VANGUARD MUN BD FDS

Ticker: VTEB CUSIP: 922907746 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q3 2023
Shares 103,017 Value ($000) $4,955 Avg Close — Range —
Q2 2023
Shares 112,968 Value ($000) $5,673 Avg Close — Range —
Q1 2023
Shares 128,630 Value ($000) $6,516 Avg Close — Range —
Q4 2022
Shares 141,552 Value ($000) $7,005 Avg Close — Range —
Q3 2022
Shares 51,530 Value ($000) $2,481 Avg Close — Range —
Q2 2022
Shares 117,617 Value ($000) $5,871 Avg Close — Range —
Q1 2022
Shares 100,378 Value ($000) $5,174 Avg Close — Range —