VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 5,343 Value ($000) $1,491 Avg Close — Range —
Q2 2025
Shares 5,206 Value ($000) $1,483 Avg Close — Range —