VANGUARD INDEX FDS

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q3 2024
Shares 2,189 Value ($000) $440 Avg Close — Range —
Q2 2024
Shares 2,137 Value ($000) $390 Avg Close — Range —
Q1 2024
Shares 2,161 Value ($000) $415 Avg Close — Range —
Q2 2022
Shares 2,159 Value ($000) $323 Avg Close — Range —
Q1 2022
Shares 7,942 Value ($000) $1,397 Avg Close — Range —
Q4 2021
Shares 7,729 Value ($000) $1,382 Avg Close — Range —
Q3 2021
Shares 6,398 Value ($000) $1,083 Avg Close — Range —
Q2 2021
Shares 6,520 Value ($000) $1,132 Avg Close — Range —
Q1 2021
Shares 6,456 Value ($000) $1,069 Avg Close — Range —
Q4 2020
Shares 6,898 Value ($000) $981 Avg Close — Range —
Q3 2020
Shares 5,489 Value ($000) $607 Avg Close — Range —
Q2 2020
Shares 5,033 Value ($000) $538 Avg Close — Range —