VANGUARD INDEX FDS

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

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

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

Q4 2025

Shares 3,460 Value ($000) $733 Avg Close — Range —

Q3 2025

Shares 25,094 Value ($000) $2,225 Avg Close — Range —

Q2 2025

Shares 6,367 Value ($000) $1,247 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,460	$733	—	—
Q3 2025	25,094	$2,225	—	—
Q2 2025	6,367	$1,247	—	—