VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 155,474 Value ($000) $97,502 Avg Close Range
Q3 2025
Shares 152,583 Value ($000) $93,439 Avg Close Range
Q2 2025
Shares 137,724 Value ($000) $78,471 Avg Close Range
Q1 2025
Shares 96,643 Value ($000) $49,666 Avg Close Range
Q4 2024
Shares 85,085 Value ($000) $45,844 Avg Close Range
Q3 2024
Shares 78,672 Value ($000) $41,642 Avg Close Range
Q2 2024
Shares 49,706 Value ($000) $24,948 Avg Close Range
Q1 2024
Shares 40,274 Value ($000) $19,359 Avg Close Range
Q4 2023
Shares 37,716 Value ($000) $16,474 Avg Close Range
Q3 2023
Shares 35,529 Value ($000) $14,005 Avg Close Range
Q2 2023
Shares 44,692 Value ($000) $18,273 Avg Close Range
Q1 2023
Shares 46,333 Value ($000) $17,424 Avg Close Range
Q4 2022
Shares 47,648 Value ($000) $16,741 Avg Close Range
Q3 2022
Shares 97,895 Value ($000) $32,282,809 Avg Close Range
Q2 2022
Shares 99,505 Value ($000) $34,658,731 Avg Close Range
Q1 2022
Shares 98,563 Value ($000) $40,920,366 Avg Close Range
Q4 2021
Shares 107,132 Value ($000) $46,770,648 Avg Close Range
Q3 2021
Shares 102,279 Value ($000) $40,472,750 Avg Close Range
Q2 2021
Shares 75,437 Value ($000) $29,786,374 Avg Close Range
Q1 2021
Shares 8,761 Value ($000) $3,191,719 Avg Close Range
Q4 2020
Shares 6,720 Value ($000) $2,309,760 Avg Close Range