VANGUARD SCOTTSDALE FDS

Ticker: VGSH CUSIP: 92206C102 Class: SHORT TERM TREAS

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

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

Q4 2025
Shares 25,296 Value ($000) $1,486 Avg Close — Range —
Q3 2025
Shares 25,989 Value ($000) $1,529 Avg Close — Range —
Q2 2025
Shares 26,386 Value ($000) $1,551 Avg Close — Range —
Q1 2025
Shares 31,498 Value ($000) $1,849 Avg Close — Range —
Q4 2024
Shares 32,828 Value ($000) $1,910 Avg Close — Range —
Q3 2024
Shares 35,602 Value ($000) $2,101 Avg Close — Range —
Q2 2024
Shares 34,385 Value ($000) $1,994 Avg Close — Range —
Q1 2024
Shares 32,501 Value ($000) $1,887 Avg Close — Range —
Q4 2023
Shares 29,549 Value ($000) $1,724 Avg Close — Range —
Q3 2023
Shares 24,988 Value ($000) $1,439 Avg Close — Range —
Q2 2023
Shares 14,794 Value ($000) $854 Avg Close — Range —
Q1 2023
Shares 13,080 Value ($000) $766 Avg Close — Range —
Q4 2022
Shares 3,620 Value ($000) $209 Avg Close — Range —