VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 1,567 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 1,567 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 1,567 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 1,567 Value ($000) $252 Avg Close — Range —
Q4 2024
Shares 1,567 Value ($000) $253 Avg Close — Range —
Q3 2024
Shares 1,567 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 1,567 Value ($000) $236 Avg Close — Range —
Q1 2024
Shares 1,567 Value ($000) $244 Avg Close — Range —