VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 1,909 Value ($000) $640 Avg Close — Range —
Q3 2025
Shares 1,942 Value ($000) $637 Avg Close — Range —
Q2 2025
Shares 1,549 Value ($000) $471 Avg Close — Range —
Q4 2022
Shares 1,700 Value ($000) $325 Avg Close — Range —