VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 1,159 Value ($000) $727 Avg Close — Range —
Q3 2025
Shares 1,160 Value ($000) $711 Avg Close — Range —
Q2 2025
Shares 1,181 Value ($000) $671 Avg Close — Range —
Q1 2025
Shares 712 Value ($000) $366 Avg Close — Range —
Q4 2024
Shares 648 Value ($000) $349 Avg Close — Range —
Q3 2024
Shares 589 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 588 Value ($000) $294 Avg Close — Range —
Q1 2024
Shares 560 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 557 Value ($000) $243 Avg Close — Range —
Q3 2020
Shares 789 Value ($000) $243 Avg Close — Range —
Q2 2020
Shares 847 Value ($000) $240 Avg Close — Range —