VANGUARD INDEX FDS

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 20,214 Value ($000) $4,281 Avg Close — Range —
Q3 2025
Shares 19,932 Value ($000) $4,160 Avg Close — Range —
Q2 2025
Shares 19,844 Value ($000) $3,870 Avg Close — Range —
Q1 2025
Shares 19,690 Value ($000) $3,668 Avg Close — Range —
Q4 2024
Shares 18,836 Value ($000) $3,733 Avg Close — Range —
Q3 2024
Shares 9,786 Value ($000) $1,965 Avg Close — Range —
Q2 2024
Shares 5,631 Value ($000) $1,028 Avg Close — Range —
Q1 2024
Shares 5,434 Value ($000) $1,043 Avg Close — Range —
Q4 2023
Shares 4,045 Value ($000) $728 Avg Close — Range —
Q3 2023
Shares 4,044 Value ($000) $645 Avg Close — Range —
Q2 2023
Shares 3,576 Value ($000) $591 Avg Close — Range —
Q1 2023
Shares 3,501 Value ($000) $556 Avg Close — Range —
Q4 2022
Shares 2,826 Value ($000) $449 Avg Close — Range —
Q3 2022
Shares 2,724 Value ($000) $391 Avg Close — Range —
Q2 2022
Shares 1,777 Value ($000) $266 Avg Close — Range —
Q1 2022
Shares 1,535 Value ($000) $270 Avg Close — Range —
Q4 2021
Shares 1,145 Value ($000) $205 Avg Close — Range —