VANGUARD SCOTTSDALE FDS

Ticker: VCSH CUSIP: 92206C409 Class: SHRT TRM CORP BD

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

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

Q4 2025
Shares 19,818 Value ($000) $1,580 Avg Close — Range —
Q3 2025
Shares 21,295 Value ($000) $1,702 Avg Close — Range —
Q2 2025
Shares 21,335 Value ($000) $1,696 Avg Close — Range —
Q1 2025
Shares 21,668 Value ($000) $1,710 Avg Close — Range —
Q4 2024
Shares 21,778 Value ($000) $1,699 Avg Close — Range —
Q3 2024
Shares 22,439 Value ($000) $1,782 Avg Close — Range —
Q2 2024
Shares 23,244 Value ($000) $1,796 Avg Close — Range —
Q1 2024
Shares 24,302 Value ($000) $1,879 Avg Close — Range —
Q4 2023
Shares 23,184 Value ($000) $1,794 Avg Close — Range —
Q3 2023
Shares 18,295 Value ($000) $1,375 Avg Close — Range —
Q2 2023
Shares 18,985 Value ($000) $1,436 Avg Close — Range —
Q1 2023
Shares 19,467 Value ($000) $1,484 Avg Close — Range —
Q4 2022
Shares 21,845 Value ($000) $1,643 Avg Close — Range —
Q2 2022
Shares 3,414 Value ($000) $260 Avg Close — Range —
Q1 2022
Shares 3,216 Value ($000) $251 Avg Close — Range —
Q4 2021
Shares 3,579 Value ($000) $291 Avg Close — Range —
Q3 2021
Shares 3,578 Value ($000) $295 Avg Close — Range —
Q2 2021
Shares 3,128 Value ($000) $259 Avg Close — Range —
Q1 2021
Shares 3,126 Value ($000) $258 Avg Close — Range —