VANGUARD SCOTTSDALE FDS

Ticker: VCLT CUSIP: 92206C813 Class: LG-TERM COR BD

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

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

Q4 2025
Shares 3,068 Value ($000) $233 Avg Close Range
Q3 2025
Shares 3,068 Value ($000) $238 Avg Close Range
Q2 2025
Shares 3,186 Value ($000) $0 Avg Close Range
Q1 2025
Shares 3,186 Value ($000) $0 Avg Close Range
Q4 2024
Shares 3,186 Value ($000) $0 Avg Close Range
Q1 2024
Shares 2,749 Value ($000) $0 Avg Close Range
Q4 2023
Shares 2,723 Value ($000) $0 Avg Close Range
Q1 2023
Shares 24,474 Value ($000) $0 Avg Close Range
Q2 2021
Shares 614 Value ($000) $66 Avg Close Range
Q1 2021
Shares 614 Value ($000) $62 Avg Close Range