VANGUARD INDEX FDS

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

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

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

Q4 2025
Shares 196,321 Value ($000) $41,579 Avg Close — Range —
Q3 2025
Shares 194,255 Value ($000) $40,543 Avg Close — Range —
Q2 2025
Shares 203,262 Value ($000) $39,823 Avg Close — Range —
Q1 2025
Shares 191,374 Value ($000) $35,651 Avg Close — Range —
Q4 2024
Shares 197,507 Value ($000) $39,142 Avg Close — Range —
Q3 2024
Shares 182,304 Value ($000) $36,603 Avg Close — Range —
Q2 2024
Shares 193,022 Value ($000) $35,427 Avg Close — Range —
Q1 2024
Shares 191,517 Value ($000) $36,748 Avg Close — Range —
Q4 2023
Shares 193,647 Value ($000) $34,851 Avg Close — Range —
Q3 2023
Shares 197,310 Value ($000) $31,469 Avg Close — Range —
Q2 2023
Shares 194,650 Value ($000) $32,195 Avg Close — Range —
Q1 2023
Shares 194,323 Value ($000) $30,851 Avg Close — Range —
Q4 2022
Shares 197,341 Value ($000) $31,338 Avg Close — Range —
Q3 2022
Shares 188,603 Value ($000) $27,045,672 Avg Close — Range —
Q2 2022
Shares 185,209 Value ($000) $27,748,010 Avg Close — Range —
Q1 2022
Shares 188,533 Value ($000) $33,170,411 Avg Close — Range —
Q4 2021
Shares 189,090 Value ($000) $33,818,725 Avg Close — Range —
Q3 2021
Shares 186,760 Value ($000) $31,611,018 Avg Close — Range —
Q2 2021
Shares 183,216 Value ($000) $31,817,299 Avg Close — Range —
Q1 2021
Shares 205,773 Value ($000) $34,078,148 Avg Close — Range —
Q4 2020
Shares 210,091 Value ($000) $29,877,087 Avg Close — Range —
Q3 2020
Shares 214,089 Value ($000) $23,684,614 Avg Close — Range —
Q2 2020
Shares 213,404 Value ($000) $22,817,103 Avg Close — Range —
Q1 2020
Shares 181,548 Value ($000) $16,121,485 Avg Close — Range —
Q4 2019
Shares 177,916 Value ($000) $24,386,890 Avg Close — Range —
Q3 2019
Shares 208,431 Value ($000) $24,386,073 Avg Close — Range —
Q2 2019
Shares 181,988 Value ($000) $23,891,452 Avg Close — Range —
Q1 2019
Shares 177,806 Value ($000) $22,993,542 Avg Close — Range —
Q4 2018
Shares 177,627 Value ($000) $20,260,149 Avg Close — Range —