VANGUARD INDEX FDS

Ticker: VB CUSIP: 922908751 Class: Exchange Traded Fund

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 12,041 Value ($000) $3,106 Avg Close — Range —
Q3 2025
Shares 13,716 Value ($000) $3,488 Avg Close — Range —
Q2 2025
Shares 14,827 Value ($000) $3,514 Avg Close — Range —
Q1 2025
Shares 15,804 Value ($000) $3,505 Avg Close — Range —
Q4 2024
Shares 17,063 Value ($000) $4,100 Avg Close — Range —
Q3 2024
Shares 18,017 Value ($000) $4,274 Avg Close — Range —
Q2 2024
Shares 17,844 Value ($000) $3,891 Avg Close — Range —
Q1 2024
Shares 19,726 Value ($000) $4,509 Avg Close — Range —
Q4 2023
Shares 20,203 Value ($000) $4,310 Avg Close — Range —
Q3 2023
Shares 20,432 Value ($000) $3,863 Avg Close — Range —
Q2 2023
Shares 19,690 Value ($000) $3,916 Avg Close — Range —
Q1 2023
Shares 19,959 Value ($000) $3,783 Avg Close — Range —
Q4 2022
Shares 20,211 Value ($000) $3,709 Avg Close — Range —
Q3 2022
Shares 18,090 Value ($000) $3,092 Avg Close — Range —
Q2 2022
Shares 19,723 Value ($000) $3,473 Avg Close — Range —
Q1 2022
Shares 22,013 Value ($000) $4,678 Avg Close — Range —
Q4 2021
Shares 21,609 Value ($000) $4,884 Avg Close — Range —
Q3 2021
Shares 21,040 Value ($000) $4,601 Avg Close — Range —
Q2 2021
Shares 20,361 Value ($000) $4,587 Avg Close — Range —
Q1 2021
Shares 19,812 Value ($000) $4,241 Avg Close — Range —
Q4 2020
Shares 20,133 Value ($000) $3,920 Avg Close — Range —
Q3 2020
Shares 15,528 Value ($000) $2,388 Avg Close — Range —
Q2 2020
Shares 3,671 Value ($000) $535 Avg Close — Range —
Q1 2020
Shares 3,671 Value ($000) $424 Avg Close — Range —