VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 22,214 Value ($000) $4,243 Avg Close — Range —
Q2 2025
Shares 22,429 Value ($000) $3,986 Avg Close — Range —