VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

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

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

Q4 2025
Shares 7,028 Value ($000) $2,123 Avg Close — Range —
Q2 2025
Shares 8,611 Value ($000) $2,388 Avg Close — Range —