VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 13,995 Value ($000) $6,828 Avg Close — Range —
Q3 2025
Shares 12,142 Value ($000) $5,823 Avg Close — Range —
Q2 2025
Shares 10,592 Value ($000) $4,644 Avg Close — Range —
Q1 2025
Shares 7,582 Value ($000) $2,812 Avg Close — Range —
Q4 2024
Shares 4,987 Value ($000) $2,047 Avg Close — Range —
Q3 2024
Shares 4,974 Value ($000) $1,910 Avg Close — Range —
Q2 2024
Shares 4,294 Value ($000) $1,606 Avg Close — Range —
Q1 2024
Shares 2,270 Value ($000) $781 Avg Close — Range —
Q4 2023
Shares 2,345 Value ($000) $729 Avg Close — Range —
Q3 2023
Shares 2,091 Value ($000) $569 Avg Close — Range —
Q2 2023
Shares 2,202 Value ($000) $623 Avg Close — Range —
Q1 2023
Shares 2,498 Value ($000) $623 Avg Close — Range —
Q4 2022
Shares 3,514 Value ($000) $749 Avg Close — Range —
Q3 2022
Shares 974 Value ($000) $208 Avg Close — Range —
Q2 2022
Shares 969 Value ($000) $216 Avg Close — Range —
Q1 2022
Shares 1,827 Value ($000) $525 Avg Close — Range —
Q4 2021
Shares 892 Value ($000) $286 Avg Close — Range —
Q2 2021
Shares 772 Value ($000) $221 Avg Close — Range —