VANGUARD INDEX FDS

Ticker: VXF CUSIP: 922908652 Class: EXTEND MKT ETF

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

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

Q4 2025
Shares 78,495 Value ($000) $16,415 Avg Close — Range —
Q3 2025
Shares 78,466 Value ($000) $16,426 Avg Close — Range —
Q2 2025
Shares 77,660 Value ($000) $15 Avg Close — Range —
Q1 2025
Shares 68,830 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 66,175 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 65,207 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 48,329 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 43,493 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 5,685,800 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 2,757 Value ($000) $503 Avg Close — Range —
Q4 2020
Shares 37,374 Value ($000) $6,155 Avg Close — Range —
Q3 2020
Shares 42,424 Value ($000) $5,503 Avg Close — Range —
Q2 2020
Shares 42,214 Value ($000) $4,996 Avg Close — Range —
Q1 2020
Shares 39,743 Value ($000) $3,598 Avg Close — Range —
Q4 2019
Shares 36,322 Value ($000) $4,576 Avg Close — Range —