ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 3,870 Value ($000) $575 Avg Close — Range —
Q3 2025
Shares 4,171 Value ($000) $608 Avg Close — Range —
Q2 2025
Shares 4,171 Value ($000) $563 Avg Close — Range —
Q1 2025
Shares 4,349 Value ($000) $531 Avg Close — Range —
Q4 2024
Shares 4,006 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 4,001 Value ($000) $503 Avg Close — Range —
Q2 2024
Shares 4,063 Value ($000) $483 Avg Close — Range —
Q1 2024
Shares 4,063 Value ($000) $468 Avg Close — Range —
Q4 2023
Shares 4,155 Value ($000) $437 Avg Close — Range —
Q3 2023
Shares 3,578 Value ($000) $337 Avg Close — Range —
Q2 2023
Shares 2,706 Value ($000) $265 Avg Close — Range —
Q1 2023
Shares 2,510 Value ($000) $227 Avg Close — Range —
Q4 2022
Shares 2,510 Value ($000) $213 Avg Close — Range —