ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 25,321 Value ($000) $2,702 Avg Close — Range —
Q3 2025
Shares 23,982 Value ($000) $2,561 Avg Close — Range —
Q2 2025
Shares 24,024 Value ($000) $2,555 Avg Close — Range —
Q1 2025
Shares 23,573 Value ($000) $2,489 Avg Close — Range —
Q4 2024
Shares 23,337 Value ($000) $2,462 Avg Close — Range —
Q3 2024
Shares 21,470 Value ($000) $2,280 Avg Close — Range —
Q2 2024
Shares 21,273 Value ($000) $2,224 Avg Close — Range —
Q1 2024
Shares 23,574 Value ($000) $2,469 Avg Close — Range —
Q4 2023
Shares 21,047 Value ($000) $2,219 Avg Close — Range —
Q3 2023
Shares 16,743 Value ($000) $1,722 Avg Close — Range —
Q2 2023
Shares 16,975 Value ($000) $1,766 Avg Close — Range —
Q1 2023
Shares 15,122 Value ($000) $1,583 Avg Close — Range —
Q4 2022
Shares 12,996 Value ($000) $1,355 Avg Close — Range —
Q3 2022
Shares 6,237 Value ($000) $640 Avg Close — Range —
Q2 2022
Shares 4,652 Value ($000) $487 Avg Close — Range —
Q1 2022
Shares 7,870 Value ($000) $824 Avg Close — Range —
Q4 2021
Shares 9,854 Value ($000) $1,058 Avg Close — Range —