VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025

Shares 13,513 Value ($000) $4,531 Avg Close — Range —

Q3 2025

Shares 1,301 Value ($000) $276 Avg Close — Range —

Q2 2025

Shares 17,469 Value ($000) $5,325 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,513	$4,531	—	—
Q3 2025	1,301	$276	—	—
Q2 2025	17,469	$5,325	—	—