VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 5,486 Value ($000) $3,440 Avg Close — Range —
Q3 2025
Shares 5,810 Value ($000) $3,570 Avg Close — Range —
Q2 2025
Shares 3,725 Value ($000) $2,116 Avg Close — Range —
Q1 2025
Shares 478 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 547 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 424 Value ($000) $224 Avg Close — Range —
Q2 2024
Shares 427 Value ($000) $214 Avg Close — Range —
Q1 2024
Shares 442 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 511 Value ($000) $202 Avg Close — Range —
Q2 2021
Shares 511 Value ($000) $201 Avg Close — Range —