VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 8,409 Value ($000) $1,606 Avg Close — Range —
Q3 2025
Shares 8,118 Value ($000) $1,517 Avg Close — Range —
Q2 2025
Shares 7,307 Value ($000) $1,291 Avg Close — Range —
Q1 2025
Shares 6,453 Value ($000) $1,115 Avg Close — Range —
Q4 2024
Shares 6,918 Value ($000) $1,219 Avg Close — Range —
Q3 2024
Shares 6,149 Value ($000) $1,073 Avg Close — Range —