VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 40,369 Value ($000) $3,572 Avg Close Range
Q3 2025
Shares 39,605 Value ($000) $3,621 Avg Close Range
Q2 2025
Shares 38,273 Value ($000) $3,409 Avg Close Range
Q1 2025
Shares 38,297 Value ($000) $3,467 Avg Close Range
Q4 2024
Shares 11,783 Value ($000) $1,050 Avg Close Range
Q3 2024
Shares 10,181 Value ($000) $1,000 Avg Close Range
Q2 2024
Shares 8,257 Value ($000) $700 Avg Close Range
Q1 2024
Shares 4,885 Value ($000) $422 Avg Close Range
Q1 2020
Shares 5,609 Value ($000) $391,807 Avg Close Range
Q4 2019
Shares 5,247 Value ($000) $486,841 Avg Close Range
Q2 2019
Shares 5,357 Value ($000) $472,572 Avg Close Range
Q1 2019
Shares 7,645 Value ($000) $668,951 Avg Close Range
Q4 2018
Shares 6,847 Value ($000) $510,552 Avg Close Range