VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q3 2025
Shares 705 Value ($000) $207 Avg Close — Range —
Q2 2025
Shares 712 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 856 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 928 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 928 Value ($000) $226 Avg Close — Range —
Q2 2024
Shares 924 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 924 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 924 Value ($000) $203 Avg Close — Range —
Q1 2022
Shares 915 Value ($000) $204 Avg Close — Range —
Q4 2021
Shares 915 Value ($000) $233 Avg Close — Range —
Q3 2021
Shares 915 Value ($000) $216 Avg Close — Range —
Q2 2021
Shares 915 Value ($000) $216 Avg Close — Range —
Q4 2020
Shares 2,268 Value ($000) $481 Avg Close — Range —
Q3 2020
Shares 2,268 Value ($000) $409 Avg Close — Range —
Q2 2020
Shares 2,268 Value ($000) $374 Avg Close — Range —