VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

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

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

Q4 2025
Shares 1,773 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 1,826 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 1,834 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 1,829 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 1,969 Value ($000) $390 Avg Close — Range —
Q3 2024
Shares 1,943 Value ($000) $390 Avg Close — Range —
Q2 2024
Shares 1,888 Value ($000) $345 Avg Close — Range —
Q1 2024
Shares 1,867 Value ($000) $358 Avg Close — Range —
Q4 2023
Shares 1,858 Value ($000) $334 Avg Close — Range —
Q3 2023
Shares 1,852 Value ($000) $295 Avg Close — Range —
Q2 2023
Shares 1,846 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 1,711 Value ($000) $272 Avg Close — Range —
Q4 2022
Shares 1,654 Value ($000) $263 Avg Close — Range —
Q3 2022
Shares 1,651 Value ($000) $237 Avg Close — Range —
Q2 2022
Shares 1,701 Value ($000) $255 Avg Close — Range —
Q1 2022
Shares 1,687 Value ($000) $297 Avg Close — Range —
Q4 2021
Shares 1,687 Value ($000) $302 Avg Close — Range —
Q3 2021
Shares 1,873 Value ($000) $317 Avg Close — Range —
Q2 2021
Shares 1,686 Value ($000) $293 Avg Close — Range —
Q3 2018
Shares 1,720 Value ($000) $240 Avg Close — Range —
Q2 2018
Shares 1,685 Value ($000) $229 Avg Close — Range —