VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 20,779 Value ($000) $10,137 Avg Close — Range —
Q2 2025
Shares 21,132 Value ($000) $9,275 Avg Close — Range —