VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

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

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

Q4 2025
Shares 3,414 Value ($000) $1,145 Avg Close Range
Q3 2025
Shares 3,450 Value ($000) $1,132 Avg Close Range
Q2 2025
Shares 3,538 Value ($000) $1,075 Avg Close Range
Q1 2025
Shares 3,506 Value ($000) $964 Avg Close Range
Q4 2024
Shares 3,690 Value ($000) $1,069 Avg Close Range
Q3 2024
Shares 3,711 Value ($000) $1,051 Avg Close Range
Q2 2024
Shares 3,375 Value ($000) $903 Avg Close Range
Q1 2024
Shares 3,409 Value ($000) $886 Avg Close Range
Q4 2023
Shares 3,437 Value ($000) $815 Avg Close Range
Q3 2023
Shares 3,712 Value ($000) $788 Avg Close Range
Q2 2023
Shares 3,756 Value ($000) $827 Avg Close Range
Q1 2023
Shares 4,072 Value ($000) $831 Avg Close Range
Q4 2022
Shares 4,604 Value ($000) $880 Avg Close Range
Q3 2022
Shares 3,711 Value ($000) $666 Avg Close Range
Q2 2022
Shares 3,519 Value ($000) $664 Avg Close Range
Q1 2022
Shares 4,076 Value ($000) $928 Avg Close Range
Q4 2021
Shares 3,969 Value ($000) $958 Avg Close Range
Q3 2021
Shares 4,455 Value ($000) $989 Avg Close Range
Q2 2021
Shares 4,573 Value ($000) $1,019 Avg Close Range
Q1 2021
Shares 4,487 Value ($000) $927 Avg Close Range
Q4 2020
Shares 5,070 Value ($000) $987 Avg Close Range
Q3 2020
Shares 10,493 Value ($000) $1,787 Avg Close Range
Q2 2020
Shares 8,627 Value ($000) $1,350 Avg Close Range