VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 121,058 Value ($000) $75,919 Avg Close — Range —
Q3 2025
Shares 120,996 Value ($000) $74,095 Avg Close — Range —
Q2 2025
Shares 122,743 Value ($000) $70 Avg Close — Range —
Q1 2025
Shares 120,804 Value ($000) $62 Avg Close — Range —
Q4 2024
Shares 120,558 Value ($000) $65 Avg Close — Range —
Q3 2024
Shares 119,176 Value ($000) $63 Avg Close — Range —
Q2 2024
Shares 111,306 Value ($000) $56 Avg Close — Range —
Q2 2023
Shares 104,669 Value ($000) $43 Avg Close — Range —
Q1 2023
Shares 39,372,263 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 80,697 Value ($000) $27,735 Avg Close — Range —
Q3 2020
Shares 80,580 Value ($000) $24,790 Avg Close — Range —
Q2 2020
Shares 80,456 Value ($000) $22,804 Avg Close — Range —
Q1 2020
Shares 77,069 Value ($000) $18,251 Avg Close — Range —
Q4 2019
Shares 70,152 Value ($000) $20,751 Avg Close — Range —