VANGUARD INDEX FDS

Ticker: VV CUSIP: 922908637 Class: ETF

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

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

Q4 2025
Shares 1,006 Value ($000) $317 Avg Close — Range —
Q3 2025
Shares 1,006 Value ($000) $310 Avg Close — Range —
Q2 2025
Shares 1,006 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 1,006 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 1,006 Value ($000) $271 Avg Close — Range —
Q3 2024
Shares 1,006 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 1,006 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 1,006 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 1,006 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 1,006 Value ($000) $204 Avg Close — Range —