VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 5,096 Value ($000) $1,709 Avg Close — Range —
Q3 2025
Shares 4,960 Value ($000) $1,628 Avg Close — Range —
Q2 2025
Shares 4,832 Value ($000) $1,469 Avg Close — Range —
Q1 2025
Shares 4,776 Value ($000) $1,313 Avg Close — Range —
Q4 2024
Shares 4,826 Value ($000) $1,398 Avg Close — Range —
Q3 2024
Shares 4,716 Value ($000) $1,336 Avg Close — Range —
Q2 2024
Shares 4,889 Value ($000) $1,308 Avg Close — Range —
Q1 2024
Shares 4,601 Value ($000) $1,196 Avg Close — Range —
Q4 2023
Shares 4,616 Value ($000) $1,095 Avg Close — Range —
Q3 2023
Shares 4,607 Value ($000) $979 Avg Close — Range —
Q2 2023
Shares 4,692 Value ($000) $1,033 Avg Close — Range —
Q1 2023
Shares 5,830 Value ($000) $1,190 Avg Close — Range —
Q4 2022
Shares 4,738 Value ($000) $906 Avg Close — Range —
Q3 2022
Shares 4,306 Value ($000) $773 Avg Close — Range —
Q2 2022
Shares 4,235 Value ($000) $799 Avg Close — Range —
Q1 2022
Shares 3,785 Value ($000) $862 Avg Close — Range —
Q4 2021
Shares 5,388 Value ($000) $1,301 Avg Close — Range —
Q3 2021
Shares 5,382 Value ($000) $1,195 Avg Close — Range —
Q2 2021
Shares 5,382 Value ($000) $1,199 Avg Close — Range —
Q4 2020
Shares 6,677 Value ($000) $1,300 Avg Close — Range —
Q3 2020
Shares 6,877 Value ($000) $1,171 Avg Close — Range —
Q2 2020
Shares 6,877 Value ($000) $1,076 Avg Close — Range —
Q1 2020
Shares 1,653 Value ($000) $213 Avg Close — Range —