ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q1 2025
Shares 3,188 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 3,188 Value ($000) $309 Avg Close — Range —
Q3 2024
Shares 3,188 Value ($000) $323 Avg Close — Range —
Q2 2024
Shares 3,298 Value ($000) $320 Avg Close — Range —
Q1 2024
Shares 3,298 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 3,949 Value ($000) $392 Avg Close — Range —
Q3 2023
Shares 5,787 Value ($000) $544 Avg Close — Range —
Q2 2023
Shares 3,306 Value ($000) $324 Avg Close — Range —
Q1 2023
Shares 2,425 Value ($000) $242 Avg Close — Range —
Q4 2022
Shares 3,015 Value ($000) $292 Avg Close — Range —