VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 1,661,237 Value ($000) $556,963 Avg Close — Range —
Q3 2025
Shares 1,642,867 Value ($000) $539,140 Avg Close — Range —
Q2 2025
Shares 1,648,443 Value ($000) $502,517 Avg Close — Range —
Q1 2025
Shares 1,517,901 Value ($000) $417,180 Avg Close — Range —
Q4 2024
Shares 1,483,150 Value ($000) $429,832 Avg Close — Range —
Q3 2024
Shares 1,452,156 Value ($000) $412,454 Avg Close — Range —
Q2 2024
Shares 1,530,667 Value ($000) $410,925 Avg Close — Range —
Q1 2024
Shares 1,586,071 Value ($000) $412,220 Avg Close — Range —
Q4 2023
Shares 1,585,042 Value ($000) $376,004 Avg Close — Range —
Q3 2023
Shares 1,585,983 Value ($000) $336,879 Avg Close — Range —
Q2 2023
Shares 1,595,373 Value ($000) $351,429 Avg Close — Range —
Q1 2023
Shares 1,704,145 Value ($000) $347,816 Avg Close — Range —
Q4 2022
Shares 1,698,623 Value ($000) $324,760 Avg Close — Range —
Q3 2022
Shares 1,724,381 Value ($000) $309,474,579 Avg Close — Range —
Q2 2022
Shares 1,716,685 Value ($000) $323,801,128 Avg Close — Range —
Q1 2022
Shares 1,729,458 Value ($000) $393,745,665 Avg Close — Range —
Q4 2021
Shares 1,744,093 Value ($000) $421,096,036 Avg Close — Range —
Q3 2021
Shares 1,752,870 Value ($000) $389,242,248 Avg Close — Range —
Q2 2021
Shares 1,736,153 Value ($000) $386,849,581 Avg Close — Range —
Q1 2021
Shares 1,781,926 Value ($000) $368,306,256 Avg Close — Range —
Q4 2020
Shares 1,795,812 Value ($000) $349,536,766 Avg Close — Range —
Q3 2020
Shares 1,838,643 Value ($000) $313,139,221 Avg Close — Range —
Q2 2020
Shares 1,864,520 Value ($000) $291,853,288 Avg Close — Range —
Q1 2020
Shares 1,882,420 Value ($000) $242,662,721 Avg Close — Range —
Q4 2019
Shares 1,878,614 Value ($000) $307,378,868 Avg Close — Range —
Q3 2019
Shares 1,979,521 Value ($000) $297,455,970 Avg Close — Range —
Q2 2019
Shares 1,968,872 Value ($000) $295,508,037 Avg Close — Range —
Q1 2019
Shares 1,974,803 Value ($000) $285,773,689 Avg Close — Range —
Q4 2018
Shares 1,980,315 Value ($000) $252,747,566 Avg Close — Range —