ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 11,491 Value ($000) $7,871 Avg Close — Range —
Q3 2025
Shares 11,422 Value ($000) $7,645 Avg Close — Range —
Q2 2025
Shares 10,041 Value ($000) $6,235 Avg Close — Range —
Q1 2025
Shares 8,002 Value ($000) $4,496 Avg Close — Range —
Q4 2024
Shares 7,591 Value ($000) $4,469 Avg Close — Range —
Q3 2024
Shares 7,218 Value ($000) $4,164 Avg Close — Range —
Q2 2024
Shares 6,240 Value ($000) $3,415 Avg Close — Range —
Q1 2024
Shares 5,834 Value ($000) $3,067 Avg Close — Range —
Q4 2023
Shares 5,642 Value ($000) $2,695 Avg Close — Range —
Q3 2023
Shares 5,523 Value ($000) $2,372 Avg Close — Range —
Q2 2023
Shares 5,321 Value ($000) $2,372 Avg Close — Range —
Q1 2023
Shares 5,281 Value ($000) $2,171 Avg Close — Range —
Q4 2022
Shares 5,222 Value ($000) $2,006 Avg Close — Range —
Q3 2022
Shares 4,857 Value ($000) $1,742 Avg Close — Range —
Q2 2022
Shares 4,751 Value ($000) $1,802 Avg Close — Range —
Q1 2022
Shares 5,033 Value ($000) $2,291 Avg Close — Range —
Q4 2021
Shares 4,880 Value ($000) $2,333 Avg Close — Range —