6,497 Value ($000) $926 Avg Close — Range —
Q4 2023
Shares 2,454 Value ($000) $336 Avg Close — Range —