VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 1,367 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 3,629 Value ($000) $1,019 Avg Close — Range —