VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 8,994 Value ($000) $2,320 Avg Close — Range —
Q3 2025
Shares 9,241 Value ($000) $2,350 Avg Close — Range —
Q2 2025
Shares 9,454 Value ($000) $2,240 Avg Close — Range —
Q1 2025
Shares 2,879 Value ($000) $638 Avg Close — Range —
Q4 2024
Shares 2,475 Value ($000) $595 Avg Close — Range —
Q3 2024
Shares 2,278 Value ($000) $540 Avg Close — Range —
Q2 2024
Shares 1,783 Value ($000) $389 Avg Close — Range —
Q1 2024
Shares 1,781 Value ($000) $407 Avg Close — Range —
Q4 2023
Shares 1,638 Value ($000) $349 Avg Close — Range —
Q3 2023
Shares 1,638 Value ($000) $310 Avg Close — Range —
Q2 2023
Shares 1,638 Value ($000) $326 Avg Close — Range —