ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 3,520 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 3,571 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 4,005 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 4,005 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 4,110 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 4,162 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 4,224 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 4,224 Value ($000) $268 Avg Close — Range —
Q4 2023
Shares 4,224 Value ($000) $261 Avg Close — Range —
Q3 2023
Shares 4,224 Value ($000) $239 Avg Close — Range —
Q2 2023
Shares 4,273 Value ($000) $252 Avg Close — Range —
Q1 2023
Shares 4,231 Value ($000) $252 Avg Close — Range —
Q4 2022
Shares 7,217 Value ($000) $408 Avg Close — Range —
Q3 2022
Shares 8,597 Value ($000) $419 Avg Close — Range —
Q2 2022
Shares 9,662 Value ($000) $527 Avg Close — Range —
Q1 2022
Shares 12,146 Value ($000) $808 Avg Close — Range —
Q4 2021
Shares 11,426 Value ($000) $832 Avg Close — Range —