VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 14,819 Value ($000) $9,293 Avg Close — Range —
Q3 2025
Shares 14,471 Value ($000) $8,862 Avg Close — Range —
Q2 2025
Shares 14,176 Value ($000) $8,052 Avg Close — Range —
Q1 2025
Shares 12,767 Value ($000) $6,561 Avg Close — Range —
Q4 2024
Shares 11,910 Value ($000) $6,417 Avg Close — Range —
Q3 2024
Shares 12,158 Value ($000) $6,415 Avg Close — Range —
Q2 2024
Shares 11,802 Value ($000) $5,902 Avg Close — Range —
Q1 2024
Shares 11,734 Value ($000) $5,640 Avg Close — Range —
Q4 2023
Shares 10,906 Value ($000) $4,764 Avg Close — Range —
Q3 2023
Shares 10,208 Value ($000) $4,009 Avg Close — Range —
Q2 2023
Shares 9,794 Value ($000) $3,989 Avg Close — Range —
Q1 2023
Shares 9,808 Value ($000) $3,688 Avg Close — Range —
Q4 2022
Shares 8,596 Value ($000) $3,020 Avg Close — Range —
Q3 2022
Shares 7,376 Value ($000) $2,422 Avg Close — Range —
Q2 2022
Shares 7,625 Value ($000) $2,645 Avg Close — Range —
Q1 2022
Shares 8,667 Value ($000) $3,598 Avg Close — Range —
Q4 2021
Shares 6,521 Value ($000) $2,847 Avg Close — Range —
Q3 2021
Shares 6,425 Value ($000) $2,534 Avg Close — Range —
Q2 2021
Shares 6,213 Value ($000) $2,445 Avg Close — Range —
Q4 2020
Shares 5,766 Value ($000) $1,982 Avg Close — Range —
Q3 2020
Shares 5,596 Value ($000) $1,722 Avg Close — Range —
Q2 2020
Shares 5,835 Value ($000) $1,654 Avg Close — Range —
Q1 2020
Shares 3,232 Value ($000) $765 Avg Close — Range —
Q4 2019
Shares 1,982 Value ($000) $586 Avg Close — Range —
Q3 2019
Shares 1,286 Value ($000) $351 Avg Close — Range —