VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 6,293 Value ($000) $2,110 Avg Close — Range —
Q3 2025
Shares 6,300 Value ($000) $2,068 Avg Close — Range —
Q2 2025
Shares 6,474 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 6,587 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 6,870 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 7,564 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 7,571 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 8,566 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 1,749,761 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 3,415 Value ($000) $665 Avg Close — Range —
Q3 2020
Shares 3,412 Value ($000) $581 Avg Close — Range —
Q2 2020
Shares 2,086 Value ($000) $327 Avg Close — Range —
Q1 2020
Shares 2,040 Value ($000) $263 Avg Close — Range —