VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 7,589 Value ($000) $4,759 Avg Close — Range —
Q3 2025
Shares 7,488 Value ($000) $4,586 Avg Close — Range —
Q2 2025
Shares 7,539 Value ($000) $4,282 Avg Close — Range —
Q1 2025
Shares 6,706 Value ($000) $3,446 Avg Close — Range —
Q4 2024
Shares 815 Value ($000) $439 Avg Close — Range —
Q1 2021
Shares 3,222 Value ($000) $1,174 Avg Close — Range —
Q4 2020
Shares 2,386 Value ($000) $820 Avg Close — Range —
Q3 2020
Shares 2,386 Value ($000) $734 Avg Close — Range —
Q2 2020
Shares 1,712 Value ($000) $485 Avg Close — Range —