VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 5,201 Value ($000) $923 Avg Close Range
Q3 2025
Shares 4,855 Value ($000) $848 Avg Close Range
Q2 2025
Shares 4,805 Value ($000) $790 Avg Close Range
Q1 2025
Shares 2,733 Value ($000) $439 Avg Close Range
Q4 2024
Shares 2,707 Value ($000) $438 Avg Close Range
Q3 2024
Shares 1,488 Value ($000) $249 Avg Close Range
Q2 2024
Shares 1,399 Value ($000) $210 Avg Close Range
Q1 2024
Shares 1,397 Value ($000) $218 Avg Close Range
Q4 2023
Shares 1,446 Value ($000) $210 Avg Close Range