VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 1,094 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 1,106 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 1,106 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 50,410 Value ($000) $0 Avg Close — Range —