VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 3,361 Value ($000) $1,640 Avg Close — Range —
Q3 2025
Shares 3,311 Value ($000) $1,588 Avg Close — Range —
Q2 2025
Shares 3,233 Value ($000) $1,417 Avg Close — Range —
Q1 2025
Shares 3,760 Value ($000) $1,394 Avg Close — Range —
Q4 2024
Shares 1,032 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 1,032 Value ($000) $396 Avg Close — Range —