VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 14,501 Value ($000) $2,770 Avg Close — Range —
Q3 2025
Shares 13,264 Value ($000) $2,474 Avg Close — Range —
Q2 2025
Shares 12,439 Value ($000) $2,198 Avg Close — Range —
Q1 2025
Shares 7,493 Value ($000) $1,294 Avg Close — Range —
Q4 2024
Shares 4,226 Value ($000) $715 Avg Close — Range —