VANGUARD MUN BD FDS

Ticker: VTEB CUSIP: 922907746 Class: ETF

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

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

Q4 2025
Shares 157,714 Value ($000) $7,931 Avg Close — Range —
Q3 2025
Shares 149,876 Value ($000) $7,504 Avg Close — Range —
Q2 2025
Shares 125,867 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 222,180 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 154,084 Value ($000) $8 Avg Close — Range —
Q3 2024
Shares 80,830 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 65,385 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 48,375 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 2,057,556 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 48,358 Value ($000) $2,669 Avg Close — Range —
Q3 2020
Shares 54,984 Value ($000) $2,993 Avg Close — Range —
Q2 2020
Shares 50,485 Value ($000) $2,733 Avg Close — Range —
Q1 2020
Shares 41,854 Value ($000) $2,214 Avg Close — Range —
Q4 2019
Shares 38,922 Value ($000) $2,084 Avg Close — Range —