VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 1,699 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 1,699 Value ($000) $499 Avg Close — Range —
Q2 2025
Shares 1,699 Value ($000) $475 Avg Close — Range —
Q1 2025
Shares 1,699 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 1,699 Value ($000) $449 Avg Close — Range —
Q3 2024
Shares 1,699 Value ($000) $448 Avg Close — Range —
Q2 2024
Shares 1,699 Value ($000) $411 Avg Close — Range —
Q1 2024
Shares 1,699 Value ($000) $425 Avg Close — Range —
Q4 2023
Shares 1,699 Value ($000) $395 Avg Close — Range —
Q3 2023
Shares 1,699 Value ($000) $354 Avg Close — Range —
Q2 2023
Shares 1,720 Value ($000) $379 Avg Close — Range —