VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 10,081 Value ($000) $2,926 Avg Close — Range —
Q3 2025
Shares 9,662 Value ($000) $2,838 Avg Close — Range —
Q2 2025
Shares 9,563 Value ($000) $2,676 Avg Close — Range —
Q1 2025
Shares 7,325 Value ($000) $1,894 Avg Close — Range —
Q4 2024
Shares 6,449 Value ($000) $1,703 Avg Close — Range —
Q3 2024
Shares 5,869 Value ($000) $1,548 Avg Close — Range —
Q2 2024
Shares 5,677 Value ($000) $1,374 Avg Close — Range —
Q1 2024
Shares 4,788 Value ($000) $1,196 Avg Close — Range —
Q4 2023
Shares 4,387 Value ($000) $1,021 Avg Close — Range —
Q3 2023
Shares 3,808 Value ($000) $793 Avg Close — Range —
Q2 2023
Shares 3,289 Value ($000) $724 Avg Close — Range —
Q1 2023
Shares 2,490 Value ($000) $525 Avg Close — Range —
Q4 2022
Shares 984 Value ($000) $201 Avg Close — Range —